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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
BL
1701
Bleichroeder LP
New York
$57K
IRAG
1702
Investment Research & Advisory Group
Georgia
$57K
SC
1703
Steph & Co
Wisconsin
$57K
FPB
1704
First PREMIER Bank
South Dakota
$56K
NOI
1705
Newton One Investments
Delaware
$56K +$412 +9 +0.8%
DHGWA
1706
Dixon Hughes Goodman Wealth Advisors
North Carolina
$54K +$52.6K +1,147 New
TCWM
1707
Total Clarity Wealth Management
Illinois
$52K -$477K -10,400 -90%
RWA
1708
RGT Wealth Advisors
Texas
$51K +$49.3K +1,075 New
WPA
1709
West Paces Advisors
Georgia
$50.4K +$1.28K +28 +3%
LFG
1710
Larson Financial Group
Missouri
$50K -$494K -10,777 -91%
CM
1711
Cornerstone Management
Georgia
$49.8K +$48.2K +1,051 New
TCM
1712
Tradewinds Capital Management
Washington
$49K -$4.58K -100 -9%
TC
1713
Tacita Capital
Ontario, Canada
$49K
WAS
1714
Winch Advisory Services
Wisconsin
$49K +$321 +7 +0.7%
O
1715
Ossiam
France
$48K +$46.3K +1,010 New
FPWM
1716
FSB Premier Wealth Management
Iowa
$48K +$47.3K +1,033 New
HFS
1717
Horizon Financial Services
North Carolina
$47.4K +$45.8K +1,000 New
FIA
1718
FNY Investment Advisers
New York
$47K
TVWM
1719
Tower View Wealth Management
Wisconsin
$47K
PWC
1720
PYA Waltman Capital
Tennessee
$47K +$45.6K +995 New
MHR
1721
Matthew Hamilton Rosenberg
$46K -$10.5K -229 -19%
MCM
1722
MV Capital Management
Maryland
$46K -$4.22K -92 -9%
CC
1723
Corsicana & Co
Texas
$46K
QC
1724
Quent Capital
New York
$46K +$44.2K +965 New
SF
1725
SBK Financial
Virginia
$46K +$44.7K +975 New

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.