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Altria Group

1,917 hedge funds and large institutions have $56.1B invested in Altria Group in 2022 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 766 increasing their positions, 678 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 99

53% more funds holding in top 10

Funds holding in top 10: 1726 (+9)

13% more repeat investments, than reductions

Existing positions increased: 766 | Existing positions reduced: 678

13% more call options, than puts

Call options by funds: $776M | Put options by funds: $688M

11% more capital invested

Capital invested by funds: $50.6B → $56.1B (+$5.52B)

4% more funds holding

Funds holding: 1,8501,917 (+67)

0.74% more ownership

Funds ownership: 58.35%59.09% (+0.74%)

Holders
1,917
Holders Change
+67
Holders Change %
+3.62%
% of All Funds
30.23%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.41%
New
189
Increased
766
Reduced
678
Closed
99
Calls
$776M
Puts
$688M
Net Calls
+$88.1M
Net Calls Change
+$71.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
226
Mayflower Financial Advisors
Massachusetts
$12.1M +$1.35M +26,526 +13%
DADC
227
D.A. Davidson & Co
Montana
$11.9M +$676K +13,276 +6%
FFA
228
First Foundation Advisors
California
$11.8M -$803K -15,767 -7%
WHG
229
Westwood Holdings Group
Texas
$11.7M +$615K +12,070 +6%
X
230
Xponance
Pennsylvania
$11.7M +$84.5K +1,659 +0.7%
Capital Fund Management (CFM)
231
Capital Fund Management (CFM)
France
$11.7M -$464K -9,111 -4%
GHA
232
GW Henssler & Associates
Georgia
$11.3M +$392K +7,691 +4%
WG
233
Winton Group
United Kingdom
$11.2M +$10.9M +214,946 New
CAMG
234
CWA Asset Management Group
Florida
$11.2M +$11.4K +224 +0.1%
SAI
235
Systematic Alpha Investments
New Jersey
$11.1M
II
236
IFM Investors
Australia
$11.1M +$3.99M +78,247 +58%
NAM
237
Nissay Asset Management
Japan
$11M +$197K +3,866 +2%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$11M +$1.86M +36,533 +21%
CFB
239
Cullen/Frost Bankers
Texas
$10.9M +$1.02M +20,021 +11%
IPW
240
Inlet Private Wealth
Florida
$10.8M +$335K +6,572 +3%
CWM
241
Cedar Wealth Management
California
$10.8M -$151K -2,960 -1%
VV
242
Verity & Verity
South Carolina
$10.8M +$523K +10,271 +5%
AI
243
Atria Investments
North Carolina
$10.8M -$337K -6,620 -3%
PAG
244
Private Advisor Group
New Jersey
$10.6M -$316K -6,202 -3%
GH
245
GAM Holding
Switzerland
$10.5M +$820K +16,103 +9%
MHI
246
Miller Howard Investments
New York
$10.4M
AAA
247
Adams Asset Advisors
Texas
$10.4M +$49.3K +967 +0.5%
NP
248
NorthRock Partners
Minnesota
$10.4M -$5.07M -99,437 -33%
Newport Trust Company
249
Newport Trust Company
District of Columbia
$10.4M -$106K -2,087 -1%
BFA
250
Benedict Financial Advisors
Georgia
$10.3M +$131K +2,572 +1%

MO Hedge Fund Activity: Q1 2022 in Review

1,917 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2022, worth a combined $56.1B — up 11% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new MO positions and 99 closed out — a net gain of 90 holders — while 766 added to existing stakes and 678 trimmed.

The largest buyer was GQG Partners, adding an estimated $465M. The largest seller was Franklin Resources, cutting an estimated $429M.

  • 1,917 institutional investors held Altria Group (MO) as of Q1 2022, up from 1,850 in Q4 2021.
  • Funds reported $56.1B of Altria Group stock for Q1 2022, up 11% quarter-over-quarter.
  • 189 funds opened new Altria Group positions in Q1 2022 and 99 closed out, a net change of +90 holders.
  • The largest Altria Group buyer in Q1 2022 was GQG Partners, an estimated $465M added.
  • The largest Altria Group seller in Q1 2022 was Franklin Resources, an estimated $429M sold.

Based on aggregated 13F filings for Q1 2022.