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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
PWM
1001
PBMares Wealth Management
Virginia
$678K -$84.1K -1,652 -11%
IP
1002
Ignite Planners
California
$677K +$14.8K +290 +2%
DWA
1003
Douglass Winthrop Advisors
New York
$675K -$16.8K -330 -2%
WP
1004
WMS Partners
Maryland
$675K +$386K +7,582 +142%
ESB
1005
Essex Savings Bank
Connecticut
$672K -$162K -3,189 -20%
CNC
1006
Canandaigua National Corp
New York
$670K -$2.5K -49 -0.4%
RCI
1007
RS Crum Inc
California
$669K -$33.5K -658 -5%
TSW
1008
Thompson Siegel & Walmsley
Virginia
$669K +$34.8K +683 +6%
TIM
1009
Tevis Investment Management
Texas
$667K
4WM
1010
44 Wealth Management
Oregon
$666K
MCA
1011
Magnolia Capital Advisors
Mississippi
$664K +$63K +1,236 +11%
TG
1012
TCW Group
California
$662K
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$661K -$89.7K -1,760 -12%
WSCM
1014
Wellington Shields Capital Management
New York
$661K +$71.3K +1,400 +12%
NGA
1015
Naples Global Advisors
Florida
$658K -$76.4K -1,500 -11%
LI
1016
Lafayette Investments
Maryland
$658K
GIA
1017
Gladstone Institutional Advisory
Florida
$658K +$35.4K +694 +6%
MWM
1018
Mattern Wealth Management
Kansas
$657K
CAL
1019
Capital Analysts LLC
Pennsylvania
$653K +$37.8K +743 +6%
CCM
1020
CTC Capital Management
Illinois
$653K +$637K +12,500 New
AssetMark Inc
1021
AssetMark Inc
California
$651K -$83.3K -1,635 -12%
SWM
1022
Salvus Wealth Management
New Jersey
$648K +$16.5K +323 +3%
TCOO
1023
Trust Company of Oklahoma
Oklahoma
$645K
AB
1024
Atlas Brown
Kentucky
$644K +$764 +15 +0.1%
SOAMC
1025
Spirit of America Management Corp
New York
$640K

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.