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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
WDG
1176
Wealth Dimensions Group
Ohio
$423K +$1.65K +36 +0.4%
WWMSC
1177
Wagner Wealth Management (South Carolina)
South Carolina
$422K -$55.9K -1,220 -12%
AI
1178
Accredited Investors
Minnesota
$422K -$39.5K -863 -9%
GD
1179
Grandfield & Dodd
New York
$420K -$10.4K -227 -3%
SIS
1180
Sound Income Strategies
Florida
$419K +$4.31K +94 +1%
ACM
1181
Azimuth Capital Management
Michigan
$417K -$67.7K -1,478 -14%
CAI
1182
Capital Advisors Inc
Oklahoma
$414K -$61K -1,331 -13%
SC
1183
Stephens Consulting
Michigan
$414K +$400K +8,736 New
FAT
1184
First American Trust
California
$413K +$3.85K +84 +1%
PCM
1185
Perritt Capital Management
Illinois
$413K +$13.5K +295 +4%
MSCM
1186
McElhenny Sheffield Capital Management
Texas
$412K +$137 +3 +0%
MC
1187
Machina Capital
France
$412K +$94.9K +2,072 +31%
UAS
1188
United Asset Strategies
New York
$411K -$13.3K -290 -3%
GC
1189
Gratus Capital
Georgia
$410K +$962 +21 +0.2%
BA
1190
Birinyi Associates
Connecticut
$408K -$34.4K -750 -8%
PFM
1191
Parsec Financial Management
North Carolina
$407K
SAM
1192
Synergy Asset Management
Washington
$406K +$6.83K +149 +2%
ACG
1193
Allen Capital Group
Nebraska
$405K -$28.6K -624 -7%
MHB
1194
Midwest Heritage Bank
Iowa
$403K +$390K +8,512 New
HW
1195
Hancock Whitney
Mississippi
$402K -$64.5K -1,408 -14%
ACS
1196
Archford Capital Strategies
Illinois
$402K -$9.94K -217 -2%
FM
1197
Family Management
New York
$402K -$779 -17 -0.2%
IA
1198
IFG Advisors
Missouri
$402K
APW
1199
Atlantic Private Wealth
North Carolina
$401K +$388K +8,458 New
CCA
1200
Cobblestone Capital Advisors
New York
$399K -$10.8K -236 -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.