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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
N
26
Nuveen
North Carolina
$315M +$35.9M +703,958 +13%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$287M -$12.6M -247,993 -4%
Goldman Sachs
28
Goldman Sachs
New York
$283M +$66.4M +1,302,826 +32%
Wells Fargo
29
Wells Fargo
California
$255M +$1.39M +27,353 +0.6%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$248M -$9.56M -187,648 -4%
UBS AM
31
UBS AM
Illinois
$240M -$389K -7,634 -0.2%
UBS Group
32
UBS Group
Switzerland
$229M -$27.8M -546,525 -11%
Deutsche Bank
33
Deutsche Bank
Germany
$227M -$61.5M -1,206,805 -22%
Fidelity International
34
Fidelity International
Bermuda
$226M +$31.1M +610,004 +16%
Franklin Resources
35
Franklin Resources
California
$222M -$429M -8,421,775 -66%
Citadel Advisors
36
Citadel Advisors
Florida
$204M +$161M +3,152,508 +417%
Renaissance Technologies
37
Renaissance Technologies
New York
$197M +$75M +1,472,800 +64%
Victory Capital Management
38
Victory Capital Management
Texas
$194M +$9.22M +180,993 +5%
Barclays
39
Barclays
United Kingdom
$190M -$20.8M -408,882 -10%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$177M -$245K -4,800 -0.1%
AllianceBernstein
41
AllianceBernstein
Tennessee
$174M +$22.9M +450,150 +16%
CCM
42
Cullen Capital Management
New York
$165M +$17.1M +335,278 +12%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$143M +$44.6K +876 +0%
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$142M +$4.55M +89,334 +3%
LSV Asset Management
45
LSV Asset Management
Illinois
$139M -$16M -313,812 -11%
National Pension Service
46
National Pension Service
South Korea
$132M -$5.36M -105,131 -4%
Prudential Financial
47
Prudential Financial
New Jersey
$127M -$72.7M -1,426,425 -37%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$126M -$2.94M -57,716 -2%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$126M -$2.17M -42,662 -2%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$119M -$5.17M -101,477 -4%

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.