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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
MCA
1026
Millennium Capital Advisors
Arkansas
$575K +$556K +12,132 New
TSW
1027
Thompson Siegel & Walmsley
Virginia
$574K -$5.87K -128 -1%
TT
1028
TI-Trust
Illinois
$574K +$555K +12,109 New
FMII
1029
Farmers & Merchants Investments Inc
Nebraska
$573K
FMWA
1030
Forvis Mazars Wealth Advisors
Missouri
$572K +$229 +5 +0%
SWM
1031
Salvus Wealth Management
New Jersey
$572K +$15.2K +331 +3%
CSI
1032
Cross Staff Investments
New York
$567K +$549K +11,970 New
HC
1033
HNP Capital
New York
$565K -$92 -2 -0%
VRM
1034
Vectors Research Management
New York
$565K -$92 -2 -0%
BAS
1035
Brown Advisory Securities
Maryland
$564K -$341K -7,442 -38%
GIA
1036
Gladstone Institutional Advisory
Florida
$564K +$24.6K +536 +5%
AIM
1037
Anchor Investment Management
South Carolina
$564K -$16.7K -365 -3%
PP
1038
Patten & Patten
Tennessee
$563K -$33.7K -735 -6%
OIA
1039
Optimum Investment Advisors
Illinois
$562K -$9.07K -198 -2%
CAL
1040
Capital Analysts LLC
Pennsylvania
$557K -$31.8K -694 -6%
FWM
1041
Foresight Wealth Management
Utah
$557K +$30.5K +665 +6%
VFA
1042
Voya Financial Advisors
Connecticut
$555K -$8.43K -184 -2%
CAM
1043
Cozad Asset Management
Illinois
$553K -$687 -15 -0.1%
LHWM
1044
Lake Hills Wealth Management
Texas
$553K +$535K +11,673 New
CCT
1045
Capital City Trust
Florida
$552K
SCA
1046
STALEY CAPITAL ADVISERS
Pennsylvania
$551K
MCM
1047
Monarch Capital Management
Indiana
$548K
SPWG
1048
Sage Private Wealth Group
Illinois
$546K -$26.3K -575 -5%
GCAC
1049
Guardian Capital Advisors (Canada)
Ontario, Canada
$546K
AA
1050
Altrafin AG
$545K +$527K +11,500 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.