We are live on ! Find out more
MO icon

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
BFG
1151
Bouchey Financial Group
New York
$512K +$662 +13 +0.1%
RA
1152
Resolute Advisors
California
$509K +$8.3K +163 +2%
AT
1153
American Trust
Kentucky
$509K +$40.6K +797 +9%
SG
1154
StoneX Group
New York
$505K +$8.56K +168 +2%
SDAM
1155
Shulman DeMeo Asset Management
New York
$503K -$4.33K -85 -0.9%
CFSG
1156
Clark Financial Services Group
Missouri
$502K +$1.07K +21 +0.2%
FAIM
1157
Financial Advocates Investment Management
Washington
$500K +$18.6K +365 +4%
HFBOT
1158
Home Federal Bank of Tennessee
Tennessee
$499K
FWTB
1159
First Western Trust Bank
Colorado
$498K +$487K +9,563 New
MGAM
1160
McGowan Group Asset Management
Texas
$496K +$6.37K +125 +1%
BFC
1161
Bedel Financial Consulting
Indiana
$496K +$7.79K +153 +2%
SFG
1162
Sowa Financial Group
Rhode Island
$495K -$6.88K -135 -1%
PWSG
1163
Pacific Wealth Strategies Group
California
$492K
AWAP
1164
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$491K -$22.7K -445 -5%
SP
1165
Successful Portfolios
Florida
$491K -$866 -17 -0.2%
AIM
1166
Anchor Investment Management
South Carolina
$490K -$128K -2,514 -21%
RCWM
1167
Royal Capital Wealth Management
Indiana
$490K +$22.4K +440 +5%
SHFA
1168
SC&H Financial Advisors
Maryland
$489K -$35.2K -692 -7%
SSWM
1169
Smith Salley Wealth Management
North Carolina
$488K -$35K -687 -7%
ATWA
1170
Arbor Trust Wealth Advisors
Michigan
$487K +$466K +9,157 New
SIC
1171
Sterling Investment Counsel
New York
$484K -$1.38K -27 -0.3%
CFG
1172
Compton Financial Group
Maryland
$484K +$255 +5 +0.1%
HFM
1173
Harvest Fund Management
China
$484K +$221K +4,348 +88%
IMOV
1174
Investment Management of Virginia
Virginia
$483K -$50.9K -1,000 -10%
FF
1175
FourThought Financial
Florida
$483K

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.