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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
VOYA Investment Management
76
VOYA Investment Management
Georgia
$64.2M +$5.05M +110,137 +9%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$61.9M -$3.47M -75,742 -5%
Primecap Management
78
Primecap Management
California
$61.2M
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$60.2M -$1.65M -36,085 -3%
EVM
80
Eaton Vance Management
Massachusetts
$54.2M +$762K +16,625 +1%
Toronto Dominion Bank
81
Toronto Dominion Bank
Ontario, Canada
$54.2M +$2.67M +58,338 +3%
SO
82
STRS Ohio
Ohio
$54.1M -$677K -14,784 -1%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.1M -$2.13M -46,496 -4%
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$53.3M -$1.52M -33,177 -3%
Lido Advisors
85
Lido Advisors
California
$51M +$2.78M +60,652 +6%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$51M -$574K -12,529 -1%
DILIC
87
Dai-ichi Life Insurance Company
Japan
$49.7M +$9.16M +200,000 +24%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$48.8M +$663K +14,475 +1%
GIA
89
Gateway Investment Advisers
Ohio
$48.7M -$198K -4,315 -0.4%
MAM
90
Martingale Asset Management
Massachusetts
$47.9M -$4.63M -101,035 -9%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$47.8M +$4.53M +98,805 +11%
Asset Management One
92
Asset Management One
Japan
$46.2M +$257K +5,603 +0.6%
Bank Julius Baer & Co
93
Bank Julius Baer & Co
Switzerland
$45.6M -$688K -15,003 -2%
Stifel Financial
94
Stifel Financial
Missouri
$45.2M +$2.95M +64,357 +7%
HighTower Advisors
95
HighTower Advisors
Illinois
$44.9M +$5.42M +118,383 +14%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$44.1M -$4.99M -108,840 -10%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$42.8M -$17.3M -377,377 -29%
Aberdeen Group
98
Aberdeen Group
United Kingdom
$42.5M -$2.36M -51,430 -5%
Allianz Asset Management
99
Allianz Asset Management
Germany
$42.2M -$324K -7,076 -0.8%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$42M +$16.1M +350,946 +66%

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.