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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
PAG
1076
Powers Advisory Group
Illinois
$587K +$6.06K +119 +1%
EWM
1077
Empirical Wealth Management
Washington
$585K -$89.8K -1,762 -14%
MPIM
1078
McGinn Penninger Investment Management
Virginia
$583K +$568K +11,150 New
TT
1079
TI-Trust
Illinois
$580K -$50.9K -1,000 -8%
CCG
1080
Ceeto Capital Group
Florida
$579K
QI
1081
Qtron Investments
Massachusetts
$579K
SFI
1082
SPC Financial Inc
Maryland
$578K +$25.5K +500 +5%
KCFA
1083
Key Client Fiduciary Advisors
New Jersey
$577K +$50.2K +986 +10%
JAFL
1084
Jay A. Fishman Ltd
Michigan
$577K
MA
1085
MAS Advisors
Florida
$576K +$6.62K +130 +1%
TMWM
1086
Taylor & Morgan Wealth Management
Michigan
$574K +$5.6K +110 +1%
LW
1087
Linscomb Wealth
Texas
$574K +$9.07K +178 +2%
GI
1088
Gradient Investments
Minnesota
$574K +$63.6K +1,248 +13%
MFG
1089
MidWestOne Financial Group
Iowa
$572K
MCA
1090
MSH Capital Advisors
Arizona
$571K +$22K +431 +4%
FHA
1091
First Horizon Advisors
Tennessee
$571K -$217K -4,252 -28%
CST
1092
Charles Schwab Trust
Nevada
$564K
FMTC
1093
Farmers & Merchants Trust Company
California
$564K
TFM
1094
TFC Financial Management
Massachusetts
$564K
AWM
1095
Accurate Wealth Management
Florida
$563K +$129K +2,526 +31%
ACA
1096
Aptus Capital Advisors
Alabama
$563K +$142K +2,781 +36%
BDWM
1097
Brewin Dolphin Wealth Management
Ireland
$562K
PWMG
1098
Prestige Wealth Management Group
New Jersey
$562K +$419K +8,224 +326%
OIM
1099
Orca Investment Management
Oregon
$561K +$10.2K +201 +2%
SFG
1100
Summit Financial Group
West Virginia
$560K -$12.7K -250 -2%

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.