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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
FFWA
776
FRG Family Wealth Advisors
Washington
$1.15M
SFA
777
Semmax Financial Advisors
North Carolina
$1.15M +$43K +844 +4%
WIS
778
Wright Investors Service
Connecticut
$1.15M +$57K +1,120 +5%
MWA
779
Moser Wealth Advisors
Washington
$1.14M
CRIG
780
Charter Research & Investment Group
Connecticut
$1.13M
MCM
781
Mork Capital Management
California
$1.13M
AFP
782
Ausdal Financial Partners
Iowa
$1.13M -$211K -4,139 -16%
XF
783
XML Financial
Maryland
$1.12M -$23.1K -454 -2%
MMPW
784
Mitchell McLeod Pugh & Williams
Alabama
$1.12M -$6.62K -130 -0.6%
EF
785
Empirical Finance
Pennsylvania
$1.12M +$7.03K +138 +0.7%
WAOI
786
Wealth Advisors of Iowa
Iowa
$1.11M +$392K +7,691 +56%
SS
787
Simplicity Solutions
Minnesota
$1.11M -$179K -3,521 -14%
WANY
788
Wealthspire Advisors (New York)
New York
$1.11M -$533K -10,460 -33%
BHBT
789
Burke & Herbert Bank & Trust
Virginia
$1.1M -$1.53K -30 -0.1%
FC
790
Forte Capital
New York
$1.1M
OPS
791
Orion Portfolio Solutions
Nebraska
$1.1M -$84K -1,650 -7%
Dodge & Cox
792
Dodge & Cox
California
$1.1M
CA
793
Cornerstone Advisory
Maryland
$1.08M +$42K +824 +4%
PE
794
Point72 Europe
United Kingdom
$1.08M -$7.82M -153,584 -88%
SFS
795
Sowell Financial Services
Arkansas
$1.08M -$3.48M -68,323 -77%
SIM
796
Stratos Investment Management
Ohio
$1.07M +$107K +2,092 +11%
VCM
797
Viewpoint Capital Management
Washington
$1.07M -$49.2K -965 -4%
SIC
798
Samalin Investment Counsel
New York
$1.07M +$22K +431 +2%
KFC
799
Klingenstein Fields & Co
New York
$1.07M -$254K -4,993 -20%
JCM
800
Jacobi Capital Management
Pennsylvania
$1.07M -$14.3K -280 -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.