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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
CCM
1726
Copeland Capital Management
Pennsylvania
$45K -$20.9K -455 -33%
EARNEST Partners
1727
EARNEST Partners
Georgia
$45K
WWM
1728
Wolff Wiese Magana
California
$44K +$183 +4 +0.4%
PCMC
1729
Paragon Capital Management (Colorado)
Colorado
$43K +$41.6K +908 New
DWP
1730
Destiny Wealth Partners
Florida
$42K +$779 +17 +2%
ANBT
1731
American National Bank & Trust
Texas
$39K +$37.7K +823 New
IFS
1732
Intelligent Financial Strategies
Minnesota
$38K +$36.7K +800 New
CI
1733
Carroll Investors
South Carolina
$38K +$37.1K +810 New
ED
1734
Exane Derivatives
France
$37.7K +$11.8K +257 +48%
Optiver Holding
1735
Optiver Holding
Netherlands
$37K
FWA
1736
FSC Wealth Advisors
New York
$37K +$36.1K +788 New
MUMSS
1737
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K +$6.42K +140 +23%
AIM
1738
AHL Investment Management
Florida
$36K +$34.4K +750 New
AIL
1739
AGF Investments LLC
Ontario, Canada
$35K
CMA
1740
Cedar Mountain Advisors
Oregon
$35K +$275 +6 +0.8%
RK
1741
Rather & Kittrell
Tennessee
$35K +$34.1K +744 New
TFP
1742
Tilia Fiduciary Partners
North Carolina
$34K +$33.3K +727 New
BFG
1743
Baron Financial Group
New Jersey
$33.2K
BCA
1744
Bray Capital Advisors
Florida
$33K
CA
1745
Centerpoint Advisors
Massachusetts
$33K +$275 +6 +0.9%
SPA
1746
Shore Point Advisors
New Jersey
$33K +$31.9K +697 New
TC
1747
TAP Consulting
Missouri
$32K +$31.3K +682 New
OIS
1748
Okabena Investment Services
Minnesota
$32K +$31.3K +684 New
PA
1749
PSI Advisors
Florida
$31K -$23.4K -511 -44%
AWM
1750
AllSquare Wealth Management
New York
$31K

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.