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Altria Group

1,762 hedge funds and large institutions have $42.4B invested in Altria Group in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 771 increasing their positions, 595 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $810M | Put options by funds: $590M

30% more repeat investments, than reductions

Existing positions increased: 771 | Existing positions reduced: 595

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

0.47% less ownership

Funds ownership: 59.05%58.58% (-0.47%)

5% less capital invested

Capital invested by funds: $44.6B → $42.4B (-$2.16B)

3% less funds holding

Funds holding: 1,8091,762 (-47)

14% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 117

Holders
1,762
Holders Change
-47
Holders Change %
-2.6%
% of All Funds
30.35%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.43%
New
101
Increased
771
Reduced
595
Closed
117
Calls
$810M
Puts
$590M
Net Calls
+$220M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$5.63M -$281K -6,441 -4%
HT
302
HighTower Trust
Texas
$5.59M -$439K -10,060 -7%
CDH
303
Charles D. Hyman
$5.57M -$405K -9,295 -6%
LI
304
LMCG Investments
Massachusetts
$5.57M -$39.3K -901 -0.6%
VWA
305
Visionary Wealth Advisors
Illinois
$5.46M +$664K +15,221 +13%
SCA
306
Snowden Capital Advisors
New York
$5.42M +$392K +8,995 +7%
KPWS
307
Kestra Private Wealth Services
Texas
$5.37M +$521K +11,941 +10%
RFC
308
Regions Financial Corp
Alabama
$5.26M -$28.6K -656 -0.5%
Korea Investment Corp
309
Korea Investment Corp
South Korea
$5.25M +$5.67M +130,013 New
PAM
310
Panagora Asset Management
Massachusetts
$5.24M -$116K -2,668 -2%
CSIC
311
Clifford Swan Investment Counsel
California
$5.23M +$44 +1 +0%
KIC
312
Keating Investment Counselors
Florida
$5.22M +$171K +3,915 +3%
JFGIW
313
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.15M -$193K -4,431 -4%
CGH
314
Crossmark Global Holdings
Texas
$5.13M +$219K +5,023 +4%
TRCT
315
Tower Research Capital (TRC)
New York
$5.1M -$200K -4,589 -4%
EDRH
316
Edmond de Rothschild Holding
Switzerland
$5.07M
Wellington Management Group
317
Wellington Management Group
Massachusetts
$5.03M +$262 +6 +0%
IF
318
Insight Folios
North Carolina
$4.99M +$313K +7,171 +6%
PGFC
319
Peapack-Gladstone Financial Corp
New Jersey
$4.96M +$1.88M +43,210 +54%
BCV
320
Banque Cantonale Vaudoise
Switzerland
$4.94M -$1.21M -27,657 -18%
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$4.86M +$169K +3,885 +3%
PAS
322
Park Avenue Securities
New York
$4.79M +$46.1K +1,057 +0.9%
HR
323
Howe & Rusling
New York
$4.7M -$66.5K -1,525 -1%
ECM
324
ExodusPoint Capital Management
New York
$4.68M -$8.36M -191,751 -62%
AI
325
Atria Investments
North Carolina
$4.67M -$1.3M -29,847 -21%

MO Hedge Fund Activity: Q3 2022 in Review

1,762 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2022, worth a combined $42.4B — down 4.9% from $44.6B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of MO and 101 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 771 added.

The largest buyer was Pacer Advisors, adding an estimated $145M. The largest seller was BlackRock, cutting an estimated $363M.

  • 1,762 institutional investors held Altria Group (MO) as of Q3 2022, down from 1,809 in Q2 2022.
  • Funds reported $42.4B of Altria Group stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 101 funds opened new Altria Group positions in Q3 2022 and 117 closed out, a net change of -16 holders.
  • The largest Altria Group buyer in Q3 2022 was Pacer Advisors, an estimated $145M added.
  • The largest Altria Group seller in Q3 2022 was BlackRock, an estimated $363M sold.

Based on aggregated 13F filings for Q3 2022.