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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
PWP
1326
Perfromance Wealth Partners
Illinois
$321K +$310K +6,774 New
NG
1327
Northstar Group
New York
$320K -$135K -2,947 -30%
CHC
1328
City Holding Co
West Virginia
$320K -$55.3K -1,206 -16%
GGI
1329
Godsey & Gibb Inc
Virginia
$320K +$309K +6,748 New
CA
1330
Callahan Advisors
Texas
$319K +$550 +12 +0.2%
SFA
1331
Souders Financial Advisors
Ohio
$319K +$2.34K +51 +0.8%
AFG
1332
Albion Financial Group
Utah
$317K -$91.1K -1,987 -23%
PA
1333
Procyon Advisors
Connecticut
$316K -$38.4K -838 -11%
HIP
1334
HUB Investment Partners
Texas
$316K -$18.5K -404 -6%
SOW
1335
State of Wyoming
Wyoming
$316K +$155K +3,377 +103%
QTM
1336
qPULA Trading Management
New York
$316K +$306K +6,677 New
LPIC
1337
LeJeune Puetz Investment Counsel
Michigan
$314K
EIM
1338
Ervin Investment Management
Washington
$314K +$303K +6,623 New
1SB
1339
1ST Source Bank
Indiana
$313K
PB
1340
Pinnacle Bancorp
Nebraska
$313K
TWP
1341
Tempus Wealth Planning
California
$313K
JCM
1342
J2 Capital Management
Michigan
$313K +$303K +6,610 New
STA
1343
Summit Trail Advisors
New York
$311K -$48.5K -1,058 -14%
SMA
1344
Sage Mountain Advisors
Georgia
$311K +$50K +1,091 +20%
NWM
1345
Northcape Wealth Management
New York
$311K +$301K +6,570 New
KFGK
1346
Keystone Financial Group (Kentucky)
Kentucky
$310K +$1.19K +26 +0.4%
CFA
1347
Compass Financial Advisors
Indiana
$310K +$300K +6,542 New
MWM
1348
Minot Wealth Management
Massachusetts
$309K -$48.2K -1,051 -14%
FCA
1349
FLC Capital Advisors
California
$309K -$45.8K -1,000 -13%
WB
1350
West Bancorporation
Iowa
$309K +$299K +6,530 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.