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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
CIAS
901
Capital Investment Advisory Services
North Carolina
$746K +$5.32K +116 +0.7%
CA
902
CoreCap Advisors
Michigan
$744K +$720K +15,709 New
KCM
903
Kendall Capital Management
Maryland
$743K +$39K +850 +6%
MWM
904
Modera Wealth Management
New Jersey
$742K +$51.7K +1,128 +8%
BFA
905
Beacon Financial Advisory
Ohio
$739K +$8.57K +187 +1%
GIBU
906
Gulf International Bank (UK)
United Kingdom
$738K
PFGIA
907
Patriot Financial Group Insurance Agency
Massachusetts
$736K +$81.8K +1,785 +13%
CHA
908
Carmichael Hill & Associates
Maryland
$731K +$2.38K +52 +0.3%
GWM
909
Gray Wealth Management
Maine
$728K +$13.1K +285 +2%
OPTFSNA
910
Old Point Trust & Financial Services N A
Virginia
$724K
CPC
911
Congress Park Capital
New York
$723K +$263K +5,750 +61%
PCM
912
Palisade Capital Management
New Jersey
$722K -$50.4K -1,100 -7%
SWA
913
Stratos Wealth Advisors
Ohio
$721K -$49.6K -1,083 -7%
AWM
914
Altium Wealth Management
New York
$721K -$12K -261 -2%
CS
915
Comerica Securities
Michigan
$719K -$26.7K -582 -4%
FHA
916
First Horizon Advisors
Tennessee
$718K -$51.5K -1,124 -7%
FMBTD
917
First Midwest Bank Trust Division
Illinois
$717K -$425K -9,275 -38%
AWE
918
Avidian Wealth Enterprises
Texas
$703K +$2.98K +65 +0.4%
VCM
919
Virtue Capital Management
Tennessee
$702K -$27.7K -604 -4%
EGM
920
Engineers Gate Manager
New York
$701K +$187K +4,087 +38%
BG
921
Bahl & Gaynor
Ohio
$699K
AWA
922
Arete Wealth Advisors
Illinois
$698K +$25.3K +552 +4%
RDWM
923
Red Door Wealth Management
Tennessee
$697K +$15.4K +336 +2%
HC
924
Hendley & Co
Ohio
$697K +$15.7K +342 +2%
KA
925
KLCM Advisors
Wisconsin
$696K -$1.7K -37 -0.3%

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.