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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
WCA
1651
Westover Capital Advisors
Delaware
$207K +$202K +3,965 New
AGA
1652
Accuvest Global Advisors
Utah
$207K +$202K +3,966 New
TBA
1653
Tower Bridge Advisors
Pennsylvania
$206K +$201K +3,950 New
PCG
1654
Private Capital Group
Connecticut
$206K -$6.32K -124 -3%
SN
1655
Sittner & Nelson
Oregon
$206K +$1.83K +36 +0.9%
ACM
1656
Argyle Capital Management
Pennsylvania
$206K +$201K +3,946 New
ZIC
1657
ZWJ Investment Counsel
Georgia
$206K +$201K +3,951 New
WAG
1658
Winthrop Advisory Group
Massachusetts
$205K +$197K +3,866 New
SOW
1659
State of Wyoming
Wyoming
$204K -$141K -2,764 -41%
WAL
1660
W Advisors LLC
Tennessee
$204K +$199K +3,900 New
SWM
1661
Sugarloaf Wealth Management
Georgia
$203K +$1.89K +37 +1%
WIA
1662
World Investment Advisors
California
$203K +$195K +3,829 New
BWP
1663
BSW Wealth Partners
Colorado
$203K +$198K +3,883 New
SWG
1664
Summit Wealth Group
Vermont
$203K +$198K +3,888 New
ADMI
1665
Albert D. Mason Inc
Massachusetts
$203K +$198K +3,890 New
ANTB
1666
AMG National Trust Bank
Colorado
$203K +$198K +3,893 New
AO
1667
Advisor OS
Illinois
$202K -$17.6K -345 -8%
KFI
1668
Key Financial Inc
Pennsylvania
$202K +$10.8K +212 +6%
JGIA
1669
Jackson Grant Investment Advisers
Connecticut
$200K +$255 +5 +0.1%
SIG
1670
Sky Investment Group
Connecticut
$200K +$195K +3,835 New
PAS
1671
Professional Advisory Services
Florida
$200K +$195K +3,837 New
HBW
1672
Hazlett, Burt & Watson
West Virginia
$199K +$194K +3,803 New
GAM
1673
Gemmer Asset Management
California
$197K +$153 +3 +0.1%
FCFS
1674
First Command Financial Services
Texas
$196K -$28.3K -555 -13%
BAM
1675
Bellevue Asset Management
Washington
$196K +$458 +9 +0.2%

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.