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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
SSG
476
Summit Securities Group
New York
$2.91M -$5.67M -111,346 -67%
ELC
477
Edgar Lomax Company
Virginia
$2.91M
CL
478
CSS LLC
Illinois
$2.9M -$7.07M -138,700 -71%
CCP
479
Corient Capital Partners
California
$2.89M +$354K +6,955 +14%
PL
480
Parthenon LLC
Kentucky
$2.89M
VPIM
481
Vanguard Personalized Indexing Management
California
$2.87M +$1.14M +22,468 +69%
WEG
482
World Equity Group
Illinois
$2.86M +$2.79M +54,694 New
PVH
483
Psagot Value Holdings
Israel
$2.85M -$50.9K -1,000 -2%
AP
484
Advisor Partners
California
$2.83M +$188K +3,689 +7%
RC
485
Roundview Capital
New Jersey
$2.82M +$137K +2,686 +5%
SC
486
SouthState Corp
Florida
$2.82M +$165K +3,241 +6%
TPCW
487
TD Private Client Wealth
New York
$2.81M +$325K +6,381 +13%
KRSITF
488
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.81M +$328K +6,445 +14%
CCG
489
Cypress Capital Group
Florida
$2.8M +$126K +2,482 +5%
WP
490
WealthPLAN Partners
Nebraska
$2.8M -$11.7M -228,804 -82%
WIM
491
WealthPlan Investment Management
Nebraska
$2.8M +$2.57M +50,415 New
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.8M -$157K -3,089 -5%
DCM
493
Dupont Capital Management
Delaware
$2.75M -$403K -7,906 -13%
MYAM
494
Meiji Yasuda Asset Management
Japan
$2.74M -$192K -3,761 -7%
CA
495
Clearstead Advisors
Ohio
$2.73M +$60.6K +1,190 +2%
CK
496
Cohen Klingenstein
New York
$2.69M
SIC
497
Salem Investment Counselors
North Carolina
$2.69M -$1.44M -28,180 -35%
HPC
498
HM Payson & Co
Maine
$2.68M +$28.8K +566 +1%
DLCIG
499
D.L. Carlson Investment Group
New Hampshire
$2.67M +$2.61M +51,172 New
APF
500
Alaska Permanent Fund
Alaska
$2.67M

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.