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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
LGA
1201
Lebenthal Global Advisors
New York
$460K +$56K +1,100 +14%
WPW
1202
Warther Private Wealth
Ohio
$460K +$444K +8,724 New
LA
1203
Latitude Advisors
Florida
$459K -$432K -8,484 -49%
SOS
1204
Silver Oak Securities
Tennessee
$459K +$432K +8,478 New
SC
1205
Stephens Consulting
Michigan
$457K +$662 +13 +0.1%
SIS
1206
Sound Income Strategies
Florida
$457K -$4.63K -91 -1%
SAM
1207
Synergy Asset Management
Washington
$456K +$7.39K +145 +2%
TFS
1208
TrustCore Financial Services
Tennessee
$456K +$33.4K +656 +8%
ACM
1209
Azimuth Capital Management
Michigan
$455K -$5.09K -100 -1%
FPCP
1210
Fort Point Capital Partners
California
$455K +$22.3K +437 +5%
EFL
1211
ERn Financial LLC
Wisconsin
$455K +$31.2K +612 +8%
FBA
1212
Front Barnett Associates
Illinois
$454K -$17.8K -350 -4%
MSCM
1213
McElhenny Sheffield Capital Management
Texas
$454K -$153 -3 -0%
ACG
1214
Allen Capital Group
Nebraska
$454K +$7.39K +145 +2%
EWM
1215
EPG Wealth Management
Georgia
$453K +$52.9K +1,039 +14%
ET
1216
Equitable Trust
Tennessee
$452K -$15.3K -300 -3%
MHB
1217
Midwest Heritage Bank
Iowa
$450K +$5.09K +100 +1%
BFG
1218
Berger Financial Group
Minnesota
$450K +$51.7K +1,015 +13%
Walleye Capital
1219
Walleye Capital
New York
$450K +$438K +8,607 New
AI
1220
Accredited Investors
Minnesota
$448K -$17.1K -335 -4%
CC
1221
Centiva Capital
New York
$447K +$436K +8,556 New
IA
1222
IFG Advisors
Missouri
$445K +$2.55K +50 +0.6%
SF
1223
Summit Financial
New Jersey
$443K +$5.35K +105 +1%
APW
1224
Atlantic Private Wealth
North Carolina
$442K
MSFS
1225
Main Street Financial Solutions
Pennsylvania
$442K +$118K +2,322 +38%

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.