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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
SFG
1276
SevenBridge Financial Group
Pennsylvania
$348K -$51.8K -1,130 -13%
CPSAC
1277
Chas P. Smith & Associates (CPS)
Florida
$348K -$14.3K -312 -4%
SIA
1278
Sage Investment Advisers
New York
$348K +$337K +7,346 New
MHIC
1279
Marble Harbor Investment Counsel
Massachusetts
$346K
FFG
1280
Frisch Financial Group
New York
$346K +$1.65K +36 +0.5%
KC
1281
Kenfarb & Co
Kentucky
$346K +$335K +7,300 New
SAF
1282
Smith Anglin Financial
Texas
$345K +$20K +436 +6%
RIM
1283
Regent Investment Management
Kentucky
$344K
EA
1284
Eudaimonia Advisors
Tennessee
$344K +$332K +7,253 New
TAIM
1285
TD Ameritrade Investment Management
Nebraska
$343K -$45.3K -988 -12%
GIP
1286
Greatmark Investment Partners
Georgia
$341K
PLFAM
1287
Pineno Levin & Ford Asset Management
Virginia
$341K +$68.7K +1,500 +26%
KWMG
1288
King Wealth Management Group
Florida
$339K -$7.1K -155 -2%
PP
1289
PDS Planning
Ohio
$338K -$40.3K -880 -11%
CL
1290
COWA LLC
Oklahoma
$337K
TA
1291
Tiedemann Advisors
New York
$337K
SG
1292
Stonnington Group
California
$336K -$137K -3,000 -31%
APWM
1293
Atlas Private Wealth Management
New York
$336K -$18.8K -410 -5%
IFWM
1294
Institute for Wealth Management
Colorado
$336K +$229 +5 +0.1%
DA
1295
DCM Advisors
New York
$335K +$324K +7,069 New
JSL
1296
JT Stratford LLC
Georgia
$333K -$2.06K -45 -0.6%
PCIA
1297
Prime Capital Investment Advisors
Kansas
$333K +$322K +7,024 New
CCM
1298
Chiron Capital Management
Florida
$332K
HAIM
1299
Hunter Associates Investment Management
Pennsylvania
$332K
IWP
1300
Icon Wealth Partners
Texas
$332K +$29.8K +650 +10%

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.