We are live on ! Find out more
MO icon

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
SIA
1451
Schechter Investment Advisors
Michigan
$252K +$243K +5,298 New
MFC
1452
Morris Financial Concepts
South Carolina
$252K +$244K +5,322 New
BP
1453
Ballentine Partners
Massachusetts
$252K +$244K +5,326 New
TFA
1454
Toth Financial Advisory
Virginia
$251K -$4.03K -88 -2%
MS
1455
Madden Securities
Texas
$251K
TFO
1456
Tarbox Family Office
California
$251K
HBT
1457
Heartland Bank & Trust
Illinois
$249K
OBWG
1458
Onyx Bridge Wealth Group
New York
$249K +$25K +545 +12%
BOPW
1459
Brandywine Oak Private Wealth
Pennsylvania
$248K -$1.74K -38 -0.7%
HA
1460
Herold Advisors
New York
$248K
TF
1461
TimeScale Financial
Massachusetts
$248K +$4.22K +92 +2%
CC
1462
Cannell & Co
New York
$247K
KFP
1463
KMG Fiduciary Partners
Ohio
$247K +$321 +7 +0.1%
HFS
1464
Howard Financial Services
Texas
$247K +$29.6K +645 +14%
PMFA
1465
Plante Moran Financial Advisors
Michigan
$246K -$164K -3,576 -41%
EFSCE
1466
Enterprise Financial Services Corp (EFSC)
Missouri
$246K -$8.66K -189 -4%
AIM
1467
Aspen Investment Management
Michigan
$246K
ACA
1468
Affinity Capital Advisors
California
$246K +$9.3K +203 +4%
9WM
1469
9258 Wealth Management
Ohio
$245K -$13.7K -298 -5%
CB
1470
Community Bank
New York
$245K
GFS
1471
GYL Financial Synergies
Connecticut
$245K +$23.2K +506 +11%
Kovitz Investment Group Partners
1472
Kovitz Investment Group Partners
Illinois
$242K -$163K -3,554 -38%
BFPW
1473
BOK Financial Private Wealth
Colorado
$242K -$61.8K -1,348 -21%
AIP
1474
Ahrens Investment Partners
Louisiana
$242K +$234K +5,101 New
DWT
1475
Dorsey & Whitney Trust
South Dakota
$242K +$234K +5,110 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.