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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
EWG
901
Executive Wealth Group
Washington
$843K +$14.6K +287 +2%
WIA
902
Westbourne Investment Advisors
Maryland
$841K
PCS
903
Personal CFO Solutions
New Jersey
$840K -$23.2K -456 -3%
CGL
904
Clarius Group LLC
Washington
$836K
SBH
905
Segall Bryant & Hamill
Illinois
$835K -$136K -2,663 -14%
CAG
906
Crestwood Advisors Group
Massachusetts
$831K -$686K -13,477 -46%
CBN
907
Cadence Bank NA
Texas
$828K
MCC
908
Money Concepts Capital
Florida
$827K +$807K +15,835 New
GWM
909
Gray Wealth Management
Maine
$825K +$22.3K +438 +3%
CFA
910
CWS Financial Advisors
Michigan
$824K -$866 -17 -0.1%
GCM
911
Gables Capital Management
Florida
$824K
KCM
912
Kendall Capital Management
Maryland
$819K
BO
913
Bank OZK
Arkansas
$818K -$131K -2,580 -14%
V
914
VeraBank
Texas
$818K -$17.8K -350 -2%
CCG
915
Coastwise Capital Group
California
$815K +$795K +15,606 New
GIBU
916
Gulf International Bank (UK)
United Kingdom
$814K
AA
917
Advisory Alpha
Michigan
$813K -$210K -4,129 -21%
CII
918
Capital International Inc
California
$810K -$884K -17,352 -53%
CHA
919
Carmichael Hill & Associates
Maryland
$809K +$2.6K +51 +0.3%
KA
920
KLCM Advisors
Wisconsin
$809K +$40.8K +800 +5%
MWM
921
Modera Wealth Management
New Jersey
$806K -$11.4K -224 -1%
FMAEN1
922
Fund Management at Engine No 1
California
$806K +$786K +15,435 New
SXL
923
Summit X LLC
Missouri
$803K +$45.6K +896 +6%
HI
924
Horizon Investments
North Carolina
$800K +$115K +2,250 +17%
CCC
925
Chelsea Counsel Company
California
$799K +$779K +15,300 New

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.