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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
CBFP
1451
Cedar Brook Financial Partners
Ohio
$295K -$713 -14 -0.2%
TBNY
1452
Trustco Bank (New York)
New York
$295K
WAM
1453
Weatherly Asset Management
California
$295K
CA
1454
Claro Advisors
Massachusetts
$294K
MMG
1455
Monetary Management Group
Missouri
$294K
RMDI
1456
R.M. Davis Inc
Maine
$294K +$287K +5,635 New
SFA
1457
Souders Financial Advisors
Ohio
$292K -$58.2K -1,143 -17%
BCM
1458
Bienville Capital Management
New York
$292K
SIAP
1459
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$292K +$306 +6 +0.1%
FBC
1460
Fairfield, Bush & Co
Connecticut
$291K
RG
1461
Retirement Group
California
$291K +$1.78K +35 +0.6%
IAM
1462
Infusive Asset Management
New York
$290K -$68.3K -1,340 -19%
1WM
1463
1900 Wealth Management
Texas
$290K -$13.8K -270 -5%
SFG
1464
SevenBridge Financial Group
Pennsylvania
$288K -$92.9K -1,823 -25%
DP
1465
Dearborn Partners
Illinois
$287K -$99.3K -1,950 -26%
BHWM
1466
Bar Harbor Wealth Management
New Hampshire
$287K
DBT
1467
Dubuque Bank & Trust
Iowa
$286K -$3.82K -75 -1%
DJSG
1468
D.J. St. Germain
Massachusetts
$286K +$7.13K +140 +3%
MPI
1469
Mairs & Power Inc
Minnesota
$286K +$23K +452 +9%
BSSFA
1470
Baron Silver Stevens Financial Advisors
Florida
$284K
BWM
1471
BT Wealth Management
Georgia
$284K
UF
1472
Univest Financial
Pennsylvania
$284K +$5.81K +114 +2%
CCM
1473
Chilton Capital Management
Texas
$284K +$42K +825 +18%
EFSCE
1474
Enterprise Financial Services Corp (EFSC)
Missouri
$283K +$11.5K +226 +4%
BDF
1475
Balasa Dinverno & Foltz
$283K +$276K +5,419 New

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.