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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
LPL Financial
76
LPL Financial
California
$73.5M +$2.15M +42,286 +3%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$73.2M -$2.82M -55,382 -4%
Osaic Holdings
78
Osaic Holdings
Arizona
$72.3M -$3.12M -61,337 -4%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$71.3M -$3.29M -64,509 -5%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$69.2M +$2.74M +53,848 +4%
Truist Financial
81
Truist Financial
North Carolina
$67.5M -$5.97M -117,231 -8%
Primecap Management
82
Primecap Management
California
$67.4M -$153K -3,000 -0.2%
Two Sigma Investments
83
Two Sigma Investments
New York
$65.4M +$63.8M +1,252,380 New
EVM
84
Eaton Vance Management
Massachusetts
$62.1M +$2.29M +44,957 +4%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$58M +$4.09M +80,256 +8%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$57.7M -$967K -18,990 -2%
AQR Capital Management
87
AQR Capital Management
Connecticut
$57.3M +$16.1M +316,226 +40%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$56.3M +$147K +2,877 +0.3%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.3M -$3.22M -63,163 -6%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$55.2M -$15.1M -297,012 -22%
Lido Advisors
91
Lido Advisors
California
$54.2M -$1.97M -38,763 -4%
HighTower Advisors
92
HighTower Advisors
Illinois
$54M +$4.43M +86,920 +9%
GIA
93
Gateway Investment Advisers
Ohio
$53.6M -$31.3K -615 -0.1%
Nordea Investment Management
94
Nordea Investment Management
Sweden
$53M +$353K +6,924 +0.7%
Stifel Financial
95
Stifel Financial
Missouri
$52M +$2.09M +41,088 +4%
Bank Julius Baer & Co
96
Bank Julius Baer & Co
Switzerland
$51.6M +$1.37M +26,981 +3%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$50.6M +$6.17M +121,113 +14%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$49.9M +$4.21M +82,678 +9%
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
$48.9M +$256K +5,018 +0.5%
MAM
100
Martingale Asset Management
Massachusetts
$48.6M -$4.04M -79,221 -8%

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.