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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
AIA
1551
Angeles Investment Advisors
California
$210K +$203K +4,422 New
AFC
1552
AFT Forsyth & Company
Florida
$210K +$203K +4,425 New
TFA
1553
Triad Financial Advisors
North Carolina
$210K +$203K +4,440 New
CCM
1554
Chickasaw Capital Management
Tennessee
$209K +$202K +4,400 New
FNFDCM
1555
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$209K +$202K +4,400 New
FAG
1556
Fortitude Advisory Group
Washington
$209K +$202K +4,405 New
CFD
1557
Creative Financial Designs
Indiana
$208K -$367 -8 -0.2%
CCT
1558
Country Club Trust
Missouri
$208K +$202K +4,405 New
MA
1559
MBA Advisors
Pennsylvania
$207K -$22.7K -495 -10%
CAM
1560
Cubic Asset Management
Massachusetts
$207K +$200K +4,368 New
LDFR
1561
Lehman & Derafelo Financial Resources
Pennsylvania
$207K +$201K +4,376 New
TCOT
1562
Trust Company of Toledo
Ohio
$206K -$15.5K -338 -7%
FMTCOCP
1563
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$206K
SFG
1564
SNS Financial Group
Minnesota
$206K +$200K +4,356 New
PIA
1565
Perennial Investment Advisors
California
$205K +$197K +4,301 New
PSIWM
1566
Paradigm Strategies in Wealth Management
Minnesota
$205K +$198K +4,319 New
OWA
1567
Opal Wealth Advisors
New York
$205K +$198K +4,320 New
IIC
1568
Ironwood Investment Counsel
Arizona
$205K +$199K +4,340 New
OCPWS
1569
One Charles Private Wealth Services
Massachusetts
$204K -$97.6K -2,129 -33%
EWP
1570
Engrave Wealth Partners
Texas
$204K -$6.09K -133 -3%
AWM
1571
Avior Wealth Management
Nebraska
$204K +$2.89K +63 +1%
AAP
1572
Arax Advisory Partners
Colorado
$204K +$8.66K +189 +5%
FCFS
1573
First Command Financial Services
Texas
$204K +$42.2K +921 +27%
ASC
1574
Atalanta Sosnoff Capital
New York
$204K +$197K +4,297 New
DLHL
1575
Donald L. Hagan LLC
Florida
$203K -$27.3K -595 -12%

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.