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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
SAM
1726
Strategic Asset Management
Minnesota
$129K
POIA
1727
Pin Oak Investment Advisors
Texas
$128K
CFFP
1728
Center for Financial Planning
Michigan
$126K
FMB
1729
Field & Main Bank
Kentucky
$125K
ODG
1730
O'Dell Group
Ohio
$122K +$1.94K +38 +2%
BONH
1731
Bank of New Hampshire
New Hampshire
$121K +$118K +2,320 New
CC
1732
Commons Capital
Massachusetts
$117K
CWC
1733
Carolinas Wealth Consulting
North Carolina
$116K +$1.73K +34 +2%
GWS
1734
Glassman Wealth Services
Virginia
$116K +$37.3K +732 +49%
PG
1735
Proffitt & Goodson
Tennessee
$113K +$88.5K +1,738 +414%
LCM
1736
Logan Capital Management
Pennsylvania
$112K -$8.25K -162 -7%
BCMLT
1737
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K +$107K +2,094 New
BBPWM
1738
Blue Bell Private Wealth Management
Pennsylvania
$109K -$2.75K -54 -3%
HCM
1739
Highlander Capital Management
New Jersey
$109K
RP
1740
Rowlandmiller & Partners
Georgia
$109K +$106K +2,082 New
CA
1741
Crewe Advisors
Utah
$108K +$81.6K +1,602 +341%
AWM
1742
Atticus Wealth Management
Florida
$107K +$662 +13 +0.6%
AI
1743
AdvisorShares Investments
Maryland
$106K
ECU
1744
Eisler Capital (UK)
United Kingdom
$105K -$1.45M -28,478 -93%
VCM
1745
Vigilant Capital Management
Maine
$105K -$152K -2,983 -60%
Skandinaviska Enskilda Banken (SEB)
1746
Skandinaviska Enskilda Banken (SEB)
Sweden
$105K
RCG
1747
Rock Creek Group
District of Columbia
$105K +$23.9K +470 +31%
KFS
1748
Kelly Financial Services
Massachusetts
$105K +$611 +12 +0.6%
CWM
1749
Curi Wealth Management
North Carolina
$99K +$25K +490 +35%
AFG
1750
Albion Financial Group
Utah
$97K -$246K -4,823 -72%

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.