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
RWB
1276
RMR Wealth Builders
New Jersey
$401K +$391K +7,676 New
UAS
1277
United Asset Strategies
New York
$400K -$52.2K -1,024 -12%
BBI
1278
Baxter Bros Inc
Connecticut
$398K
FBFS
1279
First Business Financial Services
Wisconsin
$398K
KF
1280
Krilogy Financial
Missouri
$398K +$65.1K +1,279 +20%
BA
1281
Birinyi Associates
Connecticut
$397K -$50.9K -1,000 -12%
IA
1282
Icon Advisers
Colorado
$397K
AWA
1283
Acorn Wealth Advisors
Michigan
$396K +$4.38K +86 +1%
B
1284
Barings
North Carolina
$396K +$386K +7,584 New
SFWA
1285
Summit Financial Wealth Advisors
Louisiana
$394K
GIP
1286
Greatmark Investment Partners
Georgia
$394K +$17.8K +350 +5%
MAG
1287
Mayfair Advisory Group
Alabama
$393K +$81.9K +1,607 +27%
CFO
1288
CVA Family Office
Colorado
$393K +$92.2K +1,810 +32%
SSW
1289
Smith Shellnut Wilson
Mississippi
$392K -$34K -668 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
1290
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$392K
PP
1291
PDS Planning
Ohio
$391K +$17.5K +343 +5%
PRC
1292
Pearl River Capital
Michigan
$390K -$269K -5,289 -41%
SL
1293
Salomon & Ludwin
Virginia
$389K +$379K +7,441 New
EIP
1294
Ellis Investment Partners
Pennsylvania
$388K +$1.12K +22 +0.3%
JG
1295
Jefferies Group
New York
$387K +$377K +7,411 New
SAMC
1296
Spectrum Asset Management (California)
California
$387K
KFA
1297
Krane Funds Advisors
New York
$385K +$376K +7,373 New
SAM
1298
SP Asset Management
California
$384K
AFS
1299
Access Financial Services
Minnesota
$383K -$5.76K -113 -2%
EA
1300
Eudaimonia Advisors
Tennessee
$383K +$3.46K +68 +0.9%

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.