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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
FNT
801
First Nebraska Trust
Nebraska
$924K
QC
802
Quantedge Capital
Singapore
$924K -$1.49M -32,500 -63%
IA
803
IFG Advisory
Georgia
$924K -$72.2K -1,576 -7%
WWM
804
Western Wealth Management
Colorado
$921K +$892K +19,458 New
ZF
805
Zhang Financial
Michigan
$919K +$20.9K +457 +2%
IAN
806
Integrated Advisors Network
Texas
$919K +$78.7K +1,717 +10%
GA
807
GFS Advisors
Texas
$917K +$29.3K +640 +3%
PTC
808
Philadelphia Trust Company
Pennsylvania
$916K -$8.71K -190 -1%
FSA
809
Franklin Street Advisors
North Carolina
$916K +$9.16K +200 +1%
WPA
810
Winning Points Advisors
Florida
$912K -$2.01M -43,965 -70%
AWM
811
Altavista Wealth Management
North Carolina
$910K +$55.9K +1,220 +7%
GLA
812
Great Lakes Advisors
Illinois
$900K -$43.3K -945 -5%
AWP
813
Accretive Wealth Partners
New Jersey
$898K -$85.1K -1,857 -9%
AI
814
AXS Investments
New York
$897K +$868K +18,937 New
WDC
815
Woodward Diversified Capital
California
$894K +$36.9K +805 +4%
RCM
816
Radnor Capital Management
Pennsylvania
$889K
HCWM
817
Harrison & Co Wealth Management
Virginia
$889K +$860K +18,769 New
EF
818
Exeter Financial
Arizona
$885K +$33.2K +724 +4%
BFO
819
Boston Family Office
Massachusetts
$884K -$14.4K -314 -2%
SBH
820
Segall Bryant & Hamill
Illinois
$884K +$2.29K +50 +0.3%
RFM
821
Royal Fund Management
Florida
$884K +$856K +18,670 New
DT
822
Diversified Trust
Tennessee
$882K +$351K +7,669 +70%
PT
823
Plimoth Trust
Massachusetts
$879K -$18.1K -395 -2%
SIM
824
Stratos Investment Management
Ohio
$873K +$165K +3,593 +24%
Los Angeles Capital Management
825
Los Angeles Capital Management
California
$871K -$1.35M -29,568 -62%

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.