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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
PWPS
1201
Pinnacle Wealth Planning Services
Ohio
$398K -$29.4K -642 -7%
CTI
1202
Community Trust & Investment
Kentucky
$398K
SF
1203
Summit Financial
New Jersey
$397K +$6.32K +138 +2%
CWM
1204
Congress Wealth Management
Massachusetts
$397K +$384K +8,384 New
GP
1205
Girard Partners
Pennsylvania
$395K -$458 -10 -0.1%
CPA
1206
Clear Perspective Advisors
Illinois
$395K +$7.7K +168 +2%
CIA
1207
Cohen Investment Advisors
New Hampshire
$394K -$4.49K -98 -1%
VWA
1208
V Wealth Advisors
Kansas
$394K +$53.2K +1,160 +16%
TFA
1209
Teamwork Financial Advisors
Texas
$393K -$73.1K -1,595 -16%
PIA
1210
Pinion Investment Advisors
Kansas
$393K +$13.2K +288 +4%
PK
1211
Pflug Koory
Nebraska
$393K +$74.3K +1,622 +24%
DHFB
1212
Dixon Hubard Feinour & Brown
Virginia
$393K +$76.9K +1,678 +25%
FPCP
1213
Fort Point Capital Partners
California
$392K +$94.9K +2,070 +33%
CPA
1214
Court Place Advisors
Maryland
$391K -$45.8K -1,000 -11%
CA
1215
Continuum Advisory
Idaho
$391K +$2.61K +57 +0.7%
CG
1216
CFO4Life Group
Texas
$390K +$13.9K +303 +4%
MGIA
1217
Moneta Group Investment Advisors
Missouri
$389K +$37.9K +827 +11%
TNBTD
1218
Trustmark National Bank Trust Department
Mississippi
$388K +$374K +8,170 New
SSW
1219
Smith Shellnut Wilson
Mississippi
$387K
EW
1220
Evoke Wealth
California
$386K -$68.3K -1,491 -16%
FP
1221
Financial Perspectives
Minnesota
$385K +$46 +1 +0%
TWA
1222
TCI Wealth Advisors
Arizona
$385K -$63.1K -1,378 -15%
FCA
1223
FinTrust Capital Advisors
South Carolina
$384K -$13.1K -286 -3%
EFL
1224
ERn Financial LLC
Wisconsin
$384K +$16.6K +363 +5%
SPWM
1225
Schrum Private Wealth Management
Florida
$384K +$372K +8,112 New

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.