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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
PP
1776
Pacifica Partners
Canada
$22K +$229 +5 +1%
CA
1777
Crewe Advisors
Utah
$22K +$7.79K +170 +57%
FCMT
1778
Founders Capital Management (Texas)
Texas
$21K
BLC
1779
Brown, Lisle/Cummings
Rhode Island
$20.1K +$19.5K +425 New
PG
1780
Proffitt & Goodson
Tennessee
$20K -$92.8K -2,025 -83%
VRS
1781
Virginia Retirement Systems
Virginia
$19.9K +$2.26M +49,300 +13%
MAM
1782
McCarthy Asset Management
California
$19K
TCWA
1783
Ten Capital Wealth Advisors
Washington
$19K
MWM
1784
Mascoma Wealth Management
New Hampshire
$19K +$9.16K +200 +100%
MSFP
1785
Mark Sheptoff Financial Planning
Connecticut
$19K +$17.9K +391 New
NL
1786
NVWM LLC
Pennsylvania
$18K
OAJ
1787
Ogorek Anthony Joseph
New York
$18K
LFA
1788
Level Financial Advisors
New York
$18K +$17.9K +390 New
LWP
1789
Lumature Wealth Partners
Georgia
$17K
CFRPA
1790
Castle Financial & Retirement Planning Associates
New Jersey
$16K +$14.3K +312 New
MGIM
1791
M&G Investment Management
United Kingdom
$15.6K +$1.07M +23,359 +8%
PCTC
1792
Perkins Coie Trust Company
Washington
$15K
KFP
1793
KB Financial Partners
New Jersey
$15K +$14.1K +308 New
ST
1794
Sageworth Trust
Pennsylvania
$14K -$3.39K -74 -20%
PAI
1795
Pittenger & Anderson Inc
Nebraska
$14K
PO
1796
Private Ocean
California
$14K
IHWM
1797
Iron Horse Wealth Management
Iowa
$14K +$4.58K +100 +50%
BA
1798
Bivin & Associates
Oklahoma
$14K +$13.1K +286 New
OF
1799
Outfitter Financial
Maine
$14K +$13.7K +300 New
FRA
1800
Front Row Advisors
California
$11K

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.