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
PNC
1001
Park National Corp
Ohio
$604K +$30.7K +670 +6%
PRC
1002
Pearl River Capital
Michigan
$604K +$584K +12,746 New
TIM
1003
Tevis Investment Management
Texas
$604K +$585K +12,766 New
IP
1004
Ignite Planners
California
$602K +$546K +11,905 New
WTB
1005
Washington Trust Bank
Washington
$600K -$81.9K -1,787 -12%
TG
1006
TCW Group
California
$600K
BFA
1007
Bill Few Associates
Pennsylvania
$598K +$578K +12,621 New
LI
1008
Lafayette Investments
Maryland
$597K
MFW
1009
Meristem Family Wealth
Minnesota
$596K -$5.04K -110 -0.9%
MWM
1010
Mattern Wealth Management
Kansas
$596K
EN1L
1011
Engine No 1 LLC
California
$596K +$121K +2,646 +27%
WPW
1012
Waldron Private Wealth
Pennsylvania
$594K +$73.6K +1,606 +15%
PCA
1013
Personal Capital Advisors
California
$588K +$52.8K +1,152 +10%
ALAM
1014
Asahi Life Asset Management
Japan
$588K +$569K +12,410 New
TCOO
1015
Trust Company of Oklahoma
Oklahoma
$585K -$4.58K -100 -0.8%
EF
1016
Empowered Funds
Pennsylvania
$584K +$170K +3,701 +43%
AB
1017
Atlas Brown
Kentucky
$583K +$37.2K +812 +7%
PFO
1018
Pathstone Family Office
New Jersey
$582K +$268K +5,853 +94%
CSPIA
1019
Cary Street Partners Investment Advisory
Virginia
$581K -$1.88K -41 -0.3%
SOAMC
1020
Spirit of America Management Corp
New York
$581K
TWM
1021
Tradition Wealth Management
Minnesota
$578K -$66.5K -1,451 -11%
IP
1022
Intellectus Partners
California
$577K -$14.8K -324 -3%
SWA
1023
Sax Wealth Advisors
New Jersey
$576K +$28.6K +624 +5%
FBT
1024
First Bankers Trust
Kentucky
$575K -$20.2K -440 -3%
PPW
1025
Pinnacle Private Wealth
Massachusetts
$575K +$556K +12,137 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.