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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
SACTSONJ
1351
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$308K
CCM
1352
Carlson Capital Management
Minnesota
$307K -$45K -981 -13%
ST
1353
Smithfield Trust
Pennsylvania
$307K +$2.29K +50 +0.8%
WE
1354
Wealth Effects
Massachusetts
$307K +$297K +6,475 New
AIA
1355
Avalon Investment & Advisory
Texas
$306K -$28.9K -630 -9%
BCAM
1356
Boston Common Asset Management
Massachusetts
$306K +$14.8K +322 +5%
MMHP
1357
Murphy Middleton Hinkle & Parker
Georgia
$305K
BAAM
1358
Baker Avenue Asset Management
California
$304K +$40.6K +886 +16%
FANJ
1359
Financial Architects (New Jersey)
New Jersey
$303K -$8.89K -194 -3%
SFG
1360
StrategIQ Financial Group
Indiana
$303K +$293K +6,397 New
BMO
1361
Beck Mack & Oliver
New York
$302K
IAIM
1362
Industrial Alliance Investment Management
Quebec, Canada
$301K +$291K +6,343 New
KF
1363
Krilogy Financial
Missouri
$300K +$290K +6,331 New
TFGT
1364
TS Financial Group (TSFG)
Illinois
$299K -$3.53K -77 -1%
WB
1365
Webster Bank
Connecticut
$299K
WA
1366
WealthTrust Axiom
Pennsylvania
$298K
IA
1367
Insight Advisors
Pennsylvania
$297K -$3.12K -68 -1%
AP
1368
Americana Partners
Texas
$295K -$972K -21,214 -77%
FMP
1369
Financial Management Professionals
Texas
$295K +$550 +12 +0.2%
EBSAM
1370
Eubel Brady & Suttman Asset Management
Ohio
$295K +$4.31K +94 +2%
CA
1371
Claro Advisors
Massachusetts
$294K +$2.11K +46 +0.7%
ESBC
1372
E.S. Barr & Co
Kentucky
$294K +$15.9K +346 +6%
FUBT
1373
First United Bank & Trust
Maryland
$293K +$283K +6,181 New
MSFS
1374
Main Street Financial Solutions
Pennsylvania
$291K -$5.82K -127 -2%
AF
1375
Arrow Financial
New York
$290K -$4.58K -100 -2%

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.