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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
FNBTCON
826
First National Bank & Trust Co of Newtown
Pennsylvania
$871K -$13.7K -300 -2%
BL
827
Balentine LLC
Georgia
$871K +$86.4K +1,886 +11%
GGS
828
Galvin Gaustad & Stein
Arizona
$868K -$416K -9,080 -33%
NSIM
829
North Star Investment Management
Illinois
$865K -$84K -1,834 -9%
CIP
830
Capital Insight Partners
Arizona
$864K -$106K -2,315 -11%
BO
831
Bank OZK
Arkansas
$864K +$10.6K +232 +1%
BOTW
832
Bank of the West
California
$862K
BOH
833
Bank of Hawaii
Hawaii
$857K
AOWM
834
Alpha Omega Wealth Management
Virginia
$854K +$7.29K +159 +0.9%
PAWC
835
P.A.W. Capital
Connecticut
$853K +$45.8K +1,000 +6%
VCS
836
Vaughan & Co Securities
New Jersey
$852K +$165K +3,596 +25%
SWM
837
Silverlake Wealth Management
Vermont
$851K +$822K +17,947 New
CA
838
Cortland Associates
Missouri
$850K
RA
839
RFG Advisory
Alabama
$848K -$25.2K -551 -3%
CP
840
Covenant Partners
Tennessee
$848K
PGAM
841
Princeton Global Asset Management
New Jersey
$848K
B
842
Bailard
California
$846K +$18.8K +410 +2%
GBT
843
Grove Bank & Trust
Florida
$845K
MAM
844
Madison Asset Management
Wisconsin
$845K +$119K +2,597 +17%
IF
845
Intrua Financial
Texas
$844K -$6.51K -142 -0.8%
EWA
846
Exencial Wealth Advisors
Oklahoma
$843K +$87.3K +1,905 +12%
TMAM
847
Tokio Marine Asset Management
Japan
$842K +$70.3K +1,535 +9%
RFA
848
Reilly Financial Advisors
California
$840K -$1.05K -23 -0.1%
WSC
849
Wellington Shields & Co
New York
$840K +$733 +16 +0.1%
GWM
850
GSB Wealth Management
Connecticut
$840K +$74.5K +1,626 +10%

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.