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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
GL
1501
Graypoint LLC
New York
$229K +$2.2K +48 +1%
BHIA
1502
Birch Hill Investment Advisors
Massachusetts
$228K
LWP
1503
Legacy Wealth Planning
Nevada
$227K -$62.7K -1,369 -22%
CWM
1504
Cranbrook Wealth Management
Michigan
$227K +$367 +8 +0.2%
PFA
1505
Pure Financial Advisors
California
$227K +$6.83K +149 +3%
LFA
1506
Legacy Financial Advisors
Kentucky
$227K +$7.19K +157 +3%
HWM
1507
Horizon Wealth Management
Illinois
$227K +$220K +4,800 New
CF
1508
Corrigan Financial
Rhode Island
$227K
DE
1509
Day & Ennis
Georgia
$226K -$504 -11 -0.2%
WA
1510
WESPAC Advisors
California
$226K
SFG
1511
Sovereign Financial Group
Connecticut
$226K +$8.2K +179 +4%
TC
1512
TownSquare Capital
Utah
$225K -$24.6K -536 -10%
SHGA
1513
Sand Hill Global Advisors
California
$225K
HIS
1514
Horizon Investment Services
Indiana
$225K +$5.87K +128 +3%
AWM
1515
Alterna Wealth Management
Texas
$225K +$218K +4,753 New
BAM
1516
Byrne Asset Management
New Jersey
$224K +$217K +4,730 New
DIP
1517
DT Investment Partners
Pennsylvania
$223K -$120K -2,624 -36%
WMA
1518
Wealth Management Associates
New Jersey
$222K +$1.28K +28 +0.6%
GAB
1519
German American Bancorp
Indiana
$222K +$215K +4,687 New
SCP
1520
Seizert Capital Partners
Michigan
$221K -$85.9K -1,875 -29%
WA
1521
Wealth Alliance
New York
$221K +$6.92K +151 +3%
WDL
1522
Well Done LLC
Michigan
$220K -$13.3K -291 -6%
MFW
1523
Mosaic Family Wealth
Missouri
$220K +$550 +12 +0.3%
CCM
1524
Chilton Capital Management
Texas
$219K -$66.7K -1,455 -24%
WIC
1525
Woodmont Investment Counsel
Tennessee
$219K -$5.04K -110 -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.