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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
GT
676
Greenleaf Trust
Michigan
$1.51M +$224K +4,401 +18%
IFG
677
Independent Financial Group
California
$1.51M +$69K +1,354 +5%
EWA
678
EP Wealth Advisors
California
$1.51M +$5.25K +103 +0.4%
SW
679
SVB Wealth
Massachusetts
$1.51M +$113K +2,218 +8%
TPA
680
Trivium Point Advisory
Connecticut
$1.51M +$12.5K +246 +0.9%
JWBC
681
J.W. Burns & Co
New York
$1.5M -$68.3K -1,341 -4%
IWC
682
Integrated Wealth Concepts
Massachusetts
$1.5M -$56.8K -1,116 -4%
OWA
683
Octavia Wealth Advisors
Ohio
$1.49M +$21.9K +429 +2%
S
684
SignatureFD
Georgia
$1.49M +$67.1K +1,317 +5%
DZ Bank
685
DZ Bank
Germany
$1.48M -$181K -3,555 -11%
PPP
686
Private Portfolio Partners
New Jersey
$1.48M -$250K -4,912 -15%
LF
687
Lee Financial
Texas
$1.48M -$87.4K -1,715 -6%
CAG
688
Csenge Advisory Group
Florida
$1.48M +$68.9K +1,353 +5%
DCM
689
Delta Capital Management
New Jersey
$1.47M -$171K -3,355 -11%
WA
690
WP Advisors
California
$1.47M -$52.3K -1,027 -4%
LFAS
691
Level Four Advisory Services
Texas
$1.46M -$73.3K -1,439 -5%
MAM
692
Meeder Asset Management
Ohio
$1.46M +$1.43M +27,979 New
ISWM
693
Independent Solutions Wealth Management
New York
$1.46M +$363K +7,125 +34%
ACM
694
AlphaStar Capital Management
North Carolina
$1.46M +$271K +5,322 +24%
WI
695
WBI Investments
New Jersey
$1.45M -$1.94M -38,027 -57%
LIM
696
Leavell Investment Management
Alabama
$1.45M +$106K +2,090 +8%
NFG
697
Nations Financial Group
Iowa
$1.44M +$43.1K +847 +3%
CA
698
Cullinan Associates
Kentucky
$1.44M -$43.3K -850 -3%
RFG
699
Range Financial Group
Oregon
$1.42M +$71K +1,394 +5%
NCM
700
Narwhal Capital Management
Georgia
$1.41M +$45.6K +896 +3%

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.