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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
JFA
1876
JNBA Financial Advisors
Minnesota
$12K -$20.8K -408 -64%
MCA
1877
Maryland Capital Advisors
Maryland
$12K
SC
1878
Schubert & Co
Texas
$12K +$9.32K +183 +373%
FBT
1879
First Bank & Trust
South Dakota
$11K
IA
1880
IFS Advisors
Kansas
$11K
MUMSS
1881
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K -$29K -570 -75%
SQA
1882
Simon Quick Advisors
New Jersey
$10K -$968 -19 -9%
FPFS
1883
First Personal Financial Services
North Carolina
$10K -$560 -11 -5%
IFA
1884
Interactive Financial Advisors
Illinois
$10K
AFS
1885
Annapolis Financial Services
Maryland
$9K
AWM
1886
Activest Wealth Management
Florida
$9K +$153 +3 +2%
AW
1887
Avion Wealth
Texas
$8K
EI
1888
Ellevest Inc
New York
$8K
EL
1889
EMFO LLC
Florida
$8K
NC
1890
NewSquare Capital
Pennsylvania
$8K
RWML
1891
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.84K
RA
1892
Rise Advisors
New York
$7K +$153 +3 +2%
GI
1893
GS Investments
Minnesota
$6K
AS
1894
Altshuler Shaham
Israel
$6K +$5.45K +107 New
CP
1895
Castleview Partners
Texas
$5K -$68.5M -1,344,365 -100%
M1FG
1896
Mach-1 Financial Group
Arkansas
$5K -$2.04K -40 -29%
GWA
1897
Gibson Wealth Advisors
Texas
$5K
MWC
1898
MBM Wealth Consultants
Missouri
$5K
MFT
1899
Moisand Fitzgerald Tamayo
Florida
$5K
SSC
1900
Syverson Strege & Co
Iowa
$5K

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.