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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
DW
1426
Domani Wealth
Pennsylvania
$305K
SB
1427
Strategic Blueprint
Georgia
$304K -$3.16K -62 -1%
LB
1428
Leo Brokerage
Texas
$304K +$296K +5,818 New
NF
1429
NTB Financial
Colorado
$303K -$15K -295 -5%
CT
1430
Clearstead Trust
Maine
$303K
WDA
1431
Wendell David Associates
New Hampshire
$303K
WP
1432
WealthShield Partners
North Carolina
$303K +$12K +236 +4%
CC
1433
Cannell & Co
New York
$303K +$29.3K +575 +11%
FUBT
1434
First United Bank & Trust
Maryland
$302K -$20.1K -395 -6%
RMC
1435
Resources Management Corp
Connecticut
$302K -$5.09K -100 -2%
AWM
1436
Aberdeen Wealth Management
Illinois
$302K
RSWM
1437
Robertson Stephens Wealth Management
California
$302K +$1.22K +24 +0.4%
PS
1438
Planned Solutions
California
$301K -$55.5K -1,090 -16%
CFS
1439
CRA Financial Services
New Jersey
$301K +$1.22K +24 +0.4%
WCM
1440
Whitener Capital Management
North Carolina
$301K +$5.09K +100 +2%
AIFAIM
1441
American Institute for Advanced Investment Management
Arizona
$300K -$6.11K -120 -2%
QCM
1442
Quantinno Capital Management
New York
$300K +$293K +5,750 New
FPAS
1443
Focus Partners Advisor Solutions
Missouri
$299K -$64.2K -1,261 -18%
PA
1444
Procyon Advisors
Connecticut
$299K -$47.9K -940 -14%
BCAM
1445
Boston Common Asset Management
Massachusetts
$299K -$37.3K -733 -11%
AWAG
1446
ARS Wealth Advisors Group
Florida
$299K -$7.13K -140 -2%
PWMAG
1447
Pinnacle Wealth Management Advisory Group
New Jersey
$299K +$3.82K +75 +1%
9WM
1448
9258 Wealth Management
Ohio
$299K +$28.6K +562 +11%
BIAS
1449
Beacon Investment Advisory Services
New Jersey
$298K -$7.54K -148 -3%
TAM
1450
Townsend Asset Management
North Carolina
$297K -$866 -17 -0.3%

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.