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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
IP
1026
Intellectus Partners
California
$640K +$5.25K +103 +0.9%
UBV
1027
United Bank (Virginia)
Virginia
$638K -$76.6K -1,504 -11%
LNWTC
1028
Laird Norton Wetherby Trust Company
Washington
$638K -$30.8K -604 -5%
MCA
1029
Millennium Capital Advisors
Arkansas
$634K
PCM
1030
Parsons Capital Management
Rhode Island
$631K +$615K +12,083 New
CP
1031
Covenant Partners
Tennessee
$629K -$298K -5,854 -33%
FMWA
1032
Forvis Mazars Wealth Advisors
Missouri
$629K -$2.09K -41 -0.3%
FIA
1033
Foundations Investment Advisors
Arizona
$628K +$21.4K +421 +4%
FMII
1034
Farmers & Merchants Investments Inc
Nebraska
$627K -$4.08K -80 -0.7%
AWA
1035
Aaron Wealth Advisors
Illinois
$627K +$1.67M +32,760 New
CSI
1036
Cross Staff Investments
New York
$625K
TW
1037
TrinityPoint Wealth
Connecticut
$625K +$51.5K +1,012 +9%
CRI
1038
Colonial River Investments
Virginia
$624K -$86.6K -1,700 -12%
BTWM
1039
Baker Tilly Wealth Management
Wisconsin
$623K -$55.3K -1,085 -8%
WA
1040
Wealth Architects
California
$623K +$53K +1,041 +10%
VRM
1041
Vectors Research Management
New York
$622K -$764 -15 -0.1%
HC
1042
HNP Capital
New York
$622K
PP
1043
Patten & Patten
Tennessee
$622K +$408 +8 +0.1%
BAS
1044
Brown Advisory Securities
Maryland
$621K
AL
1045
Aspiriant LLC
California
$620K +$605K +11,877 New
DWM
1046
Dakota Wealth Management
Florida
$617K +$601K +11,801 New
CCT
1047
Capital City Trust
Florida
$616K +$7.13K +140 +1%
BFA
1048
BMS Financial Advisors
South Dakota
$616K +$23.1K +453 +4%
SCM
1049
Schnieders Capital Management
California
$616K +$197K +3,859 +49%
PFP
1050
Paragon Financial Partners
California
$612K +$21.2K +417 +4%

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.