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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
TNBTD
576
Trustmark National Bank Trust Department
Mississippi
$2.04M +$1.57M +30,790 +377%
AAS
577
Ameritas Advisory Services
Nebraska
$2.03M +$10.6K +209 +0.5%
HCMG
578
Howard Capital Management Group
California
$2.02M
HH
579
Hilltop Holdings
Texas
$2M -$1.32M -26,007 -40%
MCM
580
MAI Capital Management
Ohio
$2M +$58.6K +1,151 +3%
EAMA
581
EFG Asset Management (Americas)
Florida
$1.99M -$166K -3,261 -8%
BAM
582
Berkshire Asset Management
Pennsylvania
$1.99M +$48.3K +949 +3%
SWM
583
Spire Wealth Management
Virginia
$1.98M -$1.13M -22,117 -37%
SGCA
584
Steel Grove Capital Advisors
Tennessee
$1.97M +$36.7K +720 +2%
VAS
585
Vestmark Advisory Solutions
Massachusetts
$1.96M +$94.7K +1,860 +5%
PTC
586
Private Trust Company
Ohio
$1.96M -$5.09K -100 -0.3%
FWM
587
Frontier Wealth Management
Missouri
$1.94M -$526K -10,333 -23%
LCP
588
Legacy Capital Partners
Wisconsin
$1.93M +$12K +236 +0.6%
SF
589
Symphony Financial
Texas
$1.93M +$177K +3,482 +11%
FCI
590
Financial Counselors Inc
Kansas
$1.93M +$19.1K +375 +1%
FAM
591
Fred Alger Management
New York
$1.92M +$157K +3,087 +9%
WG
592
Welch Group
Alabama
$1.92M +$500K +9,810 +37%
AG
593
Algert Global
California
$1.91M +$1.86M +36,464 New
AIC
594
Aurora Investment Counsel
Georgia
$1.89M +$26.1K +513 +1%
MFS
595
Mirabella Financial Services
United Kingdom
$1.87M +$1.82M +35,815 New
IEFM
596
IQ EQ Fund Management
Ireland
$1.87M -$25.5K -500 -1%
DEM
597
Disciplined Equity Management
Florida
$1.87M -$18.8K -370 -1%
ACM
598
AlphaCrest Capital Management
New York
$1.86M +$242K +4,760 +15%
LDB
599
Lee, Danner & Bass
Tennessee
$1.85M -$45.4K -891 -2%
CIP
600
Convergence Investment Partners
Florida
$1.85M +$23.5K +461 +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.