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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
CI
1101
Conning Inc
Connecticut
$495K -$90.7K -1,980 -16%
AMC
1102
Asset Management Corp
Illinois
$492K +$118K +2,572 +33%
ACM
1103
AUA Capital Management
Pennsylvania
$492K +$258K +5,626 +118%
MA
1104
Montag & Associates
Georgia
$486K -$117K -2,551 -20%
IMOV
1105
Investment Management of Virginia
Virginia
$486K
CVM
1106
Cheviot Value Management
California
$484K -$1.88K -41 -0.4%
ARC
1107
Advisor Resource Council
Texas
$484K +$468K +10,211 New
HCM
1108
Hall Capital Management
Rhode Island
$481K -$19.3K -422 -4%
MPM
1109
MBB Public Markets
Illinois
$481K +$465K +10,158 New
GC
1110
Gilbert & Cook
Iowa
$480K +$11.3K +246 +2%
NAG
1111
Northstar Advisory Group
New Jersey
$479K +$463K +10,103 New
ECG
1112
Edge Capital Group
Georgia
$477K +$1.15K +25 +0.2%
Credit Agricole
1113
Credit Agricole
France
$477K +$57.2K +1,248 +14%
SSWM
1114
Smith Salley Wealth Management
North Carolina
$476K -$293K -6,394 -39%
SHFA
1115
SC&H Financial Advisors
Maryland
$476K +$460K +10,047 New
CWM
1116
C2C Wealth Management
Arizona
$476K +$461K +10,052 New
KCFA
1117
Key Client Fiduciary Advisors
New Jersey
$476K +$461K +10,052 New
LNB
1118
Ledyard National Bank
$475K -$37.8K -825 -8%
NFSG
1119
Newbridge Financial Services Group
Florida
$475K -$7.56K -165 -2%
AT
1120
Arden Trust
Delaware
$474K -$238K -5,198 -34%
State Farm Mutual Automobile Insurance
1121
State Farm Mutual Automobile Insurance
Illinois
$474K
KIA
1122
KCM Investment Advisors
California
$472K +$54K +1,178 +13%
EAM
1123
Erste Asset Management
Austria
$472K -$5.5K -120 -1%
PPW
1124
Parcion Private Wealth
Washington
$471K -$31.2K -681 -7%
CWS
1125
Cypress Wealth Services
California
$471K -$183 -4 -0%

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.