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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
MAM
1851
McCarthy Asset Management
California
$21K
TCWA
1852
Ten Capital Wealth Advisors
Washington
$21K
IHWM
1853
Iron Horse Wealth Management
Iowa
$21K +$5.09K +100 +33%
ACA
1854
Atlas Capital Advisors
Wyoming
$20.7K +$10.2K +201 +103%
MGIM
1855
M&G Investment Management
United Kingdom
$20.4K +$3.13M +61,477 +19%
MSFP
1856
Mark Sheptoff Financial Planning
Connecticut
$20K
OAJ
1857
Ogorek Anthony Joseph
New York
$20K
BHWM
1858
Beaird Harris Wealth Management
Texas
$19K -$9.88K -194 -35%
NL
1859
NVWM LLC
Pennsylvania
$19K -$1.83K -36 -9%
BCM
1860
Blume Capital Management
California
$19K +$18.2K +357 New
LWP
1861
Lumature Wealth Partners
Georgia
$18K
KFP
1862
KB Financial Partners
New Jersey
$16K
PCTC
1863
Perkins Coie Trust Company
Washington
$16K
PAI
1864
Pittenger & Anderson Inc
Nebraska
$16K
PO
1865
Private Ocean
California
$16K
ST
1866
Sageworth Trust
Pennsylvania
$16K
PP
1867
PrairieView Partners
Minnesota
$16K +$10.4K +205 +216%
BA
1868
Bivin & Associates
Oklahoma
$15K
GIA
1869
Goodwin Investment Advisory
Georgia
$15K +$14.4K +283 New
BCM
1870
Bourgeon Capital Management
Connecticut
$15K +$14.9K +292 New
FFA
1871
Fairfield Financial Advisors
Massachusetts
$14.4K +$14K +275 New
FRA
1872
Front Row Advisors
California
$13K +$764 +15 +7%
UAML
1873
US Asset Management LLC
Pennsylvania
$13K +$12.7K +250 New
NIM
1874
NuWave Investment Management
New Jersey
$12K -$530K -10,410 -98%
CWA
1875
Carolina Wealth Advisors
South Carolina
$12K -$56K -1,100 -83%

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.