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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
MCA
1801
Maryland Capital Advisors
Maryland
$11K +$10.4K +226 New
SQA
1802
Simon Quick Advisors
New Jersey
$10K -$183 -4 -2%
FPFS
1803
First Personal Financial Services
North Carolina
$10K +$504 +11 +6%
FBT
1804
First Bank & Trust
South Dakota
$10K +$1.28K +28 +15%
IA
1805
IFS Advisors
Kansas
$10K +$10.4K +227 New
ACA
1806
Atlas Capital Advisors
Wyoming
$9.29K
TAM
1807
Tucker Asset Management
Colorado
$9.21K
IFA
1808
Interactive Financial Advisors
Illinois
$9K
LWA
1809
Lowe Wealth Advisors
Maryland
$9K
AP
1810
Arlington Partners
Alabama
$9K +$8.71K +190 New
MTIC
1811
Missouri Trust & Investment Company
Missouri
$9K +$9.16K +200 New
BIA
1812
Bell Investment Advisors
California
$8K -$8.11K -177 -52%
AFS
1813
Annapolis Financial Services
Maryland
$8K
HCM
1814
Horrell Capital Management
Arkansas
$8K
AWM
1815
Activest Wealth Management
Florida
$8K +$137 +3 +2%
RWML
1816
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.11K
DFCM
1817
Dark Forest Capital Management
Puerto Rico
$7K -$198K -4,313 -97%
AW
1818
Avion Wealth
Texas
$7K -$9.16K -200 -57%
NC
1819
NewSquare Capital
Pennsylvania
$7K -$1.83K -40 -21%
DWMG
1820
DB Wealth Management Group
California
$7K
EI
1821
Ellevest Inc
New York
$7K
EL
1822
EMFO LLC
Florida
$7K
MS
1823
Mizuho Securities
Japan
$6K
M1FG
1824
Mach-1 Financial Group
Arkansas
$6K +$6.42K +140 New
RA
1825
Rise Advisors
New York
$5.85K +$5.64K +123 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.