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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
BIP
1926
Blueprint Investment Partners
North Carolina
-$167K -3,660 Closed
AL
1927
ADE LLC
Maryland
-$157K -3,444 Closed
WBC
1928
Westpac Banking Corp
Australia
-$125K -2,753 Closed
LWM
1929
Liberty Wealth Management
California
-$121K -2,676 Closed
GPA
1930
Guidance Point Advisors
Massachusetts
-$91K -2,000 Closed
FCM
1931
Firestone Capital Management
Florida
-$92K -1,940 Closed
PWM
1932
Prentice Wealth Management
New York
-$65K -1,424 Closed
GKWIM
1933
Gerber Kawasaki Wealth & Investment Management
California
-$64K -1,415 Closed
APP
1934
Alpha Paradigm Partners
Illinois
-$64K -1,401 Closed
LAM
1935
Lountzis Asset Management
Pennsylvania
-$63.6K -1,370 Closed
UFF
1936
USA Financial Formulas
Michigan
-$57K -1,243 Closed
CFA
1937
Cahill Financial Advisors
Minnesota
-$57K -1,241 Closed
SFP
1938
Sterling Financial Planning
New Jersey
-$52K -1,140 Closed
IF
1939
Ironwood Financial
Arizona
-$46K -1,012 Closed
NICM
1940
Neo Ivy Capital Management
New York
-$38K -979 Closed
Loomis, Sayles & Company
1941
Loomis, Sayles & Company
Massachusetts
-$29K -628 Closed
HIIFS
1942
Harel Insurance Investments & Financial Services
Israel
-$25K -554 Closed
RIA
1943
RPG Investment Advisory
California
-$18K -400 Closed
PWA
1944
Phoenix Wealth Advisors
North Carolina
-$17K -372 Closed
TC
1945
Trust Company
Kansas
-$16K -345 Closed
RCM
1946
Regency Capital Management
Hawaii
-$14K -300 Closed
CPC
1947
Consolidated Planning Corp
Georgia
-$13K -281 Closed
EWA
1948
Evolution Wealth Advisors
Florida
-$12K -266 Closed
UAML
1949
US Asset Management LLC
Pennsylvania
-$11K -250 Closed
BMD
1950
Better Money Decisions
New Mexico
-$7K -159 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.