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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
ASBI
1776
American State Bank (Iowa)
Iowa
$63.7K
BL
1777
Bleichroeder LP
New York
$63K
IRAG
1778
Investment Research & Advisory Group
Georgia
$63K
SC
1779
Steph & Co
Wisconsin
$63K
WBC
1780
West Branch Capital
Massachusetts
$63K
FPB
1781
First PREMIER Bank
South Dakota
$62K
KA
1782
Kozak & Associates
Colorado
$62K
MFA
1783
McClarren Financial Advisors
Pennsylvania
$62K
NOI
1784
Newton One Investments
Delaware
$62K
LFG
1785
Larson Financial Group
Missouri
$62K +$6.16K +121 +11%
T
1786
TCWP
Ohio
$62K +$61.1K +1,200 New
ANBT
1787
American National Bank & Trust
Texas
$61K +$17.6K +346 +42%
DC
1788
DeDora Capital
California
$61K +$59.6K +1,171 New
RDFA
1789
Ritter Daniher Financial Advisory
Ohio
$58K +$56.4K +1,108 New
SC
1790
Sawyer & Company
Massachusetts
$57K -$28K -550 -33%
GEA
1791
Glen Eagle Advisors
New Jersey
$56.3K -$30.6K -600 -36%
MHR
1792
Matthew Hamilton Rosenberg
$56K +$4.99K +98 +10%
CM
1793
Cornerstone Management
Georgia
$54.9K
TCM
1794
Tradewinds Capital Management
Washington
$54K
WAS
1795
Winch Advisory Services
Wisconsin
$54K +$408 +8 +0.8%
FIA
1796
FNY Investment Advisers
New York
$52K
PWC
1797
PYA Waltman Capital
Tennessee
$52K
FA
1798
Financial Advantage
Maryland
$52K +$50.9K +1,000 New
SPWM
1799
Spartan Planning & Wealth Management
North Carolina
$52K +$51.1K +1,003 New
CC
1800
Corsicana & Co
Texas
$50K

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.