We are live on ! Find out more
MO icon

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
JE
1576
JMAC Enterprises
Pennsylvania
$235K +$10.2K +200 +5%
SIA
1577
Sage Investment Advisers
New York
$234K -$146K -2,874 -39%
KOC
1578
Koss-Olinger Consulting
Florida
$234K +$764 +15 +0.3%
JAG
1579
Journey Advisory Group
Kentucky
$233K +$227K +4,466 New
RTS
1580
Round Table Services
New Jersey
$232K -$49.6K -973 -18%
WA
1581
Wealth Alliance
New York
$232K -$11.6K -228 -5%
FAG
1582
Fortitude Advisory Group
Washington
$232K +$1.12K +22 +0.5%
GA
1583
GoalVest Advisory
New York
$232K +$226K +4,446 New
FFA
1584
Fragasso Financial Advisors
Pennsylvania
$232K +$227K +4,449 New
AFC
1585
AFT Forsyth & Company
Florida
$231K
VC
1586
Vestor Capital
Illinois
$231K
GWMIA
1587
Global Wealth Management Investment Advisory
Florida
$230K -$10.2K -200 -4%
CCM
1588
Chickasaw Capital Management
Tennessee
$230K
FNFDCM
1589
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$230K
NQWM
1590
Northwest Quadrant Wealth Management
Oregon
$229K -$12.4K -243 -5%
ECM
1591
Evergreen Capital Management
Washington
$229K +$223K +4,376 New
CCB
1592
Country Club Bank
Missouri
$229K +$224K +4,405 New
OFW
1593
Omnia Family Wealth
Florida
$228K -$185K -3,628 -46%
CAM
1594
Cubic Asset Management
Massachusetts
$228K
SFG
1595
SNS Financial Group
Minnesota
$228K +$713 +14 +0.3%
IIC
1596
Ironwood Investment Counsel
Arizona
$228K +$2.04K +40 +0.9%
AWM
1597
Avior Wealth Management
Nebraska
$228K +$3.16K +62 +1%
PMFA
1598
Plante Moran Financial Advisors
Michigan
$227K -$44.1K -866 -17%
TCOT
1599
Trust Company of Toledo
Ohio
$227K
APG
1600
Abacus Planning Group
South Carolina
$227K +$221K +4,346 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.