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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
RFA
951
Resurgent Financial Advisors
Georgia
$745K +$37.3K +732 +5%
1WA
952
180 Wealth Advisors
Washington
$744K -$402K -7,892 -37%
HGWM
953
Horst & Graben Wealth Management
Oregon
$744K +$11.3K +221 +2%
BC
954
Bartlett & Co
Ohio
$743K -$3.06K -60 -0.4%
IWN
955
Independent Wealth Network
Iowa
$740K +$7.39K +145 +1%
CIC
956
Carnegie Investment Counsel
Ohio
$739K +$41K +805 +6%
WAP
957
Wealthcare Advisory Partners
Pennsylvania
$738K +$17K +334 +2%
DAM
958
Delta Asset Management
Tennessee
$736K -$5.09K -100 -0.7%
LP
959
Lloyd Park
Illinois
$735K
SWMP
960
Signature Wealth Management Partners
New Jersey
$734K -$29.7K -584 -4%
RBA
961
Richard Bernstein Advisors
New York
$733K
MPCG
962
Matrix Private Capital Group
New York
$733K +$2.9K +57 +0.4%
WFM
963
Wolff Financial Management
Michigan
$732K -$8.81K -173 -1%
WA
964
WBH Advisory
Maryland
$730K -$62K -1,218 -8%
EF
965
Empowered Funds
Pennsylvania
$726K +$80.5K +1,581 +13%
WAAG
966
Wealth Alliance Advisory Group
Kansas
$723K +$15K +295 +2%
EAM
967
Evanson Asset Management
California
$721K -$15.8K -311 -2%
SIC
968
Shoker Investment Counsel
Ohio
$719K +$17.5K +344 +3%
AWM
969
Altium Wealth Management
New York
$717K -$76K -1,493 -10%
ANRIA
970
American National Registered Investment Advisor
Texas
$717K -$13.7K -268 -2%
KTC
971
Kistler-Tiffany Companies
Pennsylvania
$717K -$2.34K -46 -0.3%
EAM
972
Erste Asset Management
Austria
$717K +$195K +3,823 +38%
WKWM
973
Walter & Keenan Wealth Management
Indiana
$716K -$3.31K -65 -0.5%
SP
974
Symmetry Partners
Connecticut
$714K
CA
975
Continuum Advisory
Idaho
$711K +$231K +4,542 +55%

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.