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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
GAM
1601
Gemmer Asset Management
California
$179K +$1.42K +31 +0.8%
JEST
1602
JTC Employer Solutions Trustee
Jersey
$176K
BAM
1603
Bellevue Asset Management
Washington
$176K +$412 +9 +0.2%
PP
1604
PFS Partners
New Jersey
$174K +$168K +3,665 New
KFI
1605
Key Financial Inc
Pennsylvania
$173K +$40.4K +881 +32%
PSB
1606
Piscataqua Savings Bank
New Hampshire
$172K
BWL
1607
Bogart Wealth LLC
Virginia
$170K -$4.8M -104,794 -97%
Marshall Wace
1608
Marshall Wace
United Kingdom
$164K -$191K -4,164 -55%
APW
1609
Acima Private Wealth
Virginia
$164K
CCMW
1610
Cypress Capital Management (Wyoming)
Wyoming
$164K
BI
1611
Beecher Investors
Connecticut
$164K +$159K +3,460 New
MIFH
1612
Migdal Insurance & Financial Holdings
Israel
$160K +$6.87K +150 +5%
WOC
1613
West Oak Capital
California
$159K -$8.02K -175 -5%
CB
1614
CNB Bank
Pennsylvania
$159K
ZB
1615
Zions Bancorporation
Utah
$157K +$16.1K +352 +12%
COCM
1616
Charter Oak Capital Management
New Hampshire
$156K
AIM
1617
Achmea Investment Management
Netherlands
$155K
FCB
1618
First Command Bank
Texas
$154K
AIM
1619
Acropolis Investment Management
Missouri
$153K -$17K -370 -10%
SBL
1620
Sargent Bickham Lagudis
Colorado
$151K -$1.38M -30,042 -90%
VCM
1621
Versant Capital Management
Arizona
$151K -$68.7K -1,500 -32%
BEI
1622
Benjamin Edwards Inc
Missouri
$150K +$65.6K +1,432 +83%
CBT
1623
Central Bank & Trust
Kentucky
$149K
NIC
1624
Northwest Investment Counselors
Oregon
$148K +$143K +3,120 New
LWANC
1625
Laurel Wealth Advisors (North Carolina)
North Carolina
$147K

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.