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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
HWA
876
HCR Wealth Advisors
California
$888K +$713 +14 +0.1%
BA
877
Bellwether Advisors
Nebraska
$885K +$860K +16,876 +24,818%
CIP
878
Capital Insight Partners
Arizona
$884K -$67.6K -1,328 -7%
FFN
879
Focus Financial Network
Minnesota
$880K -$2.11M -41,501 -71%
BOTW
880
Bank of the West
California
$880K -$68.8K -1,350 -7%
ACM
881
AUA Capital Management
Pennsylvania
$880K +$330K +6,472 +62%
VCM
882
Virtue Capital Management
Tennessee
$879K +$102K +2,006 +14%
CCA
883
Checchi Capital Advisers
California
$878K +$29.1K +572 +4%
AOWM
884
Alpha Omega Wealth Management
Virginia
$877K -$10.2K -200 -1%
H
885
HoyleCohen
California
$876K -$20.9K -411 -2%
IIM
886
Ipswich Investment Management
Massachusetts
$874K -$255K -5,000 -23%
CAM
887
Cozad Asset Management
Illinois
$874K +$258K +5,059 +43%
TFA
888
Toth Financial Advisory
Virginia
$871K +$579K +11,366 +214%
EWM
889
Evercore Wealth Management
New York
$867K -$5.09K -100 -0.6%
ST
890
Spinnaker Trust
Maine
$863K +$2.34K +46 +0.3%
BJL
891
Brighton Jones LLC
Washington
$863K +$24.3K +478 +3%
VC
892
Veracity Capital
Georgia
$862K -$518K -10,163 -38%
MAWAG
893
Mid-American Wealth Advisory Group
Missouri
$857K -$67.6K -1,327 -7%
ES
894
ETF Store
Kansas
$857K -$5.25K -103 -0.7%
I
895
INVST
Indiana
$857K -$662 -13 -0.1%
AFG
896
Allegheny Financial Group
Pennsylvania
$855K -$34.5K -677 -4%
WW
897
Westshore Wealth
California
$850K -$21.9K -429 -3%
ACP
898
Ashfield Capital Partners
California
$849K -$54.5K -1,069 -6%
TNB
899
Thomasville National Bank
Georgia
$849K -$52K -1,020 -6%
CS
900
Comerica Securities
Michigan
$843K +$49.7K +976 +7%

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.