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Altria Group

1,850 hedge funds and large institutions have $50.6B invested in Altria Group in 2021 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 633 increasing their positions, 682 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 103

9% more funds holding

Funds holding: 1,7051,850 (+145)

3% more call options, than puts

Call options by funds: $628M | Put options by funds: $612M

2% more capital invested

Capital invested by funds: $49.4B → $50.6B (+$1.16B)

0.61% less ownership

Funds ownership: 58.97%58.35% (-0.61%)

7% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 682

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
1,850
Holders Change
+145
Holders Change %
+8.5%
% of All Funds
28.47%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.26%
New
273
Increased
633
Reduced
682
Closed
103
Calls
$628M
Puts
$612M
Net Calls
+$16.5M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
676
Benjamin F. Edwards & Company
Missouri
$1.28M -$115K -2,501 -9%
WG
677
Welch Group
Alabama
$1.27M +$412 +9 +0%
GLA
678
Good Life Advisors
Pennsylvania
$1.27M -$73.1K -1,595 -6%
NFG
679
Nations Financial Group
Iowa
$1.27M -$23.9K -521 -2%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$1.27M -$57.5K -1,254 -4%
WI
681
Wedgewood Investors
Pennsylvania
$1.27M -$13.7K -300 -1%
KIG
682
Kowal Investment Group
Wisconsin
$1.27M +$19.8K +431 +2%
SW
683
SVB Wealth
Massachusetts
$1.26M -$35.5K -775 -3%
VC
684
Veracity Capital
Georgia
$1.26M -$11.3K -247 -0.9%
CFA
685
Carroll Financial Associates
North Carolina
$1.26M +$24.8K +541 +2%
KPCM
686
Kings Point Capital Management
New York
$1.25M -$3.3K -72 -0.3%
THWM
687
Taylor Hoffman Wealth Management
Virginia
$1.25M -$26.9K -586 -2%
HWM
688
HB Wealth Management
Georgia
$1.25M +$1.21M +26,376 New
PMG
689
ProVise Management Group
Florida
$1.25M +$311K +6,779 +35%
CFG
690
Citizens Financial Group
Rhode Island
$1.24M -$113K -2,459 -8%
BC
691
Burleson & Co
California
$1.24M -$386K -8,419 -24%
NCM
692
Narwhal Capital Management
Georgia
$1.24M
PSUF
693
People's United Financial
Connecticut
$1.23M -$1.26M -27,560 -51%
RFG
694
Range Financial Group
Oregon
$1.22M -$19.2K -420 -2%
TCM
695
Traynor Capital Management
Pennsylvania
$1.22M +$8.57K +187 +0.7%
QT
696
Quantbot Technologies
New York
$1.22M +$1.18M +25,762 New
LIM
697
Leavell Investment Management
Alabama
$1.22M +$51K +1,112 +5%
AFP
698
Ausdal Financial Partners
Iowa
$1.22M +$89.1K +1,945 +8%
AF
699
Advisornet Financial
Minnesota
$1.22M -$8.98K -196 -0.8%
Federated Hermes
700
Federated Hermes
Pennsylvania
$1.21M +$622K +13,578 +114%

MO Hedge Fund Activity: Q4 2021 in Review

1,850 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2021, worth a combined $50.6B — up 2.3% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new MO positions and 103 closed out — a net gain of 170 holders — while 633 added to existing stakes and 682 trimmed.

The largest buyer was GQG Partners, adding an estimated $420M. The largest seller was Capital World Investors, cutting an estimated $604M.

  • 1,850 institutional investors held Altria Group (MO) as of Q4 2021, up from 1,705 in Q3 2021.
  • Funds reported $50.6B of Altria Group stock for Q4 2021, up 2.3% quarter-over-quarter.
  • 273 funds opened new Altria Group positions in Q4 2021 and 103 closed out, a net change of +170 holders.
  • The largest Altria Group buyer in Q4 2021 was GQG Partners, an estimated $420M added.
  • The largest Altria Group seller in Q4 2021 was Capital World Investors, an estimated $604M sold.

Based on aggregated 13F filings for Q4 2021.