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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
WJWM
751
Williams Jones Wealth Management
New York
$1.21M +$43.8K +859 +4%
BPWM
752
Badgley Phelps Wealth Managers
Washington
$1.21M +$31.1K +611 +3%
NL
753
NWAM LLC
Washington
$1.21M +$56.8K +1,115 +5%
ICM
754
Intrepid Capital Management
Florida
$1.2M
CPA
755
Cardiff Park Advisors
California
$1.2M +$13.3K +261 +1%
RPC
756
Rossmore Private Capital
Connecticut
$1.2M -$3.62K -71 -0.3%
GAG
757
GM Advisory Group
New York
$1.2M +$28K +550 +2%
OCM
758
One Capital Management
California
$1.19M -$30.2K -592 -3%
IIA
759
ICW Investment Advisors
Arizona
$1.19M +$10.4K +205 +0.9%
SC
760
Savant Capital
Illinois
$1.19M +$51.9K +1,018 +5%
CBT
761
CoreFirst Bank & Trust
Kansas
$1.19M
MCIA
762
Mountain Capital Investment Advisors
Colorado
$1.19M -$118K -2,323 -10%
CCG
763
Capital CS Group
California
$1.19M
KCM
764
Knoll Capital Management
Florida
$1.19M
CP
765
CenterBook Partners
Connecticut
$1.18M +$1.15M +22,545 New
SSB
766
Sandy Spring Bank
Maryland
$1.18M -$43.3K -850 -4%
AWP
767
Accretive Wealth Partners
New Jersey
$1.17M +$177K +3,480 +18%
ETI
768
Enterprise Trust & Investment
California
$1.17M
WP
769
WealthSource Partners
California
$1.17M -$134K -2,633 -11%
BFIM
770
Beese Fulmer Investment Management
Ohio
$1.17M
CG
771
Colony Group
Massachusetts
$1.16M +$85.3K +1,675 +8%
MWM
772
Mission Wealth Management
California
$1.16M +$12.4K +244 +1%
ZCM
773
Ziegler Capital Management
Illinois
$1.16M +$45.4K +891 +4%
MJRIC
774
Mogy Joel R Investment Counsel
California
$1.15M
OIA
775
OneDigital Investment Advisors
Kansas
$1.15M +$66.9K +1,314 +6%

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.