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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
SP
1151
Successful Portfolios
Florida
$446K +$5.5K +120 +1%
MGAM
1152
McGowan Group Asset Management
Texas
$444K +$55.4K +1,210 +15%
BFC
1153
Bedel Financial Consulting
Indiana
$443K -$3.25K -71 -0.8%
CFIA
1154
Cantor Fitzgerald Investment Advisors
New York
$442K -$3.9K -85 -0.9%
SIC
1155
Sterling Investment Counsel
New York
$441K +$426K +9,307 New
FG
1156
Fiduciary Group
Georgia
$440K +$2.29K +50 +0.5%
CFG
1157
Compton Financial Group
Maryland
$439K +$27.7K +604 +7%
WT
1158
Washington Trust
Rhode Island
$438K -$934K -20,390 -69%
RE
1159
RBC Europe
United Kingdom
$438K -$401K -8,758 -49%
FF
1160
FourThought Financial
Florida
$438K -$77.5K -1,691 -15%
FAIM
1161
Financial Advocates Investment Management
Washington
$437K -$14.8K -322 -3%
VCG
1162
Vantage Consulting Group
Virginia
$436K +$70.2K +1,533 +20%
SA
1163
Syntax Advisors
New York
$436K +$421K +9,190 New
BWP
1164
Baldwin Wealth Partners
Massachusetts
$431K
TW
1165
Towerpoint Wealth
California
$430K +$20.6K +450 +5%
FLPIM
1166
F.L. Putnam Investment Management
Massachusetts
$430K +$28.2K +616 +7%
PJSIMP
1167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$429K +$36.7K +800 +10%
IAG
1168
Investment Advisory Group
Massachusetts
$429K +$391K +8,542 New
FBA
1169
Front Barnett Associates
Illinois
$428K -$9.16K -200 -2%
NSEDCP
1170
NJ State Employees Deferred Compensation Plan
New Jersey
$427K
FWM
1171
Finer Wealth Management
Massachusetts
$425K +$411K +8,959 New
ET
1172
Equitable Trust
Tennessee
$424K -$69.1K -1,507 -14%
RCWM
1173
Royal Capital Wealth Management
Indiana
$424K +$410K +8,940 New
AT
1174
American Trust
Kentucky
$424K +$410K +8,943 New
CAWM
1175
Capital Advisors Wealth Management
Washington
$423K -$38.9K -849 -9%

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.