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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
ATC
1626
Adirondack Trust Company
New York
$145K -$2.06K -45 -1%
EWM
1627
Edge Wealth Management
New York
$145K
JWA
1628
JFS Wealth Advisors
Pennsylvania
$144K +$18.1K +395 +15%
MW
1629
Milestone Wealth
New York
$143K +$138K +3,002 New
WOSD
1630
WFA of San Diego
California
$143K +$138K +3,012 New
APC
1631
Aspire Private Capital
North Carolina
$142K +$1.6K +35 +1%
ACM
1632
Antonetti Capital Management
Florida
$140K -$3.44K -75 -2%
FNBOSM
1633
First National Bank of South Miami
Florida
$140K
LAS
1634
Lloyd Advisory Services
Georgia
$137K +$2.48K +54 +2%
AIC
1635
Archer Investment Corporation
Indiana
$136K +$1.01K +22 +0.8%
JWM
1636
Janiczek Wealth Management
Colorado
$133K +$183 +4 +0.1%
NSB
1637
Norway Savings Bank
Maine
$131K +$13K +284 +11%
MAM
1638
Mystic Asset Management
Rhode Island
$129K +$125K +2,725 New
AA
1639
AlphaMark Advisors
Kentucky
$124K
MIM
1640
Meridiem Investment Management
United Kingdom
$123K
HI
1641
Hudock Inc
Pennsylvania
$123K +$825 +18 +0.7%
GWSG
1642
GPS Wealth Strategies Group
Colorado
$122K +$32.5K +710 +38%
PCFFS
1643
Pacific Center for Financial Services
California
$121K
FFWM
1644
Future Financial Wealth Management
Ohio
$121K +$115K +2,520 New
ICM
1645
Islay Capital Management
Texas
$120K +$916 +20 +0.8%
PWMG
1646
Prestige Wealth Management Group
New Jersey
$119K -$3.67K -80 -3%
RDIA
1647
RE Dickinson Investment Advisors
Iowa
$119K +$115K +2,520 New
SAM
1648
Strategic Asset Management
Minnesota
$117K -$55K -1,200 -33%
POIA
1649
Pin Oak Investment Advisors
Texas
$116K
CFFP
1650
Center for Financial Planning
Michigan
$114K

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.