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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
SFA
851
Sequoia Financial Advisors
Ohio
$840K +$812K +17,718 New
MAWAG
852
Mid-American Wealth Advisory Group
Missouri
$840K +$812K +17,723 New
CG
853
Caprock Group
Idaho
$839K -$95.8K -2,091 -11%
RM
854
Resource Management
Louisiana
$838K -$52.2K -1,139 -6%
EGA
855
Eagle Global Advisors
Texas
$838K
CGL
856
Clarius Group LLC
Washington
$836K -$74.1K -1,618 -8%
OLA
857
Oliver Luxxe Assets
New Jersey
$835K
BFS
858
Bickling Financial Services
Massachusetts
$826K
MLL
859
Moody Lynn & Lieberson
Massachusetts
$824K +$4.49K +98 +0.6%
MIM
860
MTM Investment Management
South Carolina
$823K -$6.6K -144 -0.8%
ACP
861
Ashfield Capital Partners
California
$821K -$73.3K -1,600 -8%
AI
862
ArchPoint Investors
Florida
$821K
JIP
863
Jaffetilchin Investment Partners
Florida
$820K -$80K -1,746 -9%
BAM
864
Barrett Asset Management
New York
$820K +$3.16K +69 +0.4%
TNB
865
Thomasville National Bank
Georgia
$818K +$60K +1,310 +8%
LA
866
Latitude Advisors
Florida
$818K +$109K +2,373 +16%
SIM
867
Sentry Investment Management
Wisconsin
$817K
H
868
HoyleCohen
California
$814K -$56.4K -1,230 -7%
AFG
869
Allegheny Financial Group
Pennsylvania
$808K -$92 -2 -0%
I
870
INVST
Indiana
$806K +$101K +2,194 +16%
HWA
871
HCR Wealth Advisors
California
$804K -$26.9K -586 -3%
FG
872
Foster Group
Iowa
$803K -$5.5K -120 -0.7%
CPO
873
Cerity Partners OCIO
New York
$803K +$26.8K +585 +4%
OAM
874
Oak Asset Management
California
$800K -$56.4K -1,230 -7%
PWP
875
Principle Wealth Partners
Connecticut
$800K +$66.4K +1,450 +9%

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.