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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
TCPWM
626
Traverso Chambers Private Wealth Management
California
$1.73M
FWCM
627
Ferguson Wellman Capital Management
Oregon
$1.72M +$153K +3,011 +10%
BPM
628
Bowling Portfolio Management
Ohio
$1.72M -$529K -10,390 -24%
P
629
Pitcairn
Pennsylvania
$1.71M -$317K -6,216 -16%
BAM
630
Belpointe Asset Management
Nevada
$1.7M +$145K +2,851 +10%
Luther King Capital Management (LKCM)
631
Luther King Capital Management (LKCM)
Texas
$1.69M +$13.7K +269 +0.8%
CI
632
Cigna Investments
Connecticut
$1.68M -$489K -9,601 -23%
SC
633
Stolper & Co
Oklahoma
$1.67M +$114K +2,229 +7%
GJIC
634
Gamble Jones Investment Counsel
California
$1.67M -$48.1K -945 -3%
PCM
635
Poehling Capital Management
Wisconsin
$1.67M -$1.76M -34,574 -52%
QP
636
Quilter Plc
United Kingdom
$1.66M -$87.6K -1,720 -5%
MSAM
637
Moloney Securities Asset Management
Missouri
$1.66M -$1.09M -21,432 -40%
Holocene Advisors
638
Holocene Advisors
New York
$1.64M -$2.98M -58,597 -65%
SLI
639
Sumitomo Life Insurance
Japan
$1.64M -$28K -550 -2%
MSA
640
Marino Stram & Associates
Massachusetts
$1.63M +$12.2K +240 +0.8%
LA
641
Lynch & Associates
Indiana
$1.63M +$158K +3,099 +11%
RMSCM
642
R.M. Sincerbeaux Capital Management
New York
$1.63M
CCM
643
Coldstream Capital Management
Washington
$1.63M +$32.7K +642 +2%
SC
644
SRB Corp
Massachusetts
$1.63M
Wealth Enhancement Advisory Services
645
Wealth Enhancement Advisory Services
Minnesota
$1.63M +$57.8K +1,134 +4%
FB
646
Fulton Bank
Pennsylvania
$1.62M -$83K -1,630 -5%
MOS
647
MGO One Seven
Ohio
$1.62M +$64.6K +1,268 +4%
CWM
648
Cornerstone Wealth Management
Missouri
$1.61M -$92.1K -1,809 -6%
BT
649
Brandywine Trust
Delaware
$1.61M
IC
650
IEQ Capital
California
$1.61M +$512K +10,057 +49%

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.