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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
PIA
1576
Powell Investment Advisors
Florida
$203K +$192K +4,200 New
KOMWMG
1577
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$203K +$196K +4,285 New
HBT
1578
Hills Bank & Trust
Iowa
$202K -$114K -2,477 -37%
EWM
1579
Evermay Wealth Management
Virginia
$202K -$3.3K -72 -2%
CB
1580
Cadence Bank
Mississippi
$202K +$195K +4,263 New
SFS
1581
Summit Financial Strategies
Ohio
$201K -$84.8K -1,850 -30%
SDWMA
1582
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K -$18.3K -400 -9%
BFA
1583
Beaumont Financial Advisors
Massachusetts
$201K +$194K +4,231 New
YIA
1584
YHB Investment Advisors
Connecticut
$201K +$194K +4,236 New
SFM
1585
Signet Financial Management
New Jersey
$201K +$194K +4,244 New
SWM
1586
Scissortail Wealth Management
Oklahoma
$201K +$195K +4,245 New
AO
1587
Advisor OS
Illinois
$200K +$193K +4,213 New
SWA
1588
Sutton Wealth Advisors
Florida
$194K -$54.2K -1,182 -22%
PCG
1589
Private Capital Group
Connecticut
$193K -$29.2K -637 -14%
EA
1590
Evolution Advisers
Virginia
$192K +$183K +3,996 New
RBC
1591
Roble Belko & Company
Pennsylvania
$190K +$13.6K +297 +8%
CWM
1592
CarsonAllaria Wealth Management
Illinois
$190K +$184K +4,006 New
SCA
1593
Stonebridge Capital Advisors
Minnesota
$188K +$21.2K +462 +13%
AA
1594
Addison Advisors
Vermont
$188K +$145K +3,156 +393%
CAL
1595
Capital Advisors Ltd
Ohio
$187K -$64.6K -1,409 -26%
SN
1596
Sittner & Nelson
Oregon
$185K
SWM
1597
Sugarloaf Wealth Management
Georgia
$183K +$1.79K +39 +1%
EBA
1598
Eagle Bay Advisors
New York
$181K -$36K -786 -17%
JGIA
1599
Jackson Grant Investment Advisers
Connecticut
$181K -$17.8K -388 -9%
HIA
1600
Harbor Investment Advisory
Maryland
$180K +$3.53K +77 +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.