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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
MFW
926
Meristem Family Wealth
Minnesota
$797K +$136K +2,672 +21%
PCM
927
Palisade Capital Management
New Jersey
$796K
TPWA
928
TRUE Private Wealth Advisors
Oregon
$790K +$8.1K +159 +1%
SWA
929
Stratos Wealth Advisors
Ohio
$786K -$8.86K -174 -1%
BI
930
Bramshill Investments
Florida
$784K +$764K +15,000 New
WA
931
Wealthstar Advisors
Texas
$781K +$764K +14,996 New
BCA
932
Bay Colony Advisors
Massachusetts
$780K +$24.9K +488 +3%
DT
933
Diversified Trust
Tennessee
$778K -$190K -3,721 -20%
BCP
934
Blue Chip Partners
Michigan
$778K +$12.8K +251 +2%
TC
935
Titleist Capital
Texas
$773K +$80K +1,571 +12%
SIM
936
Sentry Investment Management
Wisconsin
$771K -$126K -2,483 -14%
EFI
937
EHP Funds Inc
Canada
$768K +$749K +14,700 New
Assenagon Asset Management
938
Assenagon Asset Management
Luxembourg
$765K +$7.59K +149 +1%
PWW
939
Pettyjohn Wood & White
Virginia
$763K -$2.55K -50 -0.3%
OPTFSNA
940
Old Point Trust & Financial Services N A
Virginia
$757K -$39.5K -775 -5%
FWM
941
Foresight Wealth Management
Utah
$757K +$140K +2,750 +23%
TWM
942
Tradition Wealth Management
Minnesota
$755K +$115K +2,265 +19%
AAM
943
Aureus Asset Management
Massachusetts
$754K -$10.6K -209 -1%
CAAS
944
Capital Asset Advisory Services
Michigan
$753K +$33.1K +650 +5%
PFGIA
945
Patriot Financial Group Insurance Agency
Massachusetts
$749K -$60.7K -1,191 -8%
HC
946
Hendley & Co
Ohio
$748K -$20K -392 -3%
SPWM
947
Straight Path Wealth Management
Michigan
$748K +$255 +5 +0%
FTDI
948
First Trust Direct Indexing
Massachusetts
$746K +$245K +4,813 +51%
BCWM
949
Bartlett & Co Wealth Management
Ohio
$745K -$3.06K -60 -0.4%
RDWM
950
Red Door Wealth Management
Tennessee
$745K -$22K -431 -3%

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.