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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
SCF
401
Sante Capital Fund
Texas
$4.08M +$3.97M +78,006 New
SA
402
Shilanski & Associates
Alaska
$4.04M +$92K +1,806 +2%
SBIA
403
Sheaff Brock Investment Advisors
Indiana
$4.01M -$3.62K -71 -0.1%
HIMC
404
Heritage Investors Management Corp
Maryland
$4.01M -$1.41M -27,589 -26%
CAM
405
Cresset Asset Management
Illinois
$3.99M +$330K +6,472 +9%
GIM
406
Greylin Investment Management
Virginia
$3.97M -$11K -215 -0.3%
MA
407
Mutual Advisors
Nebraska
$3.95M +$14.4K +282 +0.4%
HT
408
Heritage Trust
Oklahoma
$3.94M -$6.57K -129 -0.2%
CAM
409
Concorde Asset Management
Michigan
$3.93M +$1.01M +19,730 +36%
FAM
410
Formidable Asset Management
Ohio
$3.9M +$452K +8,868 +13%
PGFC
411
Peapack-Gladstone Financial Corp
New Jersey
$3.88M -$348K -6,830 -8%
BCM
412
Brookstone Capital Management
Illinois
$3.86M +$812K +15,947 +29%
CEI
413
Clark Estates Inc
New York
$3.86M -$514K -10,100 -12%
Cerity Partners
414
Cerity Partners
New York
$3.85M +$187K +3,664 +5%
MHC
415
Meyer Handelman Company
New York
$3.8M
V
416
Veritable
Delaware
$3.79M +$942K +18,490 +34%
HTC
417
Haverford Trust Company
Pennsylvania
$3.76M -$237K -4,654 -6%
FIM
418
Fernwood Investment Management
Massachusetts
$3.75M -$43.1K -846 -1%
LC
419
Lavaca Capital
Texas
$3.74M -$1.8M -35,376 -33%
MW
420
Marcum Wealth
Ohio
$3.73M +$46K +903 +1%
CIS
421
Capital International Sarl
California
$3.73M +$18.8K +370 +0.5%
FA
422
FDx Advisors
Illinois
$3.72M +$22.6K +443 +0.6%
AG
423
Ascent Group
Virginia
$3.7M +$337K +6,617 +10%
EH
424
Equitable Holdings
New York
$3.69M +$288K +5,647 +9%
TF
425
TIAA FSB
Florida
$3.69M -$60.2K -1,182 -2%

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.