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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
RWM
876
Ritholtz Wealth Management
New York
$799K -$13.4K -293 -2%
WSTAM
877
Wilbanks Smith & Thomas Asset Management
Virginia
$796K +$596 +13 +0.1%
PP
878
Patron Partners
Texas
$792K -$24K -523 -3%
EWM
879
Evercore Wealth Management
New York
$791K -$68.7K -1,500 -8%
WW
880
Westshore Wealth
California
$791K +$10.5K +230 +1%
ES
881
ETF Store
Kansas
$790K +$720K +15,708 New
PCS
882
Personal CFO Solutions
New Jersey
$783K -$126K -2,742 -14%
SB
883
Sunflower Bank
Texas
$783K +$10.6K +231 +1%
GC
884
Grace Capital
Massachusetts
$782K +$45.8K +1,000 +6%
ST
885
Spinnaker Trust
Maine
$780K -$4.35K -95 -0.6%
CCA
886
Checchi Capital Advisers
California
$769K -$52.1K -1,136 -7%
KA
887
Kovack Advisors
Florida
$768K -$5.68K -124 -0.8%
WIA
888
Westbourne Investment Advisors
Maryland
$763K +$738K +16,099 New
MGP
889
Metis Global Partners
California
$762K +$736K +16,072 New
ESB
890
Essex Savings Bank
Connecticut
$761K +$50.1K +1,094 +7%
BJL
891
Brighton Jones LLC
Washington
$760K +$39.1K +854 +6%
LC
892
Lindbrook Capital
California
$760K +$560K +12,216 +319%
V
893
VeraBank
Texas
$759K
TCMP
894
Thrive Capital Management (Pennsylvania)
Pennsylvania
$756K -$531K -11,598 -42%
CAM
895
Columbia Asset Management
Michigan
$754K
CBN
896
Cadence Bank NA
Texas
$751K -$19.4K -424 -3%
EWG
897
Executive Wealth Group
Washington
$751K +$13.7K +299 +2%
LCM
898
Leisure Capital Management
California
$748K +$27K +589 +4%
GCM
899
Gables Capital Management
Florida
$748K +$569K +12,417 +370%
CFA
900
CWS Financial Advisors
Michigan
$748K +$723K +15,780 New

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.