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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
SBWIC
1526
Schaper Benz & Wise Investment Counsel
Wisconsin
$219K +$2.29K +50 +1%
MWAM
1527
Manhattan West Asset Management
California
$219K +$212K +4,631 New
GWMIA
1528
Global Wealth Management Investment Advisory
Florida
$218K -$45.8K -1,000 -18%
NQWM
1529
Northwest Quadrant Wealth Management
Oregon
$218K -$16.7K -365 -7%
WCG
1530
Weaver Consulting Group
California
$218K +$8.84K +193 +4%
FAG
1531
Financial Advisory Group
Texas
$218K +$9.16K +200 +5%
EWM
1532
Elmwood Wealth Management
California
$218K +$211K +4,597 New
HA
1533
HYA Advisors
Missouri
$217K -$26K -567 -11%
JE
1534
JMAC Enterprises
Pennsylvania
$216K +$197K +4,290 New
TSS
1535
Two Sigma Securities
New York
$215K -$1.07M -23,427 -84%
CWP
1536
Concord Wealth Partners
Virginia
$215K +$65.7K +1,433 +46%
AWS
1537
Arkfeld Wealth Strategies
Nebraska
$215K +$196K +4,275 New
RPCONE
1538
Retirement Planning Company of New England
Rhode Island
$215K +$209K +4,556 New
DAC
1539
Dividend Assets Capital
South Carolina
$214K
TSWM
1540
Triangle Securities Wealth Management
North Carolina
$214K +$5.27K +115 +3%
AWM
1541
Act Wealth Management
Texas
$213K
EWA
1542
ERTS Wealth Advisors
Michigan
$212K +$412 +9 +0.2%
TNA
1543
True North Advisors
Texas
$212K +$205K +4,477 New
TFS
1544
Thoroughbred Financial Services
Tennessee
$211K -$27.4K -597 -12%
SCM
1545
SOL Capital Management
Maryland
$211K -$9.16K -200 -4%
BFA
1546
Bragg Financial Advisors
North Carolina
$211K
KOC
1547
Koss-Olinger Consulting
Florida
$211K +$733 +16 +0.4%
VC
1548
Vestor Capital
Illinois
$210K
FPS
1549
Fieldpoint Private Securities
Connecticut
$210K +$4.49K +98 +2%
WPC
1550
Wedmont Private Capital
Pennsylvania
$210K +$191K +4,178 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.