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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
SC
1751
Sierra Capital
Florida
$89K -$4.74K -93 -5%
LPWM
1752
Lake Point Wealth Management
Texas
$89K +$51 +1 +0.1%
AWM
1753
Accel Wealth Management
Iowa
$88K +$255 +5 +0.3%
CJL
1754
Cyrus J. Lawrence
New York
$87K +$84.9K +1,667 New
HC
1755
Hoese & Co
Minnesota
$84K
CWA
1756
Clearview Wealth Advisors
Oregon
$83K -$255 -5 -0.3%
GFPC
1757
Global Financial Private Client
Florida
$80.9K +$255 +5 +0.3%
BWM
1758
Baystate Wealth Management
Massachusetts
$79K +$1.38K +27 +2%
CPA
1759
Cowen Prime Advisors
New York
$78K
SAM
1760
S.A. Mason
Michigan
$78K
ICM
1761
Islay Capital Management
Texas
$77K -$53.7K -1,055 -42%
TCCM
1762
Timber Creek Capital Management
Massachusetts
$75K
LWA
1763
Lenox Wealth Advisors
New York
$74K -$14.9K -293 -18%
TC
1764
Tacita Capital
Ontario, Canada
$74K +$20.1K +395 +39%
GTAM
1765
Global Trust Asset Management
Florida
$71K
GLLW
1766
Graves Light Lenhart Wealth
Virginia
$71K +$255 +5 +0.4%
DHGWA
1767
Dixon Hughes Goodman Wealth Advisors
North Carolina
$71K +$11K +215 +19%
WWP
1768
WR Wealth Planners
Missouri
$70.1K +$68.4K +1,342 New
CH
1769
Canton Hathaway
Rhode Island
$70K
RTC
1770
Riverview Trust Company
Washington
$69K +$67.3K +1,322 New
CAM
1771
Costello Asset Management
Pennsylvania
$68K -$50.9K -1,000 -43%
NF
1772
Norwood Financial
Pennsylvania
$68K
QC
1773
Quent Capital
New York
$68K +$17.3K +339 +35%
SWA
1774
SOA Wealth Advisors
New York
$65K +$357 +7 +0.6%
S
1775
Surevest
California
$64K

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.