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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
FMC
1901
First Merchants Corp
Indiana
-$302K -6,619 Closed
NAM
1902
NTV Asset Management
West Virginia
-$294K -6,469 Closed
BA
1903
Bristlecone Advisors
Washington
-$289K -6,344 Closed
CNC
1904
Citizens & Northern Corp
Pennsylvania
-$285K -6,255 Closed
TBA
1905
Tower Bridge Advisors
Pennsylvania
-$284K -6,249 Closed
KPW
1906
Kore Private Wealth
New York
-$280K -6,149 Closed
RWB
1907
RMR Wealth Builders
New Jersey
-$285K -6,136 Closed
OQS
1908
Occudo Quantitative Strategies
Florida
-$277K -6,091 Closed
MA
1909
MJP Associates
Connecticut
-$267K -5,871 Closed
PAM
1910
Premier Asset Management
Illinois
-$264K -5,805 Closed
FA
1911
Fiducient Advisors
Illinois
-$259K -5,700 Closed
Q
1912
QVR
California
-$251K -5,509 Closed
PP
1913
Pegasus Partners
Wisconsin
-$250K -5,497 Closed
RCM
1914
RB Capital Management
Nevada
-$248K -5,444 Closed
SRIM
1915
Saratoga Research & Investment Management
California
-$241K -5,300 Closed
KCM
1916
Kathmere Capital Management
Pennsylvania
-$238K -5,219 Closed
CAN
1917
Claraphi Advisory Network
United States
-$237K -5,217 Closed
ANTB
1918
AMG National Trust Bank
Colorado
-$234K -5,147 Closed
CFG
1919
Cooper Financial Group
California
-$224K -4,924 Closed
RPCA
1920
Running Point Capital Advisors
California
-$217K -4,765 Closed
Financial Engines Advisors
1921
Financial Engines Advisors
California
-$214K -4,628 Closed
NFG
1922
Nadler Financial Group
Illinois
-$207K -4,555 Closed
BDF
1923
Balasa Dinverno & Foltz
-$207K -4,553 Closed
SIG
1924
Sky Investment Group
Connecticut
-$201K -4,411 Closed
RCWMU
1925
Rothschild & Co Wealth Management (UK)
United Kingdom
-$199K -4,365 Closed

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.