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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
DA
551
Doliver Advisors
Texas
$2.23M -$21.8K -428 -1%
EIG
552
Ellenbecker Investment Group
Wisconsin
$2.23M +$7.13K +140 +0.3%
AMI
553
Amica Mutual Insurance
Rhode Island
$2.2M -$2.6M -51,075 -55%
LWAC
554
Laurel Wealth Advisors (California)
California
$2.2M -$72.1K -1,416 -3%
PP
555
Paloma Partners
Connecticut
$2.19M -$3.32M -65,129 -61%
Wolverine Trading
556
Wolverine Trading
Illinois
$2.18M +$200K +3,929 +10%
ATC
557
Argent Trust Co
Tennessee
$2.16M +$197K +3,860 +10%
HKAM
558
Horizon Kinetics Asset Management
New York
$2.15M +$2.04K +40 +0.1%
BP
559
BBR Partners
New York
$2.14M +$102K +2,008 +5%
OFG
560
OmniStar Financial Group
North Carolina
$2.14M -$55.7K -1,093 -3%
NFC
561
Northeast Financial Consultants
Connecticut
$2.13M +$163K +3,191 +8%
BBVA
562
Banco Bilbao Vizcaya Argentaria
Spain
$2.13M -$1.59M -31,165 -44%
SAM
563
Shell Asset Management
Netherlands
$2.12M -$66.2K -1,300 -3%
YWP
564
YorkBridge Wealth Partners
New York
$2.11M -$7.49K -147 -0.4%
IAMOG
565
Investors Asset Management of Georgia
Georgia
$2.11M -$13.6K -267 -0.7%
VIA
566
Vident Investment Advisory
Georgia
$2.09M +$291K +5,719 +17%
HWM
567
Hohimer Wealth Management
Washington
$2.09M
SB
568
Simmons Bank
Arkansas
$2.08M +$142K +2,782 +8%
BG
569
Bollard Group
Massachusetts
$2.06M +$21.1K +414 +1%
FNBT
570
FineMark National Bank & Trust
Florida
$2.06M +$6.32K +124 +0.3%
FC
571
FORA Capital
Florida
$2.05M +$2.01M +39,424 New
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$2.05M +$103K +2,025 +5%
JC
573
JB Capital
Connecticut
$2.05M -$126K -2,469 -6%
CT
574
Caldwell Trust
Florida
$2.05M -$10.4K -205 -0.5%
MIC
575
Means Investment Company
Maine
$2.04M -$1.32K -26 -0.1%

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.