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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
FMB
1651
Field & Main Bank
Kentucky
$114K
C
1652
Covestor
United Kingdom
$113K +$109K +2,377 New
HNWAG
1653
High Net Worth Advisory Group
Florida
$113K +$109K +2,379 New
AWA
1654
Amplius Wealth Advisors
Pennsylvania
$113K +$110K +2,400 New
FA
1655
Fortis Advisors
Pennsylvania
$112K +$108K +2,365 New
LCM
1656
Logan Capital Management
Pennsylvania
$109K -$13.2K -288 -11%
CAM
1657
Costello Asset Management
Pennsylvania
$109K
TF
1658
Tompkins Financial
New York
$109K
ODG
1659
O'Dell Group
Ohio
$109K +$11.8K +257 +13%
CC
1660
Commons Capital
Massachusetts
$106K +$102K +2,236 New
CWC
1661
Carolinas Wealth Consulting
North Carolina
$104K -$11.7K -255 -11%
BBPWM
1662
Blue Bell Private Wealth Management
Pennsylvania
$101K +$97.9K +2,136 New
HCM
1663
Highlander Capital Management
New Jersey
$99K
AI
1664
AdvisorShares Investments
Maryland
$96K -$22.9K -500 -20%
AWM
1665
Atticus Wealth Management
Florida
$96K
Skandinaviska Enskilda Banken (SEB)
1666
Skandinaviska Enskilda Banken (SEB)
Sweden
$95K
KFS
1667
Kelly Financial Services
Massachusetts
$94.3K +$596 +13 +0.7%
SC
1668
Sierra Capital
Florida
$85K +$9.16K +200 +13%
SFS
1669
Security Financial Services
Indiana
$84K +$81K +1,767 New
BBHC
1670
Brown Brothers Harriman & Co
New York
$82.8K -$20M -435,734 -20%
LPWM
1671
Lake Point Wealth Management
Texas
$81K +$46 +1 +0.1%
GEA
1672
Glen Eagle Advisors
New Jersey
$79.5K +$8.89K +194 +13%
LWA
1673
Lenox Wealth Advisors
New York
$79K -$2.15K -47 -3%
AWM
1674
Accel Wealth Management
Iowa
$79K +$229 +5 +0.3%
SC
1675
Sawyer & Company
Massachusetts
$78K

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.