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
CG
1251
CFO4Life Group
Texas
$422K -$6.93K -136 -2%
GW
1252
GW & Wade
Massachusetts
$421K +$5.96K +117 +1%
LWM
1253
Laidlaw Wealth Management
New York
$420K -$299K -5,875 -42%
WCAMG
1254
Woodard & Company Asset Management Group
North Carolina
$420K
CFA
1255
Compass Financial Advisors
Indiana
$420K +$76K +1,492 +23%
WHRC
1256
W.H. Reaves & Co
New Jersey
$418K
AI
1257
AXS Investments
New York
$417K -$558K -10,953 -58%
SPWM
1258
Schrum Private Wealth Management
Florida
$417K -$22.2K -435 -5%
CIA
1259
Cohen Investment Advisors
New Hampshire
$417K -$17.5K -344 -4%
TF
1260
Trek Financial
Arizona
$417K +$2.75K +54 +0.7%
CL
1261
COWA LLC
Oklahoma
$414K +$40.8K +800 +11%
GC
1262
Grimes & Company
Massachusetts
$413K -$6.26K -123 -2%
GCM
1263
Gibraltar Capital Management
Oklahoma
$413K +$402K +7,897 New
DIM
1264
Delta Investment Management
California
$412K +$16.5K +323 +4%
RCM
1265
Requisite Capital Management
Texas
$412K +$395K +7,753 New
FWM
1266
Finer Wealth Management
Massachusetts
$410K -$57K -1,120 -13%
TFA
1267
Teamwork Financial Advisors
Texas
$410K -$22.9K -450 -5%
ACI
1268
Alpha Cubed Investments
California
$410K
HIC
1269
Harvey Investment Company
Kentucky
$409K
TAIM
1270
TD Ameritrade Investment Management
Nebraska
$408K +$28.8K +566 +8%
WWMSC
1271
Wagner Wealth Management (South Carolina)
South Carolina
$406K -$58.3K -1,145 -13%
HWA
1272
HHM Wealth Advisors
Tennessee
$405K
PFA
1273
Peak Financial Advisors
Colorado
$405K +$394K +7,743 New
BIP
1274
Blueprint Investment Partners
North Carolina
$403K +$393K +7,708 New
QC
1275
Quantedge Capital
Singapore
$402K -$601K -11,800 -61%

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.