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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
PSIWM
1601
Paradigm Strategies in Wealth Management
Minnesota
$226K
OCPWS
1602
One Charles Private Wealth Services
Massachusetts
$226K +$408 +8 +0.2%
PIA
1603
Powell Investment Advisors
Florida
$226K +$2.8K +55 +1%
MA
1604
MBA Advisors
Pennsylvania
$225K -$3.21K -63 -1%
EWP
1605
Engrave Wealth Partners
Texas
$225K
AAP
1606
Arax Advisory Partners
Colorado
$225K +$357 +7 +0.2%
DLHL
1607
Donald L. Hagan LLC
Florida
$225K +$1.22K +24 +0.6%
BA
1608
Bluesphere Advisors
Pennsylvania
$225K +$219K +4,306 New
CB
1609
Cadence Bank
Mississippi
$223K
JSW
1610
Journey Strategic Wealth
New Jersey
$223K +$217K +4,263 New
SFM
1611
Signet Financial Management
New Jersey
$222K
SFS
1612
Summit Financial Strategies
Ohio
$221K
SWA
1613
Sutton Wealth Advisors
Florida
$221K +$6.62K +130 +3%
APA
1614
Astoria Portfolio Advisors
New York
$220K -$450K -8,833 -68%
BFA
1615
Bragg Financial Advisors
North Carolina
$220K -$22K -432 -9%
RWM
1616
RKL Wealth Management
Pennsylvania
$220K +$214K +4,206 New
JC
1617
Jacobs & Co
California
$219K +$214K +4,210 New
FPCG
1618
Fort Pitt Capital Group
Pennsylvania
$218K +$212K +4,168 New
FWSM
1619
First Wilshire Securities Management
California
$218K +$212K +4,170 New
SCM
1620
SOL Capital Management
Maryland
$217K -$15.3K -300 -7%
MFG
1621
Magnus Financial Group
New York
$217K +$211K +4,149 New
CCA
1622
Cottonwood Capital Advisors
Utah
$217K +$212K +4,156 New
ASC
1623
Atalanta Sosnoff Capital
New York
$216K -$8.66K -170 -4%
SDWMA
1624
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K -$5.09K -100 -2%
MW
1625
MBL Wealth
North Carolina
$216K +$210K +4,131 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.