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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
PL
1326
Plancorp LLC
Missouri
$369K -$24.6K -483 -6%
VT
1327
Vise Technologies
New York
$368K -$364K -7,155 -50%
1SB
1328
1ST Source Bank
Indiana
$368K +$23K +451 +7%
SIA
1329
Schechter Investment Advisors
Michigan
$367K +$88.5K +1,737 +33%
HAIM
1330
Hunter Associates Investment Management
Pennsylvania
$366K
BFPW
1331
BOK Financial Private Wealth
Colorado
$366K +$96.6K +1,897 +37%
DSN
1332
D. Scott Neal
Kentucky
$366K +$357K +7,000 New
WA
1333
Wambolt & Associates
Colorado
$364K -$31.6K -620 -8%
NMIMC
1334
Northwestern Mutual Investment Management Company
Wisconsin
$363K -$1.78K -35 -0.5%
CT
1335
Coastline Trust
Rhode Island
$362K
SFS
1336
Strategic Financial Services
New York
$362K
AIA
1337
Avalon Investment & Advisory
Texas
$362K +$23.4K +459 +7%
CFCI
1338
Comprehensive Financial Consultants Institutional
Indiana
$361K
PFSC
1339
Peoples Financial Services Corp
Pennsylvania
$360K -$2.55K -50 -0.7%
STA
1340
Summit Trail Advisors
New York
$360K +$16.4K +322 +5%
MCM
1341
Manchester Capital Management
Vermont
$360K +$48.1K +944 +16%
NB
1342
Nicolet Bankshares
Wisconsin
$360K +$59K +1,158 +20%
CA
1343
Calton & Associates
Florida
$359K -$6.67K -131 -2%
WTFG
1344
Wells Trecaso Financial Group
Ohio
$358K +$204 +4 +0.1%
JCM
1345
J2 Capital Management
Michigan
$357K +$11.8K +231 +3%
WE
1346
Wealth Effects
Massachusetts
$357K +$17.8K +350 +5%
GIA
1347
Guyasuta Investment Advisors
Pennsylvania
$355K
CCM
1348
Carlson Capital Management
Minnesota
$355K +$16.2K +318 +5%
VCM
1349
Vivaldi Capital Management
Illinois
$354K -$7.44K -146 -2%
GSWM
1350
Golden State Wealth Management
California
$353K -$56.5K -1,110 -14%

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.