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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
NDSI
1251
Newman Dignan & Sheerar Inc
Rhode Island
$362K
EWM
1252
EPG Wealth Management
Georgia
$362K +$367 +8 +0.1%
BBI
1253
Baxter Bros Inc
Connecticut
$361K
FBFS
1254
First Business Financial Services
Wisconsin
$361K
PIMG
1255
Patriot Investment Management Group
Tennessee
$361K +$47.5K +1,036 +16%
CIA
1256
Cladis Investment Advisory
Montana
$360K +$348K +7,600 New
IA
1257
Icon Advisers
Colorado
$360K
BFG
1258
Berger Financial Group
Minnesota
$360K +$348K +7,592 New
TIA
1259
Tandem Investment Advisors
South Carolina
$359K +$321 +7 +0.1%
FTC
1260
Farmers Trust Company
Ohio
$358K -$2.84K -62 -0.8%
DIM
1261
Delta Investment Management
California
$358K +$504 +11 +0.1%
PL
1262
Plancorp LLC
Missouri
$358K +$6.32K +138 +2%
WA
1263
Wambolt & Associates
Colorado
$357K +$1.24K +27 +0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
1264
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$355K -$9.05M -197,499 -96%
AWA
1265
Acorn Wealth Advisors
Michigan
$355K +$35.6K +776 +12%
DS
1266
DRW Securities
Illinois
$355K +$343K +7,490 New
Jones Financial Companies
1267
Jones Financial Companies
Missouri
$354K -$62.6K -1,366 -15%
NB
1268
Northwest Bancshares
Pennsylvania
$354K -$21.1K -460 -6%
GIM
1269
Guardian Investment Management
California
$353K -$12.6K -275 -2%
AFS
1270
Access Financial Services
Minnesota
$353K
DP
1271
Dearborn Partners
Illinois
$353K
VDI
1272
Vaughan David Investments
Illinois
$353K +$27.8K +607 +9%
SAMC
1273
Spectrum Asset Management (California)
California
$351K
EIP
1274
Ellis Investment Partners
Pennsylvania
$351K +$1.05K +23 +0.3%
American Century Companies
1275
American Century Companies
Missouri
$350K -$131K -2,867 -28%

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.