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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
ME
1826
McIlrath & Eck
Washington
$32K
WIM
1827
Westside Investment Management
California
$31.7K
PA
1828
PSI Advisors
Florida
$31K -$2.85K -56 -9%
PFA
1829
Professional Financial Advisors
Nebraska
$31K
PCA
1830
Providence Capital Advisors
North Carolina
$31K +$153 +3 +0.5%
DWMG
1831
DB Wealth Management Group
California
$31K +$22.2K +435 +286%
RCA
1832
Reitz Capital Advisors
Michigan
$31K +$30.6K +600 New
ACK
1833
Andrew C. Karlinski
$29K +$2.5K +49 +10%
UIA
1834
Ulland Investment Advisors
Minnesota
$29K +$3.31K +65 +13%
PP
1835
Pacifica Partners
Canada
$28K +$4.38K +86 +19%
GG
1836
Gleason Group
Kentucky
$27K +$509 +10 +2%
BSWA
1837
Bromfield Sneider Wealth Advisors
Massachusetts
$27K +$26.4K +519 New
HF
1838
Halpern Financial
Virginia
$26.1K
AW
1839
Alaethes Wealth
Nevada
$26K -$1.78K -35 -7%
IWP
1840
IAG Wealth Partners
Wisconsin
$26K +$357 +7 +1%
CTB
1841
Country Trust Bank
Illinois
$25K -$1.53K -30 -6%
ADL
1842
Asset Dedication LLC
California
$25K
Loomis, Sayles & Company
1843
Loomis, Sayles & Company
Massachusetts
$25K +$24.8K +486 New
FFA
1844
Freedman Financial Associates
Massachusetts
$24K
Kayne Anderson Rudnick Investment Management
1845
Kayne Anderson Rudnick Investment Management
California
$23K -$3.56M -69,798 -99%
BLC
1846
Brown, Lisle/Cummings
Rhode Island
$22.2K
SMG
1847
Spectrum Management Group
Indiana
$22K +$21.2K +416 New
CAC
1848
Core Alternative Capital
Georgia
$21K -$5.55K -109 -21%
FCMT
1849
Founders Capital Management (Texas)
Texas
$21K
MWM
1850
Mascoma Wealth Management
New Hampshire
$21K

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.