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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
YIA
1976
YHB Investment Advisors
Connecticut
-$201K -4,236 Closed
EBA
1977
Eagle Bay Advisors
New York
-$181K -3,799 Closed
Marshall Wace
1978
Marshall Wace
United Kingdom
-$164K -3,462 Closed
EWM
1979
Edge Wealth Management
New York
-$145K -3,062 Closed
WOSD
1980
WFA of San Diego
California
-$143K -3,012 Closed
MAM
1981
Mystic Asset Management
Rhode Island
-$129K -2,725 Closed
AWA
1982
Amplius Wealth Advisors
Pennsylvania
-$113K -2,400 Closed
FA
1983
Fortis Advisors
Pennsylvania
-$112K -2,365 Closed
SFS
1984
Security Financial Services
Indiana
-$84K -1,767 Closed
ACM
1985
Aquatic Capital Management
Illinois
-$76K -1,600 Closed
VIMU
1986
Veritas Investment Management (UK)
United Kingdom
-$71K -1,500 Closed
TCWM
1987
Total Clarity Wealth Management
Illinois
-$52K -1,100 Closed
RWA
1988
RGT Wealth Advisors
Texas
-$51K -1,075 Closed
FPWM
1989
FSB Premier Wealth Management
Iowa
-$48K -1,033 Closed
HFS
1990
Horizon Financial Services
North Carolina
-$47.4K -1,000 Closed
SF
1991
SBK Financial
Virginia
-$46K -975 Closed
PCMC
1992
Paragon Capital Management (Colorado)
Colorado
-$43K -908 Closed
Optiver Holding
1993
Optiver Holding
Netherlands
-$37K -805 Closed
AIM
1994
AHL Investment Management
Florida
-$36K -750 Closed
RK
1995
Rather & Kittrell
Tennessee
-$35K -744 Closed
SPA
1996
Shore Point Advisors
New Jersey
-$33K -697 Closed
TC
1997
TAP Consulting
Missouri
-$32K -682 Closed
RIA
1998
Richwood Investment Advisors
Ohio
-$31K -660 Closed
MTWM
1999
Masso Torrence Wealth Management
New Jersey
-$31K -650 Closed
RI
2000
Rinkey Investments
California
-$30K -623 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.