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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
SPC
301
Sigma Planning Corp
Michigan
$6.91M -$796K -15,619 -11%
H6H
302
Hightower 6M Holding
Kansas
$6.87M +$6.69M +131,383 New
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$6.8M +$914K +17,939 +16%
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$6.76M -$1.1M -21,662 -14%
CSIC
305
Clifford Swan Investment Counsel
California
$6.76M -$21.6K -425 -0.3%
AWS
306
Atria Wealth Solutions
New York
$6.75M +$6.5M +127,690 New
IA
307
IFP Advisors
Florida
$6.73M +$3.16M +62,068 +194%
RFC
308
Regions Financial Corp
Alabama
$6.7M +$10.8K +212 +0.2%
NA
309
NewEdge Advisors
Louisiana
$6.64M -$41.2K -809 -0.6%
KIC
310
Keating Investment Counselors
Florida
$6.56M +$29.5K +579 +0.5%
EDRH
311
Edmond de Rothschild Holding
Switzerland
$6.56M
BPA
312
Beacon Pointe Advisors
California
$6.46M +$3.39M +66,590 +117%
KPWS
313
Kestra Private Wealth Services
Texas
$6.43M +$1.16M +22,727 +23%
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$6.37M -$5.09K -100 -0.1%
CGH
315
Crossmark Global Holdings
Texas
$6.32M +$157K +3,092 +3%
KRC
316
Kehrs Ridge Capital
New Jersey
$6.27M -$6.62M -130,000 -52%
MDCM
317
Morgan Dempsey Capital Management
Wisconsin
$6.22M -$19K -373 -0.3%
HP
318
Hosking Partners
United Kingdom
$6.18M -$318K -6,241 -5%
TIM
319
Thornburg Investment Management
New Mexico
$6.17M -$6.41M -125,890 -52%
UCFA
320
United Capital Financial Advisors
Texas
$6.14M -$494K -9,692 -8%
M
321
MOTCO
Texas
$6.11M -$125K -2,456 -2%
JFGIW
322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.11M +$96K +1,885 +2%
WAM
323
Weiss Asset Management
Massachusetts
$6.1M +$5.95M +116,767 New
CP
324
Coho Partners
Pennsylvania
$6.08M -$123M -2,419,855 -95%
KRS
325
Kentucky Retirement Systems
Kentucky
$6.07M +$409K +8,036 +7%

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.