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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
EW
1301
Evoke Wealth
California
$382K -$40.7K -799 -10%
MHIC
1302
Marble Harbor Investment Counsel
Massachusetts
$382K
FCBT
1303
First Citizens Bank & Trust
North Carolina
$381K -$20K -393 -5%
KC
1304
Kenfarb & Co
Kentucky
$381K
RIM
1305
Regent Investment Management
Kentucky
$380K
IA
1306
Insight Advisors
Pennsylvania
$380K +$50.9K +1,000 +16%
SA
1307
Syntax Advisors
New York
$379K -$98.9K -1,941 -21%
VCG
1308
Vantage Consulting Group
Virginia
$379K -$98.9K -1,941 -21%
SFG
1309
Sovereign Financial Group
Connecticut
$379K +$126K +2,481 +52%
ACP
1310
Aveo Capital Partners
Colorado
$378K -$30.2K -592 -8%
TA
1311
Tiedemann Advisors
New York
$378K +$6.62K +130 +2%
OBWG
1312
Onyx Bridge Wealth Group
New York
$378K +$85.4K +1,676 +32%
NB
1313
Northwest Bancshares
Pennsylvania
$377K -$12.9K -254 -3%
BAAM
1314
Baker Avenue Asset Management
California
$377K +$40.6K +797 +12%
CF
1315
Corrigan Financial
Rhode Island
$377K +$124K +2,425 +51%
TF
1316
Tompkins Financial
New York
$376K +$249K +4,894 +213%
TWM
1317
Thrive Wealth Management
Pennsylvania
$374K -$44.5K -874 -11%
KWMG
1318
King Wealth Management Group
Florida
$374K
CWM
1319
Congress Wealth Management
Massachusetts
$372K -$64.5K -1,267 -15%
TIA
1320
Tandem Investment Advisors
South Carolina
$372K -$23.8K -467 -6%
FFBTD
1321
First Financial Bank - Trust Division
Ohio
$372K +$6.47K +127 +2%
IFWM
1322
Institute for Wealth Management
Colorado
$371K +$306 +6 +0.1%
AT
1323
Arvest Trust
Oklahoma
$371K +$5.81K +114 +2%
MA
1324
MONECO Advisors
Connecticut
$370K -$25.6K -503 -7%
EGA
1325
E&G Advisors
Texas
$369K -$132K -2,600 -27%

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.