We are live on ! Find out more
MO icon

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
LP
951
Lloyd Park
Illinois
$667K +$645K +14,065 New
MWM
952
Meridian Wealth Management
Kentucky
$665K +$43.9K +957 +7%
HGWM
953
Horst & Graben Wealth Management
Oregon
$664K -$152K -3,321 -19%
IWN
954
Independent Wealth Network
Iowa
$664K -$916 -20 -0.1%
RBA
955
Richard Bernstein Advisors
New York
$664K
Verition Fund Management
956
Verition Fund Management
Connecticut
$664K +$261K +5,706 +69%
MPCG
957
Matrix Private Capital Group
New York
$663K -$4.49K -98 -0.7%
ANRIA
958
American National Registered Investment Advisor
Texas
$663K -$137 -3 -0%
CSB
959
City State Bank
Iowa
$662K +$640K +13,974 New
LWM
960
Laidlaw Wealth Management
New York
$659K +$162K +3,542 +34%
RC
961
Rovin Capital
Arizona
$658K +$636K +13,888 New
TPWA
962
TRUE Private Wealth Advisors
Oregon
$656K +$2.98K +65 +0.5%
WA
963
Waverly Advisors
Alabama
$655K -$39.6K -865 -6%
WKWM
964
Walter & Keenan Wealth Management
Indiana
$653K -$305K -6,664 -33%
WAP
965
Wealthcare Advisory Partners
Pennsylvania
$653K -$282K -6,147 -31%
CAAS
966
Capital Asset Advisory Services
Michigan
$653K -$43.7K -954 -7%
KTC
967
Kistler-Tiffany Companies
Pennsylvania
$652K +$7.15K +156 +1%
UBV
968
United Bank (Virginia)
Virginia
$651K +$171K +3,735 +37%
SP
969
Symmetry Partners
Connecticut
$648K -$325K -7,103 -34%
CRI
970
Colonial River Investments
Virginia
$646K +$625K +13,634 New
WAOI
971
Wealth Advisors of Iowa
Iowa
$645K -$18.3K -400 -3%
WAAG
972
Wealth Alliance Advisory Group
Kansas
$642K +$22.3K +486 +4%
SWIM
973
Smallwood Wealth Investment Management
New Jersey
$642K +$621K +13,545 New
RFA
974
Resurgent Financial Advisors
Georgia
$641K +$620K +13,527 New
TI
975
Truehand Inc
New Hampshire
$640K

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.