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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.22B +$158M +3,101,529 +2%
BlackRock
2
BlackRock
New York
$6.26B +$107M +2,098,737 +2%
Capital World Investors
3
Capital World Investors
California
$5.86B -$40.3M -790,504 -0.7%
State Street
4
State Street
Massachusetts
$3.75B -$63.3M -1,243,289 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.7B +$28.8M +564,540 +1%
Charles Schwab
6
Charles Schwab
California
$1.9B +$111M +2,178,596 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.72B +$136M +2,663,373 +9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.11B -$48.1M -944,327 -4%
GQG Partners
9
GQG Partners
Florida
$956M +$465M +9,125,036 +99%
Capital Research Global Investors
10
Capital Research Global Investors
California
$951M -$43.5M -853,431 -4%
Northern Trust
11
Northern Trust
Illinois
$944M -$23.5M -462,293 -2%
Capital International Investors
12
Capital International Investors
California
$909M -$16.5M -324,066 -2%
Bank of America
13
Bank of America
North Carolina
$838M +$31M +609,351 +4%
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$677M -$199K -3,909 -0%
Invesco
15
Invesco
Georgia
$603M -$9.86M -193,554 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$596M +$17.2M +338,507 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$542M -$202M -3,956,984 -28%
Morgan Stanley
18
Morgan Stanley
New York
$461M -$141M -2,770,393 -24%
JP Morgan Chase
19
JP Morgan Chase
New York
$436M -$5.04M -98,880 -1%
Ameriprise
20
Ameriprise
Minnesota
$417M -$140M -2,750,185 -25%
Swiss National Bank
21
Swiss National Bank
Switzerland
$416M +$48.3M +947,300 +14%
Harris Associates
22
Harris Associates
Illinois
$397M +$74.3M +1,458,277 +24%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$353M -$41.4M -812,338 -11%
LCOV
24
London Company of Virginia
Virginia
$343M +$10.8M +211,281 +3%
PPA
25
Parametric Portfolio Associates
Washington
$335M +$10.6M +207,247 +3%

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.