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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
ZCA
1126
Zeke Capital Advisors
Pennsylvania
$534K +$521K +10,229 New
WIC
1127
Woodmont Investment Counsel
Tennessee
$533K +$284K +5,575 +121%
OC
1128
Oakworth Capital
Alabama
$532K -$13.7K -269 -3%
AMC
1129
Asset Management Corp
Illinois
$532K -$10.3K -202 -2%
NFSG
1130
Newbridge Financial Services Group
Florida
$532K +$8.15K +160 +2%
RWA
1131
Redhawk Wealth Advisors
Minnesota
$532K +$260K +5,110 +101%
LWA
1132
Lineweaver Wealth Advisors
Ohio
$531K +$518K +10,167 New
BW
1133
Bison Wealth
Georgia
$530K -$30.5K -599 -6%
HCM
1134
Hall Capital Management
Rhode Island
$530K
ECG
1135
Edge Capital Group
Georgia
$529K +$2.5K +49 +0.5%
MWM
1136
Meridian Wealth Management
Kentucky
$525K -$203K -3,994 -28%
HAS
1137
HBW Advisory Services
California
$525K +$14.6K +286 +3%
MCM
1138
McRae Capital Management
New Jersey
$524K +$511K +10,036 New
State Farm Mutual Automobile Insurance
1139
State Farm Mutual Automobile Insurance
Illinois
$523K
NWM
1140
Northcape Wealth Management
New York
$523K +$175K +3,441 +52%
PWM
1141
Perigon Wealth Management
California
$521K +$3.26K +64 +0.6%
PIMG
1142
Patriot Investment Management Group
Tennessee
$521K +$119K +2,344 +31%
CRWM
1143
Castle Rock Wealth Management
California
$520K +$102K +2,000 +27%
KCM
1144
Kathmere Capital Management
Pennsylvania
$518K +$505K +9,923 New
FCT
1145
First Community Trust
Iowa
$516K
CPIG
1146
Chicago Partners Investment Group
Illinois
$516K +$17K +334 +4%
WAM
1147
WFA Asset Management
Wisconsin
$516K +$8.91K +175 +2%
HIC
1148
Holderness Investments Company
North Carolina
$515K +$2.19K +43 +0.4%
SFFS
1149
Stonehage Fleming Financial Services
Jersey
$514K
PCM
1150
Perritt Capital Management
Illinois
$514K +$57.6K +1,130 +13%

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.