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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
JWM
1551
Jeppson Wealth Management
California
$248K +$242K +4,750 New
HCM
1552
Howland Capital Management
Massachusetts
$248K +$242K +4,753 New
CPA
1553
Capital Planning Advisors
California
$247K +$241K +4,735 New
WMA
1554
Wealth Management Associates
New Jersey
$247K +$1.43K +28 +0.6%
MFC
1555
Mechanics Financial Corp
Ohio
$246K -$33.1K -650 -12%
GAB
1556
German American Bancorp
Indiana
$245K
LWP
1557
Legacy Wealth Planning
Nevada
$243K -$7.23K -142 -3%
WDL
1558
Well Done LLC
Michigan
$243K
HA
1559
HYA Advisors
Missouri
$243K +$3.11K +61 +1%
SBWIC
1560
Schaper Benz & Wise Investment Counsel
Wisconsin
$242K +$51 +1 +0%
FAG
1561
Financial Advisory Group
Texas
$242K +$1.53K +30 +0.7%
AWM
1562
Angeles Wealth Management
California
$241K +$235K +4,616 New
GC
1563
Garde Capital
Washington
$240K -$48.8K -959 -17%
SHGA
1564
Sand Hill Global Advisors
California
$240K -$8.3K -163 -3%
EWM
1565
Elmwood Wealth Management
California
$240K
NFG
1566
Nadler Financial Group
Illinois
$240K +$234K +4,585 New
WCG
1567
Weaver Consulting Group
California
$239K -$1.78K -35 -0.8%
NCM
1568
Next Capital Management
New York
$239K +$233K +4,576 New
SAM
1569
SignalPoint Asset Management
Missouri
$238K +$232K +4,564 New
LDFR
1570
Lehman & Derafelo Financial Resources
Pennsylvania
$237K +$4.63K +91 +2%
TI
1571
tru Independence
Oregon
$237K +$231K +4,528 New
CWM
1572
Cranbrook Wealth Management
Michigan
$235K -$14.8K -290 -6%
AWM
1573
Act Wealth Management
Texas
$235K
AWS
1574
Arkfeld Wealth Strategies
Nebraska
$235K
TFA
1575
Triad Financial Advisors
North Carolina
$235K +$2.5K +49 +1%

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.