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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
CCM
1801
Copeland Capital Management
Pennsylvania
$49K
EARNEST Partners
1802
EARNEST Partners
Georgia
$49K
WWM
1803
Wolff Wiese Magana
California
$49K +$204 +4 +0.4%
TIM
1804
Tortoise Investment Management
New York
$48K +$13.5K +266 +41%
TVWM
1805
Tower View Wealth Management
Wisconsin
$47K -$5.09K -100 -10%
DWP
1806
Destiny Wealth Partners
Florida
$47K +$815 +16 +2%
Macquarie Group
1807
Macquarie Group
Australia
$43.1K -$2.19M -42,994 -5%
WPA
1808
West Paces Advisors
Georgia
$42.5K -$12.7K -250 -23%
CI
1809
Carroll Investors
South Carolina
$42K
IFS
1810
Intelligent Financial Strategies
Minnesota
$42K
1832 Asset Management
1811
1832 Asset Management
Ontario, Canada
$41K +$40.2K +790 New
AIL
1812
AGF Investments LLC
Ontario, Canada
$40K +$1.07K +21 +3%
FWA
1813
FSC Wealth Advisors
New York
$39K -$2.14K -42 -5%
CMA
1814
Cedar Mountain Advisors
Oregon
$39K +$306 +6 +0.8%
OLVIG
1815
Oliver Lagore Vanvalin Investment Group
Michigan
$39K +$38.2K +750 New
TFP
1816
Tilia Fiduciary Partners
North Carolina
$38K +$255 +5 +0.7%
MS
1817
Mizuho Securities
Japan
$38K +$30.7K +602 +489%
AWM
1818
AllSquare Wealth Management
New York
$37K +$2.85K +56 +9%
BFG
1819
Baron Financial Group
New Jersey
$36.6K
BCA
1820
Bray Capital Advisors
Florida
$36K
OIS
1821
Okabena Investment Services
Minnesota
$36K
CA
1822
Centerpoint Advisors
Massachusetts
$36K +$306 +6 +0.9%
MCM
1823
MV Capital Management
Maryland
$34K -$16.3K -320 -33%
UCB
1824
United Community Bank
South Carolina
$33K
HDIM
1825
Hanson & Doremus Investment Management
Vermont
$33K +$8.66K +170 +37%

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.