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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
Credit Agricole
1051
Credit Agricole
France
$609K +$81.2K +1,594 +16%
OIA
1052
Optimum Investment Advisors
Illinois
$607K -$12.7K -250 -2%
MCM
1053
Monarch Capital Management
Indiana
$607K +$3.06K +60 +0.5%
CCB
1054
Cutter & Co Brokerage
Missouri
$607K +$7.39K +145 +1%
GP
1055
Girard Partners
Pennsylvania
$607K +$167K +3,280 +39%
SPWG
1056
Sage Private Wealth Group
Illinois
$606K +$3.52K +69 +0.6%
PPW
1057
Pinnacle Private Wealth
Massachusetts
$605K -$28.4K -557 -5%
SCA
1058
STALEY CAPITAL ADVISERS
Pennsylvania
$605K -$2.55K -50 -0.4%
GCAC
1059
Guardian Capital Advisors (Canada)
Ontario, Canada
$605K
NAG
1060
Northstar Advisory Group
New Jersey
$605K +$75.3K +1,478 +15%
GGS
1061
Galvin Gaustad & Stein
Arizona
$604K -$344K -6,750 -37%
SWA
1062
Sax Wealth Advisors
New Jersey
$603K -$31.8K -625 -5%
GWM
1063
GSB Wealth Management
Connecticut
$601K -$317K -6,221 -35%
WB
1064
West Bancorporation
Iowa
$598K +$250K +4,908 +75%
CI
1065
Conning Inc
Connecticut
$597K +$49.9K +980 +9%
DWM
1066
Doyle Wealth Management
Florida
$597K +$98.6K +1,935 +20%
DSC
1067
Duncker Streett & Co
Missouri
$596K -$86.1K -1,691 -13%
FDS
1068
Freedom Day Solutions
Texas
$594K +$579K +11,362 New
BRWM
1069
B. Riley Wealth Management
Tennessee
$593K +$97.7K +1,918 +20%
MGIA
1070
Moneta Group Investment Advisors
Missouri
$593K +$160K +3,141 +38%
JIC
1071
Joel Isaacson & Co
New York
$592K
BC
1072
Burney Company
Virginia
$591K -$95.8K -1,881 -14%
IC
1073
Inscription Capital
Texas
$590K +$16.5K +323 +3%
FBT
1074
First Bankers Trust
Kentucky
$589K -$44.3K -870 -7%
SG
1075
Stonnington Group
California
$588K +$204K +4,000 +59%

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.