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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
GGI
1351
Godsey & Gibb Inc
Virginia
$353K
HA
1352
Herold Advisors
New York
$353K +$76.9K +1,510 +29%
PFS
1353
Physicians Financial Services
North Carolina
$352K -$5.09K -100 -1%
MWM
1354
Minot Wealth Management
Massachusetts
$348K +$7.28K +143 +2%
RCM
1355
Raleigh Capital Management
North Carolina
$348K +$46.8K +919 +16%
NG
1356
Northstar Group
New York
$347K -$5.25K -103 -2%
CPSAC
1357
Chas P. Smith & Associates (CPS)
Florida
$346K -$35.9K -705 -10%
RT
1358
Rockland Trust
Massachusetts
$346K -$15.3K -300 -4%
LPIC
1359
LeJeune Puetz Investment Counsel
Michigan
$346K
PB
1360
Pinnacle Bancorp
Nebraska
$346K
FCA
1361
FLC Capital Advisors
California
$346K +$5.09K +100 +2%
ST
1362
Smithfield Trust
Pennsylvania
$344K +$8.15K +160 +2%
IA
1363
IAM Advisory
Pennsylvania
$344K +$336K +6,590 New
SWA
1364
SFMG Wealth Advisors
Texas
$343K -$205K -4,017 -38%
SAF
1365
Smith Anglin Financial
Texas
$342K -$37K -726 -10%
KFGK
1366
Keystone Financial Group (Kentucky)
Kentucky
$342K +$560 +11 +0.2%
PWP
1367
Perfromance Wealth Partners
Illinois
$341K -$12.7K -249 -4%
EIM
1368
Ervin Investment Management
Washington
$341K -$3.82K -75 -1%
PCP
1369
Proficio Capital Partners
Massachusetts
$341K +$20.7K +407 +7%
JMF
1370
Johnson Midwest Financial
Iowa
$341K +$39.3K +771 +13%
SHFA
1371
SS&H Financial Advisors
Michigan
$341K +$333K +6,535 New
EIA
1372
Edgemoor Investment Advisors
Maryland
$340K -$60.7K -1,191 -15%
IWP
1373
Icon Wealth Partners
Texas
$340K -$25.3K -497 -7%
SACTSONJ
1374
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$340K
XWM
1375
Xcel Wealth Management
Florida
$340K +$55.8K +1,095 +20%

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.