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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
LWCFA
801
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.06M -$152K -2,977 -13%
CT
802
Chicago Trust
Illinois
$1.06M +$36.8K +722 +4%
SEA
803
Stegent Equity Advisors
Texas
$1.06M +$1.03M +20,211 New
BMC
804
Beaton Management Company
Massachusetts
$1.05M
CIM
805
Cambria Investment Management
California
$1.04M
TMAM
806
Tokio Marine Asset Management
Japan
$1.04M +$114K +2,233 +13%
CG
807
Caprock Group
Idaho
$1.04M +$113K +2,217 +13%
WFS
808
Widmann Financial Services
Maryland
$1.04M +$11K +216 +1%
CQS
809
Credential Qtrade Securities
$1.04M +$1.01M +19,840 New
BCM
810
Birmingham Capital Management
Alabama
$1.03M
DPIM
811
Duff & Phelps Investment Management
Illinois
$1.03M
SMH
812
Sanders Morris Harris
Texas
$1.03M -$4.23K -83 -0.4%
BST
813
Bath Savings Trust
Maine
$1.03M
AWA
814
AmeriServ Wealth Advisors
Pennsylvania
$1.03M +$11.1K +218 +1%
WDC
815
Woodward Diversified Capital
California
$1.03M +$45.3K +889 +5%
SIAG
816
Signet Investment Advisory Group
Rhode Island
$1.03M -$23.2K -455 -2%
RFM
817
Royal Fund Management
Florida
$1.03M +$54K +1,061 +6%
MSS
818
Mitchell Sinkler & Starr
Pennsylvania
$1.02M -$12.5K -246 -1%
FNT
819
First Nebraska Trust
Nebraska
$1.02M
ZF
820
Zhang Financial
Michigan
$1.01M +$1.12K +22 +0.1%
TAM
821
Taurus Asset Management
New York
$1.01M -$61.1K -1,200 -6%
CS
822
Cannell & Spears
New York
$1.01M -$505K -9,910 -34%
PTC
823
Philadelphia Trust Company
Pennsylvania
$1.01M
FSA
824
Franklin Street Advisors
North Carolina
$1.01M
LSA
825
Leonteq Securities AG
Switzerland
$1M -$1.84M -36,193 -65%

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.