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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
CCFCSB
1401
Cape Cod Five Cents Savings Bank
Massachusetts
$319K +$2.39K +47 +0.8%
DC
1402
Defender Capital
North Carolina
$318K
CG
1403
Clarus Group
Texas
$318K +$458 +9 +0.1%
WIP
1404
WealthCare Investment Partners
Rhode Island
$318K +$39.9K +783 +16%
SWP
1405
Summit Wealth Partners
Florida
$317K +$560 +11 +0.2%
SCM
1406
Silvant Capital Management
Georgia
$317K
BS
1407
Boenning & Scattergood
Pennsylvania
$316K +$102 +2 +0%
NFG
1408
Northeast Financial Group
Pennsylvania
$316K +$308K +6,039 New
OHWP
1409
Oak Harbor Wealth Partners
North Carolina
$315K +$3.87K +76 +1%
CCA
1410
Childress Capital Advisors
Texas
$315K +$11K +215 +4%
CCM
1411
Chiron Capital Management
Florida
$314K -$50.9K -1,000 -14%
HTHT
1412
Hemenway Trust Hemenway Trust
New Hampshire
$313K
RPWA
1413
Regent Peak Wealth Advisors
Georgia
$312K +$764 +15 +0.3%
OC
1414
Oarsman Capital
Wisconsin
$312K +$304K +5,970 New
COI
1415
Connable Office Inc
Michigan
$311K -$46.7K -916 -13%
FNBOO
1416
First National Bank of Omaha
Nebraska
$310K -$10.2K -200 -3%
DWT
1417
Dorsey & Whitney Trust
South Dakota
$310K +$41.9K +823 +16%
WPC
1418
Wedmont Private Capital
Pennsylvania
$310K +$86.3K +1,694 +41%
AF
1419
AtlasMark Financial
Texas
$309K
JSL
1420
JT Stratford LLC
Georgia
$309K -$56.3K -1,105 -16%
ED
1421
Exane Derivatives
France
$308K +$259K +5,092 +640%
BIA
1422
Barry Investment Advisors
Massachusetts
$307K +$1.78K +35 +0.6%
YWS
1423
Yarger Wealth Strategies
Ohio
$307K +$5.4K +106 +2%
KWM
1424
Kolinsky Wealth Management
New Jersey
$306K +$45.7K +897 +18%
MCP
1425
Mirador Capital Partners
California
$305K -$8.35K -164 -3%

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.