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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
TMWM
1076
Taylor & Morgan Wealth Management
Michigan
$515K +$498K +10,872 New
JIC
1077
Joel Isaacson & Co
New York
$514K
LW
1078
Linscomb Wealth
Texas
$513K +$12.6K +275 +3%
FMTC
1079
Farmers & Merchants Trust Company
California
$512K -$88.9K -1,940 -15%
CST
1080
Charles Schwab Trust
Nevada
$512K -$12.6K -276 -2%
TFM
1081
TFC Financial Management
Massachusetts
$512K
BDWM
1082
Brewin Dolphin Wealth Management
Ireland
$510K -$183K -4,000 -27%
BW
1083
Bison Wealth
Georgia
$509K +$67.7K +1,477 +16%
SLT
1084
St Louis Trust
Missouri
$507K
SW
1085
SkyOak Wealth
Michigan
$506K
BCP
1086
Berkeley Capital Partners
Georgia
$506K +$59.7K +1,303 +14%
FFM
1087
Forum Financial Management
Illinois
$504K +$488K +10,639 New
NIM
1088
NuWave Investment Management
New Jersey
$504K +$488K +10,644 New
OSNBOA
1089
Old Second National Bank of Aurora
Illinois
$503K +$36.6K +799 +7%
IRC
1090
Investors Research Corp
Georgia
$501K
SFI
1091
SPC Financial Inc
Maryland
$501K
SWA
1092
SFMG Wealth Advisors
Texas
$501K +$22.5K +490 +5%
YIH
1093
Y-Intercept (HK)
Hong Kong
$501K +$485K +10,575 New
OIM
1094
Orca Investment Management
Oregon
$500K -$18.4K -402 -4%
BMA
1095
Brooks Moore & Associates
Tennessee
$500K -$9.16K -200 -2%
HWIS
1096
Hancock Whitney Investment Services
Louisiana
$500K +$481K +10,507 New
MBT
1097
Montecito Bank & Trust
California
$499K
ICP
1098
Interchange Capital Partners
Pennsylvania
$499K +$483K +10,543 New
MCA
1099
MSH Capital Advisors
Arizona
$498K +$481K +10,500 New
OC
1100
Oakworth Capital
Alabama
$496K +$8.66K +189 +2%

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.