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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
NAS
1126
Nicolet Advisory Services
Wisconsin
$470K -$825 -18 -0.2%
PWM
1127
Perigon Wealth Management
California
$470K +$30.3K +662 +7%
CPIG
1128
Chicago Partners Investment Group
Illinois
$469K +$16.4K +358 +4%
FCT
1129
First Community Trust
Iowa
$468K +$453K +9,879 New
SFFS
1130
Stonehage Fleming Financial Services
Jersey
$466K -$113K -2,463 -20%
AWAP
1131
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$466K +$16.3K +355 +4%
HIC
1132
Holderness Investments Company
North Carolina
$465K +$2.06K +45 +0.5%
HAS
1133
HBW Advisory Services
California
$463K -$49.9K -1,090 -10%
BFG
1134
Bouchey Financial Group
New York
$463K +$65.8K +1,436 +17%
GI
1135
Gradient Investments
Minnesota
$462K +$26K +567 +6%
SDAM
1136
Shulman DeMeo Asset Management
New York
$460K +$445K +9,707 New
WAM
1137
WFA Asset Management
Wisconsin
$459K +$444K +9,692 New
EGA
1138
E&G Advisors
Texas
$458K
SFG
1139
Sowa Financial Group
Rhode Island
$455K -$10.3K -225 -2%
AWM
1140
Accurate Wealth Management
Florida
$454K -$10.2K -222 -3%
RA
1141
Resolute Advisors
California
$454K -$5.73K -125 -1%
CFSG
1142
Clark Financial Services Group
Missouri
$454K +$13.5K +295 +3%
HFBOT
1143
Home Federal Bank of Tennessee
Tennessee
$452K
SG
1144
StoneX Group
New York
$451K -$144K -3,153 -25%
DWM
1145
Doyle Wealth Management
Florida
$450K -$41.2K -898 -9%
EDRIA
1146
Edmonds Duncan Registered Investment Advisors
Kansas
$449K
FTDI
1147
First Trust Direct Indexing
Massachusetts
$448K +$23K +501 +6%
BRWM
1148
B. Riley Wealth Management
Tennessee
$447K -$109K -2,375 -20%
IAP
1149
Indie Asset Partners
Indiana
$447K +$1.97K +43 +0.5%
PWSG
1150
Pacific Wealth Strategies Group
California
$446K -$13.1K -286 -3%

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.