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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
CWA
1676
Clearview Wealth Advisors
Oregon
$76K -$2.02K -44 -3%
HC
1677
Hoese & Co
Minnesota
$76K
ACM
1678
Aquatic Capital Management
Illinois
$76K +$73.3K +1,600 New
RCG
1679
Rock Creek Group
District of Columbia
$73K -$9.07K -198 -11%
GFPC
1680
Global Financial Private Client
Florida
$72.5K +$46K +1,004 +191%
GWS
1681
Glassman Wealth Services
Virginia
$71K -$55.4K -1,208 -45%
CPA
1682
Cowen Prime Advisors
New York
$71K
SAM
1683
S.A. Mason
Michigan
$71K
VIMU
1684
Veritas Investment Management (UK)
United Kingdom
$71K
BWM
1685
Baystate Wealth Management
Massachusetts
$71K +$3.99K +87 +6%
EWA
1686
EverSource Wealth Advisors
Alabama
$69K +$67K +1,461 New
Manulife (Manufacturers Life Insurance)
1687
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.2K -$14.2M -309,769 -18%
TCCM
1688
Timber Creek Capital Management
Massachusetts
$68K
CWM
1689
Curi Wealth Management
North Carolina
$67K +$64.8K +1,415 New
GTAM
1690
Global Trust Asset Management
Florida
$65K
GLLW
1691
Graves Light Lenhart Wealth
Virginia
$65K +$275 +6 +0.4%
CH
1692
Canton Hathaway
Rhode Island
$64K
CWA
1693
Carolina Wealth Advisors
South Carolina
$63K -$433K -9,442 -88%
KA
1694
Kozak & Associates
Colorado
$62K +$962 +21 +2%
NF
1695
Norwood Financial
Pennsylvania
$62K +$60K +1,310 New
SWA
1696
SOA Wealth Advisors
New York
$58K -$39K -850 -41%
WBC
1697
West Branch Capital
Massachusetts
$58K
S
1698
Surevest
California
$58K +$56K +1,222 New
ASBI
1699
American State Bank (Iowa)
Iowa
$57.8K
MFA
1700
McClarren Financial Advisors
Pennsylvania
$57K -$26.3K -574 -32%

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.