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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
MSL
201
Mackay Shields LLC
New York
$12.2M -$324K -7,070 -3%
TPSF
202
Texas Permanent School Fund
Texas
$12M -$1.44M -31,507 -11%
KRC
203
Kehrs Ridge Capital
New Jersey
$11.8M +$11.5M +250,000 New
ACM
204
Advisors Capital Management
New Jersey
$11.6M +$170K +3,713 +2%
DC
205
Davenport & Co
Virginia
$11.6M +$1.45M +31,644 +15%
TIM
206
Thornburg Investment Management
New Mexico
$11.6M
FFA
207
First Foundation Advisors
California
$11.5M -$2.48M -54,189 -18%
SF
208
Synovus Financial
Georgia
$11.5M +$430K +9,394 +4%
BA
209
Bridgewater Associates
Connecticut
$11.4M +$8M +174,533 +263%
IG
210
ING Group
Netherlands
$11.4M +$3.79M +82,711 +52%
MOACM
211
Mutual of America Capital Management
New York
$11.4M +$28K +612 +0.3%
CM
212
Capital Management
Virginia
$11.3M +$1.56M +34,150 +17%
IMA
213
Investment Management Associates
Colorado
$11.2M +$529K +11,534 +5%
SDIC
214
South Dakota Investment Council
South Dakota
$11.2M
BCI
215
Brinker Capital Investments
Pennsylvania
$11.1M +$539K +11,761 +5%
SBCM
216
Schwerin Boyle Capital Management
Massachusetts
$11M -$9.16K -200 -0.1%
Capital Fund Management (CFM)
217
Capital Fund Management (CFM)
France
$11M +$3.13M +68,322 +42%
RC
218
RBO & Co
California
$11M -$408K -8,906 -4%
COPPSERS
219
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.9M -$23.8K -519 -0.2%
Daiwa Securities Group
220
Daiwa Securities Group
Japan
$10.6M +$4.74M +103,457 +87%
X
221
Xponance
Pennsylvania
$10.5M +$1.02M +22,191 +11%
AF
222
Ally Financial
Michigan
$10.5M +$2.29M +50,000 +29%
DADC
223
D.A. Davidson & Co
Montana
$10.2M +$958K +20,899 +11%
CAMG
224
CWA Asset Management Group
Florida
$10.2M +$46K +1,003 +0.5%
SAI
225
Systematic Alpha Investments
New Jersey
$10.1M

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.