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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
CA
1301
Calton & Associates
Florida
$331K -$12.6K -276 -4%
FFBTD
1302
First Financial Bank - Trust Division
Ohio
$331K -$5.68K -124 -2%
NMIMC
1303
Northwestern Mutual Investment Management Company
Wisconsin
$331K -$92 -2 -0%
EW
1304
Element Wealth
Mississippi
$331K +$7.38K +161 +2%
AT
1305
Arvest Trust
Oklahoma
$331K +$320K +6,980 New
FPAS
1306
Focus Partners Advisor Solutions
Missouri
$331K +$320K +6,994 New
DY
1307
Dowling & Yahnke
California
$330K -$41.2K -900 -11%
HCP
1308
Hexagon Capital Partners
Arkansas
$330K +$63.3K +1,382 +25%
PFSC
1309
Peoples Financial Services Corp
Pennsylvania
$329K -$36.7K -800 -10%
SFS
1310
Strategic Financial Services
New York
$329K -$8.84K -193 -3%
BBNA
1311
Bremer Bank National Association
Minnesota
$328K -$7.33K -160 -2%
CT
1312
Coastline Trust
Rhode Island
$328K -$4.58K -100 -1%
RT
1313
Rockland Trust
Massachusetts
$328K -$1.74K -38 -0.5%
RCA
1314
Ranch Capital Advisors
Florida
$328K
CFCI
1315
Comprehensive Financial Consultants Institutional
Indiana
$328K +$292K +6,373 New
VC
1316
Vicus Capital
Pennsylvania
$328K +$297K +6,474 New
IAM
1317
Infusive Asset Management
New York
$327K -$17.5K -382 -5%
COI
1318
Connable Office Inc
Michigan
$326K
PS
1319
Planned Solutions
California
$325K +$314K +6,850 New
PFS
1320
Physicians Financial Services
North Carolina
$324K -$64.1K -1,398 -17%
TW
1321
Transform Wealth
Colorado
$324K -$52K -1,134 -14%
WTFG
1322
Wells Trecaso Financial Group
Ohio
$324K +$229 +5 +0.1%
MM
1323
MQS Management
New York
$323K +$312K +6,811 New
VCM
1324
Vivaldi Capital Management
Illinois
$323K +$312K +6,815 New
GIA
1325
Guyasuta Investment Advisors
Pennsylvania
$322K

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.