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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
CG
776
Colony Group
Massachusetts
$976K -$42.3K -922 -4%
TAM
777
Taurus Asset Management
New York
$974K
TA
778
Tectonic Advisors
Texas
$961K +$375K +8,179 +68%
FFG
779
Fortem Financial Group
California
$959K +$8.02K +175 +0.9%
SIAG
780
Signet Investment Advisory Group
Rhode Island
$956K +$25.2K +550 +3%
BMC
781
Beaton Management Company
Massachusetts
$954K
BS
782
Banco Santander
Spain
$952K -$962 -21 -0.1%
SIC
783
Samalin Investment Counsel
New York
$951K +$61.4K +1,339 +7%
CIM
784
Cambria Investment Management
California
$948K -$68.7K -1,500 -7%
SMH
785
Sanders Morris Harris
Texas
$946K -$45.8K -1,000 -5%
FHB
786
First Hawaiian Bank
Hawaii
$945K -$136K -2,961 -13%
CA
787
Cornerstone Advisory
Maryland
$945K -$2.2K -48 -0.2%
MIAN
788
Mariner Independent Advisor Network
Kansas
$944K -$34.6K -755 -4%
BCM
789
Birmingham Capital Management
Alabama
$939K -$77.9K -1,700 -8%
DPIM
790
Duff & Phelps Investment Management
Illinois
$939K +$6.05K +132 +0.7%
BST
791
Bath Savings Trust
Maine
$937K
IC
792
Intersect Capital
California
$937K +$115K +2,515 +15%
MSS
793
Mitchell Sinkler & Starr
Pennsylvania
$937K +$621K +13,542 +218%
KCM
794
Kanawha Capital Management
Virginia
$934K -$306K -6,681 -25%
HWAM
795
Hennion & Walsh Asset Management
New Jersey
$934K +$111K +2,431 +14%
WTA
796
Washington Trust Advisors
Massachusetts
$934K +$904K +19,718 New
AA
797
Advisory Alpha
Michigan
$933K +$50.8K +1,108 +6%
WFS
798
Widmann Financial Services
Maryland
$931K +$901K +19,655 New
CT
799
Chicago Trust
Illinois
$927K -$11.7K -256 -1%
AWA
800
AmeriServ Wealth Advisors
Pennsylvania
$926K +$9.85K +215 +1%

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.