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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
KAS
176
Kestra Advisory Services
Texas
$15.3M -$604K -13,190 -4%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$15.1M -$79.5K -1,735 -0.5%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$14.8M +$2.65M +57,754 +23%
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$14.8M -$1.18M -25,712 -8%
TRSOTSOK
180
Teachers Retirement System of the State of Kentucky
Kentucky
$14.8M -$987K -21,530 -6%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.5M -$206K -4,500 -1%
CIC
182
Crawford Investment Counsel
Georgia
$14.5M +$606K +13,233 +5%
Neuberger Berman Group
183
Neuberger Berman Group
New York
$14.2M +$4.85M +105,898 +44%
WP
184
WealthPLAN Partners
Nebraska
$14.2M +$389K +8,495 +3%
Squarepoint
185
Squarepoint
New York
$14.2M -$4.79M -104,431 -26%
NP
186
NorthRock Partners
Minnesota
$14.1M -$192K -4,184 -1%
BB
187
Busey Bank
Illinois
$14.1M -$2.5M -54,525 -16%
TAM
188
Todd Asset Management
Kentucky
$13.9M -$653K -14,249 -5%
First Manhattan
189
First Manhattan
New York
$13.9M -$2.53M -55,210 -16%
Mariner
190
Mariner
Kansas
$13.7M +$1.44M +31,474 +12%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$13.6M -$919K -20,050 -7%
USCWA
192
U.S. Capital Wealth Advisors
Texas
$13.6M -$449K -9,797 -3%
JMPWA
193
JP Morgan Private Wealth Advisors
California
$13.5M -$5.09M -111,127 -28%
OC
194
Oppenheimer & Co
New York
$13M -$49.8K -1,087 -0.4%
CIBC World Market
195
CIBC World Market
Ontario, Canada
$12.8M +$811K +17,703 +7%
SG Americas Securities
196
SG Americas Securities
New York
$12.8M -$4.25M -92,841 -26%
BCM
197
Bronte Capital Management
Australia
$12.7M -$896K -19,543 -7%
GC
198
Guggenheim Capital
Illinois
$12.4M +$1.32M +28,712 +12%
ETC
199
Exchange Traded Concepts
Oklahoma
$12.3M +$1.45M +31,594 +14%
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$12.2M -$338K -7,373 -3%

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.