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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
PCP
1376
Proficio Capital Partners
Massachusetts
$290K -$1.38K -30 -0.5%
AC
1377
Abbrea Capital
California
$290K +$13.7K +300 +5%
FNBOO
1378
First National Bank of Omaha
Nebraska
$290K +$58.7K +1,282 +26%
KTA
1379
Keeley-Teton Advisors
Illinois
$290K +$280K +6,120 New
NF
1380
NTB Financial
Colorado
$289K +$280K +6,100 New
TAM
1381
Tocqueville Asset Management
New York
$288K -$32.9K -718 -11%
CCFCSB
1382
Cape Cod Five Cents Savings Bank
Massachusetts
$288K -$550 -12 -0.2%
SCM
1383
Silvant Capital Management
Georgia
$288K
DC
1384
Defender Capital
North Carolina
$288K +$279K +6,086 New
SWP
1385
Summit Wealth Partners
Florida
$287K +$550 +12 +0.2%
BS
1386
Boenning & Scattergood
Pennsylvania
$287K -$4.58K -100 -2%
MCP
1387
Mirador Capital Partners
California
$285K -$44.7K -976 -14%
MAG
1388
Mayfair Advisory Group
Alabama
$285K -$3.48K -76 -1%
HTHT
1389
Hemenway Trust Hemenway Trust
New Hampshire
$284K
RPWA
1390
Regent Peak Wealth Advisors
Georgia
$282K -$54.7K -1,194 -17%
BIA
1391
Barry Investment Advisors
Massachusetts
$282K +$1.42K +31 +0.5%
OHWP
1392
Oak Harbor Wealth Partners
North Carolina
$282K +$272K +5,945 New
MCM
1393
Manchester Capital Management
Vermont
$281K
MCWA
1394
Meadow Creek Wealth Advisors
Georgia
$281K +$272K +5,939 New
AF
1395
AtlasMark Financial
Texas
$280K
FCFC
1396
First Citizens Financial Corp
Iowa
$280K
RMC
1397
Resources Management Corp
Connecticut
$279K +$4.58K +100 +2%
ONST
1398
Old North State Trust
North Carolina
$279K +$72.6K +1,585 +37%
SB
1399
Strategic Blueprint
Georgia
$279K +$270K +5,888 New
BBA
1400
BLB&B Advisors
Pennsylvania
$278K -$142K -3,100 -35%

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.