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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
DWM
926
Dorchester Wealth Management
Quebec, Canada
$696K +$275 +6 +0%
AAM
927
Aureus Asset Management
Massachusetts
$694K -$2.16M -47,066 -76%
PWW
928
Pettyjohn Wood & White
Virginia
$694K -$15.3K -334 -2%
BCP
929
Blue Chip Partners
Michigan
$693K -$68.7K -1,499 -9%
PWM
930
PBMares Wealth Management
Virginia
$693K -$36.5K -796 -5%
SWMP
931
Signature Wealth Management Partners
New Jersey
$693K
SXL
932
Summit X LLC
Missouri
$690K -$77.8K -1,697 -10%
Assenagon Asset Management
933
Assenagon Asset Management
Luxembourg
$687K -$11.7K -255 -2%
YAM
934
Yacktman Asset Management
Texas
$687K
WA
935
WBH Advisory
Maryland
$684K -$29K -633 -4%
BCA
936
Bay Colony Advisors
Massachusetts
$684K -$19.5K -426 -3%
PFBT
937
Parkside Financial Bank & Trust
Missouri
$683K +$117K +2,547 +21%
BCWM
938
Bartlett & Co Wealth Management
Ohio
$680K +$71K +1,550 +12%
BSB
939
Bangor Savings Bank
Maine
$679K -$23.3K -508 -3%
BC
940
Bartlett & Co
Ohio
$678K +$71K +1,550 +12%
SPWM
941
Straight Path Wealth Management
Michigan
$678K +$656K +14,310 New
DAM
942
Delta Asset Management
Tennessee
$673K -$4.58K -100 -0.7%
VT
943
Vise Technologies
New York
$673K +$651K +14,201 New
WFM
944
Wolff Financial Management
Michigan
$672K +$92 +2 +0%
AP
945
Atwood & Palmer
Missouri
$671K -$11.5K -250 -2%
VCAM
946
Van Cleef Asset Management
Ohio
$671K +$183 +4 +0%
EAM
947
Evanson Asset Management
California
$669K +$36.5K +797 +6%
AssetMark Inc
948
AssetMark Inc
California
$668K -$3.37M -73,649 -84%
AWA
949
Arkadios Wealth Advisors
Georgia
$668K -$609K -13,300 -49%
NGA
950
Naples Global Advisors
Florida
$668K

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.