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
WT
1176
Washington Trust
Rhode Island
$482K -$815 -16 -0.2%
RE
1177
RBC Europe
United Kingdom
$482K
LNB
1178
Ledyard National Bank
$481K -$42.4K -833 -8%
KIA
1179
KCM Investment Advisors
California
$481K -$38.8K -761 -8%
CA
1180
Callahan Advisors
Texas
$481K +$126K +2,471 +37%
PCA
1181
Personal Capital Advisors
California
$479K -$166K -3,258 -26%
PPW
1182
Parcion Private Wealth
Washington
$479K -$662 -13 -0.1%
ACS
1183
Archford Capital Strategies
Illinois
$478K +$30.5K +599 +7%
Kovitz Investment Group Partners
1184
Kovitz Investment Group Partners
Illinois
$478K +$165K +3,249 +55%
TSS
1185
Two Sigma Securities
New York
$478K +$235K +4,613 +102%
PWPS
1186
Pinnacle Wealth Planning Services
Ohio
$477K +$38.4K +753 +9%
BWP
1187
Baldwin Wealth Partners
Massachusetts
$475K
LGF
1188
LGT Group Foundation
Liechtenstein
$475K +$458K +9,000 New
VFA
1189
Voya Financial Advisors
Connecticut
$473K -$136K -2,665 -23%
OSNBOA
1190
Old Second National Bank of Aurora
Illinois
$470K -$166K -3,250 -27%
NSEDCP
1191
NJ State Employees Deferred Compensation Plan
New Jersey
$470K
EDRIA
1192
Edmonds Duncan Registered Investment Advisors
Kansas
$469K
RC
1193
Rovin Capital
Arizona
$468K -$251K -4,922 -35%
WDG
1194
Wealth Dimensions Group
Ohio
$466K -$764 -15 -0.2%
O
1195
Ossiam
France
$466K +$403K +7,906 +783%
TW
1196
Towerpoint Wealth
California
$465K -$8.66K -170 -2%
PFM
1197
Parsec Financial Management
North Carolina
$463K +$14.9K +292 +3%
BG
1198
Bahl & Gaynor
Ohio
$462K -$301K -5,907 -40%
LMKC
1199
L.M. Kohn & Company
Ohio
$462K +$450K +8,827 New
GD
1200
Grandfield & Dodd
New York
$460K -$408 -8 -0.1%

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.