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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
CT
651
Cambridge Trust
Massachusetts
$1.61M +$167K +3,274 +12%
VAS
652
Valicenti Advisory Services
New York
$1.6M -$10.3K -202 -0.7%
FF
653
Fluent Financial
Texas
$1.59M +$1.56M +30,548 New
EHC
654
Everett Harris & Co
California
$1.59M +$91.7K +1,800 +6%
BFS
655
Bradley Foster & Sargent
Connecticut
$1.59M +$393K +7,709 +34%
EP
656
Eudaimonia Partners
Tennessee
$1.59M +$1.55M +30,389 New
TCA
657
Transcend Capital Advisors
New Jersey
$1.58M -$46.4K -910 -3%
CGH
658
CMG Global Holdings
Texas
$1.58M -$1.53M -30,083 -50%
HWM
659
HB Wealth Management
Georgia
$1.58M +$196K +3,841 +15%
HSA
660
HBK Sorce Advisory
Pennsylvania
$1.57M -$1.21M -23,808 -44%
FL
661
Fort LP
Maryland
$1.57M -$103K -2,015 -6%
VA
662
Valmark Advisers
Ohio
$1.57M +$32.9K +646 +2%
PAMG
663
Patton Albertson Miller Group
Tennessee
$1.56M -$62.5K -1,227 -4%
KMWM
664
Keudell/Morrison Wealth Management
Oregon
$1.56M -$29.2K -573 -2%
JIP
665
Jaffetilchin Investment Partners
Florida
$1.54M +$626K +12,292 +71%
NHC
666
Nicholas Hoffman & Company
Georgia
$1.54M +$1.17K +23 +0.1%
RIL
667
Rothschild Investment LLC
Illinois
$1.54M +$4.08K +80 +0.3%
LNWWM
668
Laird Norton Wetherby Wealth Management
California
$1.54M +$135K +2,652 +10%
CW
669
CreativeOne Wealth
Kansas
$1.53M -$8.91K -175 -0.6%
LIM
670
Longfellow Investment Management
Massachusetts
$1.53M
HI
671
Human Investing
Oregon
$1.53M -$125K -2,449 -8%
IRF
672
IBM Retirement Fund
New York
$1.52M -$89.8K -1,762 -6%
VI
673
Vestcor Inc
New Brunswick, Canada
$1.52M +$321K +6,302 +28%
TC
674
Telemus Capital
Michigan
$1.52M -$47.5K -932 -3%
MGP
675
Metis Global Partners
California
$1.51M +$659K +12,939 +81%

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.