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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
Amundi
126
Amundi
France
$29.4M +$2.45M +53,533 +10%
CA
127
Capitolis Advisors
New York
$29.1M +$22.7M +495,615 +420%
AA
128
ALPS Advisors
Colorado
$29M +$6.8M +148,441 +32%
PI
129
Putnam Investments
Massachusetts
$28.7M -$909K -19,845 -3%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$28.6M +$1.8M +39,196 +7%
Barrow, Hanley, Mewhinney & Strauss
131
Barrow, Hanley, Mewhinney & Strauss
Texas
$28.1M -$3.03M -66,026 -10%
ELI
132
Empire Life Investments
Ontario, Canada
$27.5M +$82.3K +1,797 +0.3%
PI
133
PineBridge Investments
New York
$27.5M -$5.31M -115,826 -17%
M&T Bank
134
M&T Bank
New York
$27.2M -$1.75M -38,151 -6%
FP
135
Foundry Partners
Minnesota
$26.8M -$37.8K -825 -0.1%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$26.8M +$553K +12,064 +2%
Aviva
137
Aviva
United Kingdom
$26.4M -$482K -10,516 -2%
SOMRS
138
State of Michigan Retirement System
Michigan
$25.8M +$2.22M +48,468 +10%
CIA
139
Capital Investment Advisors
Georgia
$25.5M +$619K +13,499 +3%
AIG
140
American International Group
New York
$24.8M -$329K -7,189 -1%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$24.5M +$1.05M +22,931 +5%
AB
142
Amalgamated Bank
New York
$24.4M +$2.9M +63,392 +14%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$24.2M +$3.36M +73,253 +17%
Calamos Advisors
144
Calamos Advisors
Illinois
$24.2M +$801K +17,474 +4%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$24.1M -$2.54M -55,483 -10%
ASRS
146
Arizona State Retirement System
Arizona
$23.9M -$505K -11,015 -2%
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
$23.9M -$27.9M -608,566 -55%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$23.4M +$463K +10,093 +2%
CB
149
Commerce Bank
Missouri
$23.4M +$431K +9,400 +2%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$23.2M -$1.83M -40,042 -8%

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.