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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
TRCT
151
Tower Research Capital (TRC)
New York
$21.9M +$17.5M +382,378 +483%
Point72 Asset Management
152
Point72 Asset Management
Connecticut
$21.6M +$20.6M +448,611 +5,774%
HP
153
Hikari Power
Japan
$21.1M +$2M +43,690 +11%
Nomura Asset Management
154
Nomura Asset Management
Japan
$20.4M +$850K +18,551 +5%
MML Investors Services
155
MML Investors Services
Massachusetts
$20.3M -$1.14M -24,917 -6%
OAM
156
Oppenheimer Asset Management
New York
$20.2M +$1.81M +39,512 +10%
MIM
157
MetLife Investment Management
New Jersey
$19.2M -$487K -10,637 -3%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$19.2M +$265K +5,785 +1%
SEI Investments
159
SEI Investments
Pennsylvania
$19M +$3.51M +76,495 +24%
Comerica Bank
160
Comerica Bank
Texas
$18.8M -$1.09M -23,828 -6%
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$18.6M +$18M +392,896 New
Creative Planning
162
Creative Planning
Kansas
$18.4M -$190K -4,151 -1%
TIP
163
Torray Investment Partners
Maryland
$18.2M +$23.3K +508 +0.1%
Boston Partners
164
Boston Partners
Massachusetts
$17.9M -$912K -19,905 -5%
HTI
165
Hikari Tsushin Inc
Japan
$17.8M +$17.2M +374,808 New
TH
166
TCTC Holdings
Texas
$17.5M -$53K -1,156 -0.3%
AAM
167
Advisors Asset Management
Colorado
$17.4M -$109K -2,388 -0.6%
PI
168
PFS Investments
Georgia
$17.3M +$3.95M +86,279 +31%
ProShare Advisors
169
ProShare Advisors
Maryland
$17.1M +$3.93M +85,803 +31%
URS
170
Utah Retirement Systems
Utah
$15.9M +$32.1K +700 +0.2%
CA
171
Cetera Advisors
Colorado
$15.8M -$872K -19,020 -5%
Group One Trading
172
Group One Trading
Illinois
$15.8M +$7.13M +155,688 +88%
GRQ
173
Gardner Russo & Quinn
Pennsylvania
$15.7M +$71.6K +1,563 +0.5%
VHAM
174
Van Hulzen Asset Management
California
$15.4M +$4.75M +103,574 +47%
BCIM
175
British Columbia Investment Management
British Columbia, Canada
$15.4M -$803K -17,533 -5%

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.