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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
TIM
1751
Tortoise Investment Management
New York
$31K
MTWM
1752
Masso Torrence Wealth Management
New Jersey
$31K +$29.8K +650 New
RIA
1753
Richwood Investment Advisors
Ohio
$31K +$30.2K +660 New
JFA
1754
JNBA Financial Advisors
Minnesota
$30K +$2.38K +52 +9%
RI
1755
Rinkey Investments
California
$30K +$28.5K +623 New
UCB
1756
United Community Bank
South Carolina
$29.9K +$29K +632 New
ME
1757
McIlrath & Eck
Washington
$29K
WIM
1758
Westside Investment Management
California
$28.6K
CP
1759
Castleview Partners
Texas
$28.4K +$61.6M +1,344,467 New
TLFA
1760
True Link Financial Advisors
California
$28K -$9.35K -204 -26%
PFA
1761
Professional Financial Advisors
Nebraska
$28K
PCA
1762
Providence Capital Advisors
North Carolina
$28K +$183 +4 +0.7%
BHWM
1763
Beaird Harris Wealth Management
Texas
$26K +$25.2K +549 New
AW
1764
Alaethes Wealth
Nevada
$25K
TCM
1765
TD Capital Management
Tennessee
$25K +$6.74K +147 +38%
GG
1766
Gleason Group
Kentucky
$24K +$412 +9 +2%
CTB
1767
Country Trust Bank
Illinois
$24K +$1.38K +30 +6%
CAC
1768
Core Alternative Capital
Georgia
$24K +$3.94K +86 +20%
ACK
1769
Andrew C. Karlinski
$24K +$23.2K +506 New
HF
1770
Halpern Financial
Virginia
$23.7K
IWP
1771
IAG Wealth Partners
Wisconsin
$23K -$147K -3,212 -87%
UIA
1772
Ulland Investment Advisors
Minnesota
$23K +$22.5K +492 New
HDIM
1773
Hanson & Doremus Investment Management
Vermont
$22K -$17.2K -375 -45%
ADL
1774
Asset Dedication LLC
California
$22K
FFA
1775
Freedman Financial Associates
Massachusetts
$22K

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.