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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
RPCONE
1626
Retirement Planning Company of New England
Rhode Island
$214K -$23K -452 -10%
MIM
1627
Meridiem Investment Management
United Kingdom
$214K +$76.4K +1,500 +58%
SCA
1628
Stonebridge Capital Advisors
Minnesota
$213K +$5.4K +106 +3%
CTA
1629
Chesley Taft & Associates
Illinois
$213K +$198K +3,879 New
BBL
1630
Beck Bode LLC
Massachusetts
$213K +$207K +4,071 New
NAM
1631
NTV Asset Management
West Virginia
$213K +$208K +4,074 New
SDWIA
1632
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$213K +$208K +4,077 New
AAP
1633
Aristotle Atlantic Partners
Florida
$213K +$208K +4,080 New
SMA
1634
Sage Mountain Advisors
Georgia
$212K -$128K -2,516 -38%
VC
1635
Vicus Capital
Pennsylvania
$212K -$124K -2,425 -37%
CWM
1636
CarsonAllaria Wealth Management
Illinois
$212K +$2.7K +53 +1%
BFA
1637
Beaumont Financial Advisors
Massachusetts
$211K -$9.88K -194 -5%
PIA
1638
Perennial Investment Advisors
California
$210K -$14.7K -289 -7%
BEI
1639
Benjamin Edwards Inc
Missouri
$210K +$44.1K +866 +27%
MAP
1640
Milestone Advisory Partners
North Carolina
$210K +$205K +4,025 New
RBFC
1641
Roman Butler Fullerton & Co
Missouri
$210K +$205K +4,026 New
CAM
1642
Cidel Asset Management
Ontario, Canada
$209K +$204K +4,000 New
CCFM
1643
Clear Creek Financial Management
Washington
$209K +$204K +4,008 New
EA
1644
Evolution Advisers
Virginia
$208K +$102 +2 +0.1%
WCM
1645
Wedge Capital Management
North Carolina
$208K +$202K +3,974 New
JLBC
1646
J.L. Bainbridge & Co
Florida
$208K +$203K +3,982 New
SIA
1647
Soltis Investment Advisors
Utah
$208K +$203K +3,984 New
PFWA
1648
Paces Ferry Wealth Advisors
Georgia
$208K +$203K +3,986 New
CAL
1649
Capital Advisors Ltd
Ohio
$207K +$917 +18 +0.5%
BBNB
1650
Baker Boyer National Bank
Washington
$207K +$202K +3,956 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.