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
JWM
1701
Janiczek Wealth Management
Colorado
$164K +$16.8K +330 +12%
NIC
1702
Northwest Investment Counselors
Oregon
$163K
PP
1703
PFS Partners
New Jersey
$163K -$27.8K -546 -15%
LWANC
1704
Laurel Wealth Advisors (North Carolina)
North Carolina
$162K
ATC
1705
Adirondack Trust Company
New York
$160K
LAS
1706
Lloyd Advisory Services
Georgia
$159K +$7.79K +153 +5%
APC
1707
Aspire Private Capital
North Carolina
$157K +$866 +17 +0.6%
AIC
1708
Archer Investment Corporation
Indiana
$157K +$1.07K +21 +0.7%
NICM
1709
Neo Ivy Capital Management
New York
$156K +$152K +2,984 New
CBT
1710
Central Bank & Trust
Kentucky
$155K -$8.91K -175 -6%
ACM
1711
Antonetti Capital Management
Florida
$154K
FNBOSM
1712
First National Bank of South Miami
Florida
$152K -$2.34K -46 -2%
MW
1713
Milestone Wealth
New York
$143K
NSB
1714
Norway Savings Bank
Maine
$141K -$3.82K -75 -3%
GWSG
1715
GPS Wealth Strategies Group
Colorado
$141K +$5.55K +109 +4%
HWMA
1716
Heritage Wealth Management (Arizona)
Arizona
$141K +$137K +2,690 New
BWM
1717
BerganKDV Wealth Management
Minnesota
$139K -$115K -2,264 -46%
AA
1718
AlphaMark Advisors
Kentucky
$137K -$204 -4 -0.2%
HI
1719
Hudock Inc
Pennsylvania
$136K +$866 +17 +0.7%
WFA
1720
Wellspring Financial Advisors
Ohio
$135K +$132K +2,583 New
EWM
1721
Evermay Wealth Management
Virginia
$133K -$87.9K -1,725 -40%
PCFFS
1722
Pacific Center for Financial Services
California
$133K
FFWM
1723
Future Financial Wealth Management
Ohio
$132K
RDIA
1724
RE Dickinson Investment Advisors
Iowa
$132K
EWA
1725
EverSource Wealth Advisors
Alabama
$130K +$52.9K +1,039 +71%

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.