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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
RIG
501
Roosevelt Investment Group
New York
$2.65M +$104K +2,048 +4%
CW
502
Connectus Wealth
Ohio
$2.64M -$14.2K -278 -0.5%
MIM
503
Meixler Investment Management
Arizona
$2.64M +$11.5K +226 +0.4%
PFS
504
Prospera Financial Services
Texas
$2.63M +$70.3K +1,380 +3%
SAM
505
Silvercrest Asset Management
New York
$2.63M +$47.8K +938 +2%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$2.61M +$332K +6,523 +15%
TS
507
Third Security
Virginia
$2.61M -$560K -11,000 -18%
LCM
508
Lynwood Capital Management
Ontario, Canada
$2.61M +$2.55M +50,000 New
ACP
509
Aviance Capital Partners
Florida
$2.58M +$682K +13,391 +37%
DAS
510
Dynamic Advisor Solutions
Arizona
$2.58M -$94.6K -1,857 -4%
IPAM
511
ICICI Prudential Asset Management
India
$2.57M -$7.72M -151,594 -75%
FPCM
512
Financial Partners Capital Management
New York
$2.55M -$22.9K -450 -0.9%
WPC
513
Waters Parkerson & Co
Louisiana
$2.54M -$379K -7,443 -13%
LIM
514
Loudon Investment Management
New Hampshire
$2.54M +$313K +6,141 +14%
XSC
515
X-Square Capital
Puerto Rico
$2.53M +$44.9K +881 +2%
Vontobel Holding
516
Vontobel Holding
Switzerland
$2.53M +$638K +12,519 +35%
IAG
517
Investmark Advisory Group
Connecticut
$2.52M +$101K +1,983 +4%
SIG
518
Stonegate Investment Group
Alabama
$2.52M -$103K -2,028 -4%
WWM
519
Western Wealth Management
Colorado
$2.51M +$1.46M +28,600 +147%
EP
520
Edgestream Partners
New Jersey
$2.51M +$1.86M +36,596 +320%
B
521
Brightworth
Georgia
$2.49M +$26K +510 +1%
S
522
Seeyond
France
$2.47M -$71.7K -1,407 -3%
IGWM
523
ICA Group Wealth Management
Colorado
$2.45M +$2.32M +45,640 New
HFM
524
Hartford Financial Management
Connecticut
$2.44M
VCA
525
Verdence Capital Advisors
Maryland
$2.44M +$13.7K +269 +0.6%

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.