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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
WBC
976
Westpac Banking Corp
Australia
$710K +$693K +13,596 New
PG
977
Pendal Group
Australia
$710K +$693K +13,596 New
SWIM
978
Smallwood Wealth Investment Management
New Jersey
$709K +$815 +16 +0.1%
VFG
979
V2 Financial group
Illinois
$708K -$5.3M -103,959 -88%
AWA
980
Arete Wealth Advisors
Illinois
$706K -$50.9K -1,000 -7%
CSB
981
City State Bank
Iowa
$704K -$25.5K -500 -4%
MIM
982
Marco Investment Management
Georgia
$704K +$51 +1 +0%
HI
983
HBK Investments
Texas
$702K +$397K +7,788 +138%
KWS
984
Keystone Wealth Services
California
$701K +$17.3K +340 +3%
VCAM
985
Van Cleef Asset Management
Ohio
$699K -$39.3K -772 -5%
NRS
986
Neville Rodie & Shaw
New York
$697K
TIM
987
Total Investment Management
Arizona
$696K -$6.67K -131 -1%
YAM
988
Yacktman Asset Management
Texas
$695K -$61.1K -1,200 -8%
WAM
989
Walker Asset Management
Missouri
$693K
HI
990
Hendershot Investments
Virginia
$692K -$9.47K -186 -1%
CC
991
Chicago Capital
Illinois
$692K
SCM
992
Shelton Capital Management
Colorado
$692K
BFA
993
Bill Few Associates
Pennsylvania
$688K +$27.8K +546 +4%
SIMG
994
Sonora Investment Management Group
Arizona
$687K -$6.37K -125 -0.9%
PCA
995
Peddock Capital Advisors
Massachusetts
$686K +$669K +13,133 New
EWM
996
Endurance Wealth Management
Rhode Island
$684K
RMAM
997
Raab & Moskowitz Asset Management
New Jersey
$684K
EGM
998
Engineers Gate Manager
New York
$682K -$88.9K -1,745 -12%
CSPIA
999
Cary Street Partners Investment Advisory
Virginia
$680K +$27K +530 +4%
WA
1000
Waverly Advisors
Alabama
$679K -$255 -5 -0%

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.