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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
SLT
1101
St Louis Trust
Missouri
$560K
SW
1102
SkyOak Wealth
Michigan
$558K
CWM
1103
C2C Wealth Management
Arizona
$556K
FFM
1104
Forum Financial Management
Illinois
$556K +$357 +7 +0.1%
AWE
1105
Avidian Wealth Enterprises
Texas
$555K -$214K -4,205 -28%
PFO
1106
Pathstone Family Office
New Jersey
$553K -$110K -2,162 -18%
IRC
1107
Investors Research Corp
Georgia
$553K
FWP
1108
FAS Wealth Partners
Kansas
$551K -$38K -746 -7%
MLA
1109
My Legacy Advisors
Oregon
$551K +$537K +10,540 New
MBT
1110
Montecito Bank & Trust
California
$550K
Jacobs Levy Equity Management
1111
Jacobs Levy Equity Management
New Jersey
$550K +$536K +10,528 New
IAP
1112
Indie Asset Partners
Indiana
$547K +$52.2K +1,024 +11%
ICP
1113
Interchange Capital Partners
Pennsylvania
$546K -$3.97K -78 -0.7%
FLPIM
1114
F.L. Putnam Investment Management
Massachusetts
$544K +$68K +1,334 +15%
CIA
1115
Cladis Investment Advisory
Montana
$543K +$143K +2,800 +37%
GC
1116
Gilbert & Cook
Iowa
$541K +$12.2K +239 +2%
HW
1117
Hancock Whitney
Mississippi
$541K +$94.6K +1,858 +22%
CWS
1118
Cypress Wealth Services
California
$540K +$19.9K +390 +4%
OAM
1119
Oak Asset Management
California
$539K -$335K -6,575 -39%
NAS
1120
Nicolet Advisory Services
Wisconsin
$538K +$1.12K +22 +0.2%
WTB
1121
Washington Trust Bank
Washington
$536K -$123K -2,421 -19%
WPW
1122
Waldron Private Wealth
Pennsylvania
$536K -$105K -2,053 -17%
MA
1123
Montag & Associates
Georgia
$536K
BMA
1124
Brooks Moore & Associates
Tennessee
$535K -$16.5K -324 -3%
AWA
1125
Arkadios Wealth Advisors
Georgia
$534K -$197K -3,872 -27%

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.