We are live on ! Find out more
MO icon

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
CYG
1826
Clean Yield Group
Vermont
$5K -$3.07K -67 -40%
GI
1827
GS Investments
Minnesota
$5K
MWC
1828
MBM Wealth Consultants
Missouri
$5K
MFT
1829
Moisand Fitzgerald Tamayo
Florida
$5K
PP
1830
PrairieView Partners
Minnesota
$5K
GWA
1831
Gibson Wealth Advisors
Texas
$5K +$4.58K +100 New
SSC
1832
Syverson Strege & Co
Iowa
$5K +$4.58K +100 New
BC
1833
Barnett & Company
Tennessee
$5K +$5.04K +110 New
CSWM
1834
Cassady Schiller Wealth Management
Ohio
$5K +$5.13K +112 New
HWM
1835
HighMark Wealth Management
Minnesota
$4K
LFG
1836
Leverty Financial Group
Wisconsin
$4K +$3.94K +86 New
BAM
1837
Baldrige Asset Management
Pennsylvania
$3K
BA
1838
Bellwether Advisors
Nebraska
$3K
CCA
1839
Column Capital Advisors
Indiana
$2K -$3.9K -85 -71%
HFS
1840
HBC Financial Services
Washington
$2K
LWP
1841
Laurel Wealth Planning
Minnesota
$2K
SFO
1842
Standard Family Office
South Dakota
$2K +$1.93K +42 New
SC
1843
Schubert & Co
Texas
$2K +$2.25K +49 New
AWA
1844
Aquire Wealth Advisors
Utah
$2K +$2.29K +50 New
FHC
1845
First Heartland Consultants
Missouri
$1.55K -$264K -5,767 -15%
LTI
1846
Laffer Tengler Investments
Tennessee
$1.5K
CIA
1847
Cascade Investment Advisors
Oregon
$1.33K
AWMS
1848
Advocacy Wealth Management Services
Georgia
$1K
PPWM
1849
PFG Private Wealth Management
Florida
$1K
FGAM
1850
Financial Gravity Asset Management
Texas
$31 +$5.96K +130 +13,000%

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.