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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
GLA
326
Great Lakes Advisors
Illinois
$6.06M +$4.94M +97,056 +511%
PFPT
327
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.99M +$1.14M +22,365 +24%
KFP
328
Keystone Financial Planning
Ohio
$5.99M -$52.2K -1,024 -0.9%
HAI
329
Hennessy Advisors Inc
California
$5.94M +$667K +13,100 +13%
BFG
330
Beacon Financial Group
Texas
$5.93M +$74.4K +1,461 +1%
GIM
331
Grassi Investment Management
California
$5.91M +$382K +7,500 +7%
MLICM
332
Metropolitan Life Insurance Company (MetLife)
New York
$5.88M -$7.43M -145,814 -56%
PP
333
Palladium Partners
Virginia
$5.85M -$227K -4,448 -4%
BF
334
BOK Financial
Oklahoma
$5.75M +$92.6K +1,817 +2%
SCA
335
Sage Capital Advisors
South Dakota
$5.74M +$110K +2,160 +2%
HR
336
Howe & Rusling
New York
$5.74M +$137K +2,689 +3%
VWA
337
Visionary Wealth Advisors
Illinois
$5.7M +$427K +8,383 +8%
IF
338
Insight Folios
North Carolina
$5.67M +$310K +6,079 +6%
UB
339
UMB Bank
Missouri
$5.64M -$158K -3,098 -3%
OSIA
340
O'Shares Investment Advisers
Massachusetts
$5.64M +$307K +6,031 +6%
Acadian Asset Management
341
Acadian Asset Management
Massachusetts
$5.62M +$2.98M +58,582 +119%
LCM
342
LVM Capital Management
Michigan
$5.62M -$218K -4,275 -4%
SFO
343
Stokes Family Office
Louisiana
$5.59M -$49.5K -971 -0.9%
KBC Group
344
KBC Group
Belgium
$5.57M -$397K -7,796 -7%
BRWA
345
B. Riley Wealth Advisors
Florida
$5.57M +$43K +845 +0.8%
PAS
346
Park Avenue Securities
New York
$5.57M +$578K +11,345 +12%
NMERB
347
New Mexico Educational Retirement Board
New Mexico
$5.54M -$336K -6,600 -6%
PSP
348
Principal Street Partners
Tennessee
$5.51M +$1.08M +21,122 +25%
CC
349
Claybrook Capital
Massachusetts
$5.5M
BCV
350
Banque Cantonale Vaudoise
Switzerland
$5.45M -$929K -18,229 -15%

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.