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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
MA
451
MUFG Americas
New York
$3.29M -$35.1K -689 -1%
APP
452
Avantax Planning Partners
Iowa
$3.28M +$569K +11,169 +22%
WPA
453
Winning Points Advisors
Florida
$3.28M +$2.21M +43,465 +226%
CNBTD
454
Citizens National Bank Trust Department
Mississippi
$3.27M -$5.09K -100 -0.2%
PHS
455
Pekin Hardy Strauss
Illinois
$3.23M +$432K +8,477 +16%
WTC
456
WhitTier Trust Company
Nevada
$3.23M -$30.6K -600 -1%
CI
457
CX Institutional
Indiana
$3.16M -$1.04M -20,345 -25%
SWP
458
Stratos Wealth Partners
Ohio
$3.15M +$8.1K +159 +0.3%
LNC
459
Lincoln National Corp
Pennsylvania
$3.15M +$406K +7,963 +15%
SWM
460
SeaCrest Wealth Management
New York
$3.13M +$121K +2,371 +4%
MIH
461
Meitav Investment House
Israel
$3.13M -$794K -15,593 -21%
MFG
462
Merit Financial Group
Georgia
$3.09M +$29.4K +578 +1%
DIA
463
Dana Investment Advisors
Wisconsin
$3.06M -$27.7K -543 -0.9%
MPM
464
Meritage Portfolio Management
Kansas
$3.05M +$41.6K +817 +1%
TTWM
465
TCV Trust & Wealth Management
Virginia
$3.05M -$95.5K -1,875 -3%
AF
466
Allworth Financial
California
$3.04M +$338K +6,642 +13%
JIC
467
Johnson Investment Counsel
Ohio
$3.04M -$16.9K -331 -0.6%
LAM
468
L2 Asset Management
Massachusetts
$3.03M +$287K +5,644 +11%
DAM
469
Deltec Asset Management
New York
$3.01M -$95K -1,866 -3%
WI
470
Wintrust Investments
Illinois
$3M -$37.6K -738 -1%
PA
471
Pinnacle Associates
New York
$2.96M +$3.36K +66 +0.1%
AA
472
Ancora Advisors
Ohio
$2.96M -$38.9K -764 -1%
Connor, Clark & Lunn Investment Management (CC&L)
473
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.94M +$383K +7,521 +15%
BMSSC
474
B. Metzler seel. Sohn & Co
Germany
$2.93M
GRP
475
Global Retirement Partners
California
$2.92M +$2.81M +55,078 New

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.