We are live on ! Find out more
MO icon

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
CI
1901
Cordant Inc
Oregon
$5K +$4.99K +98 New
DFCM
1902
Dark Forest Capital Management
Puerto Rico
$4K -$3.41K -67 -45%
BAM
1903
Baldrige Asset Management
Pennsylvania
$4K
HWM
1904
HighMark Wealth Management
Minnesota
$4K
DI
1905
Disciplined Investments
Oklahoma
$4K +$3.92K +77 New
LSA
1906
Lansing Street Advisors
Pennsylvania
$4K +$4.23K +83 New
CIAS
1907
CFS Investment Advisory Services
New Jersey
$4K +$9.93M +194,997 New
TAM
1908
Tucker Asset Management
Colorado
$3.66K -$6.37K -125 -64%
RFWA
1909
RPg Family Wealth Advisory
Massachusetts
$3.19K +$3.06K +60 New
HFS
1910
HBC Financial Services
Washington
$3K
LWP
1911
Laurel Wealth Planning
Minnesota
$3K
LTI
1912
Laffer Tengler Investments
Tennessee
$1.69K +$51 +1 +3%
AWMS
1913
Advocacy Wealth Management Services
Georgia
$1K
PPWM
1914
PFG Private Wealth Management
Florida
$1K
CCM
1915
Cribstone Capital Management
Maine
$1K +$968 +19 New
NDSI
1916
Newman Dignan & Sheerar Inc
Rhode Island
$399
ONST
1917
Old North State Trust
North Carolina
$308 -$300K -5,883 -100%
IFP
1918
Independent Franchise Partners
United Kingdom
-$85.4M -1,802,164 Closed
AF
1919
Ally Financial
Michigan
-$10.5M -221,000 Closed
Flossbach Von Storch
1920
Flossbach Von Storch
Germany
-$7.75M -163,520 Closed
F
1921
F3Logic
Minnesota
-$4.45M -93,914 Closed
SM
1922
Sciencast Management
New Jersey
-$4.45M -91,076 Closed
WorldQuant Millennium Advisors
1923
WorldQuant Millennium Advisors
New York
-$3.83M -80,812 Closed
AII
1924
AGF Investments Inc
Ontario, Canada
-$3.71M -78,216 Closed
Balyasny Asset Management
1925
Balyasny Asset Management
Illinois
-$3.1M -65,309 Closed

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.