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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
FCB
1676
First Command Bank
Texas
$196K +$18.6K +366 +11%
JEST
1677
JTC Employer Solutions Trustee
Jersey
$194K
HNWAG
1678
High Net Worth Advisory Group
Florida
$191K +$64.7K +1,270 +53%
PSB
1679
Piscataqua Savings Bank
New Hampshire
$190K
JWA
1680
JFS Wealth Advisors
Pennsylvania
$190K +$30.8K +604 +20%
Parallax Volatility Advisers
1681
Parallax Volatility Advisers
California
$188K +$184K +3,607 New
DAC
1682
Dividend Assets Capital
South Carolina
$186K -$48.4K -950 -21%
RBC
1683
Roble Belko & Company
Pennsylvania
$185K -$24.5K -481 -12%
AA
1684
Addison Advisors
Vermont
$183K -$23.3K -458 -12%
BI
1685
Beecher Investors
Connecticut
$181K
APW
1686
Acima Private Wealth
Virginia
$180K
MIFH
1687
Migdal Insurance & Financial Holdings
Israel
$179K +$2.29K +45 +1%
CB
1688
CNB Bank
Pennsylvania
$179K +$3.82K +75 +2%
CCMW
1689
Cypress Capital Management (Wyoming)
Wyoming
$178K
ZB
1690
Zions Bancorporation
Utah
$175K +$2.09K +41 +1%
APP
1691
Alpha Paradigm Partners
Illinois
$175K +$170K +3,344 New
SLWA
1692
San Luis Wealth Advisors
California
$171K +$184K +3,605 New
AIM
1693
Achmea Investment Management
Netherlands
$170K
WOC
1694
West Oak Capital
California
$169K -$6.37K -125 -4%
AIM
1695
Acropolis Investment Management
Missouri
$169K
GIA
1696
GHP Investment Advisors
Colorado
$169K +$164K +3,228 New
COCM
1697
Charter Oak Capital Management
New Hampshire
$168K -$3.87K -76 -2%
VCM
1698
Versant Capital Management
Arizona
$168K +$968 +19 +0.6%
BWL
1699
Bogart Wealth LLC
Virginia
$167K -$19.4K -381 -11%
SBL
1700
Sargent Bickham Lagudis
Colorado
$164K -$2.09K -41 -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.