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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
CWP
1501
Concord Wealth Partners
Virginia
$268K +$29.8K +586 +13%
EW
1502
Element Wealth
Mississippi
$267K -$95K -1,865 -27%
CA
1503
Carson Advisory
Georgia
$267K +$5.35K +105 +2%
GTCM
1504
Gyon Technologies Capital Management
New Jersey
$266K -$304K -5,968 -54%
APWM
1505
Atlas Private Wealth Management
New York
$266K -$102K -2,000 -28%
6F
1506
626 Financial
Michigan
$266K -$14.4K -282 -5%
HFS
1507
Howard Financial Services
Texas
$266K -$6.83K -134 -3%
AIM
1508
Aspen Investment Management
Michigan
$266K -$4.58K -90 -2%
ARMT
1509
Amica Retiree Medical Trust
Rhode Island
$265K -$296K -5,802 -53%
CICI
1510
Capital Investment Counsel Inc
North Carolina
$265K -$20.4K -400 -7%
WFG
1511
Wills Financial Group
Virginia
$265K +$259K +5,076 New
CFD
1512
Creative Financial Designs
Indiana
$264K +$33.9K +665 +15%
HIA
1513
Harbor Investment Advisory
Maryland
$263K +$62.9K +1,234 +32%
GFS
1514
GYL Financial Synergies
Connecticut
$262K -$7.49K -147 -3%
MA
1515
Mezzasalma Advisors
New Jersey
$262K -$3.06K -60 -1%
GF
1516
Gries Financial
Ohio
$262K
CPC
1517
Congress Park Capital
New York
$261K -$522K -10,250 -67%
GWM
1518
Greenhouse Wealth Management
Connecticut
$261K
LHWM
1519
Lake Hills Wealth Management
Texas
$260K -$341K -6,703 -57%
AIP
1520
Ahrens Investment Partners
Louisiana
$260K -$6.62K -130 -3%
FI
1521
Fosun International
China
$260K
FFC
1522
First Financial Corp
Indiana
$259K -$20.4K -400 -7%
WPIC
1523
White Pine Investment Company
Michigan
$259K
MRCM
1524
M&R Capital Management
New Jersey
$259K +$3K +59 +1%
RVPG
1525
Relative Value Partners Group
$259K +$248K +4,870 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.