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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
BA
376
Baugh & Associates
Georgia
$4.64M -$15.1K -296 -0.3%
DIA
377
Dean Investment Associates
Ohio
$4.61M +$552K +10,828 +14%
BIM
378
Bridges Investment Management
Nebraska
$4.54M -$69.8K -1,370 -2%
GG
379
Gofen & Glossberg
Illinois
$4.53M +$189K +3,710 +4%
RC
380
RegentAtlantic Capital
New Jersey
$4.51M +$144K +2,833 +3%
VVP
381
Venture Visionary Partners
Ohio
$4.48M +$57.6K +1,131 +1%
HFS
382
Hantz Financial Services
Michigan
$4.47M +$326K +6,404 +8%
AAS
383
Annex Advisory Services
Wisconsin
$4.45M +$220K +4,326 +5%
CG
384
Cutler Group
California
$4.44M +$4.33M +84,934 New
AIM
385
Aigen Investment Management
New York
$4.42M -$2.79M -54,711 -39%
KL
386
KWMG LLC
Kansas
$4.37M +$220K +4,318 +5%
LBC
387
Lowe Brockenbrough & Co
Virginia
$4.37M +$164K +3,220 +4%
WLPWM
388
Walled Lake Planning & Wealth Management
Illinois
$4.36M +$133K +2,603 +3%
IAA
389
Independent Advisor Alliance
North Carolina
$4.36M +$1.84M +36,175 +77%
CWP
390
CFM Wealth Partners
Texas
$4.33M -$18.7K -367 -0.4%
GWM
391
Geneos Wealth Management
Colorado
$4.28M -$656K -12,883 -14%
BL
392
BCWM LLC
Kansas
$4.28M -$44.2K -868 -1%
D.E. Shaw & Co
393
D.E. Shaw & Co
New York
$4.27M -$21.5M -422,450 -84%
BHWA
394
Beacon Harbor Wealth Advisors
Virginia
$4.26M +$460K +9,039 +12%
CCM
395
Cinctive Capital Management
New York
$4.19M +$4.08M +80,163 New
WFMPM
396
Woodley Farra Manion Portfolio Management
Indiana
$4.19M -$268K -5,256 -6%
APA
397
American Portfolios Advisors
New York
$4.17M +$35K +687 +0.9%
SC
398
Scotia Capital
Ontario, Canada
$4.16M +$56.5K +1,110 +1%
SC
399
Sepio Capital
Utah
$4.15M +$18.9K +372 +0.5%
EI
400
EDMP Inc
Florida
$4.12M +$452K +8,865 +13%

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.