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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
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$4.66M -$484K -11,099 -9%
PFPT
327
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.66M -$258K -5,924 -5%
LSERS
328
Louisiana State Employees Retirement System
Louisiana
$4.65M +$21.8K +500 +0.4%
PSP
329
Principal Street Partners
Tennessee
$4.65M +$485K +11,122 +11%
HAI
330
Hennessy Advisors Inc
California
$4.64M +$52.3K +1,200 +1%
SPIA
331
Steward Partners Investment Advisory
New York
$4.64M +$894K +20,491 +22%
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$4.63M +$8.29K +190 +0.2%
KFP
333
Keystone Financial Planning
Ohio
$4.63M
IAA
334
Independent Advisor Alliance
North Carolina
$4.6M +$851K +19,513 +21%
AAS
335
Avantax Advisory Services
Texas
$4.58M +$228K +5,217 +5%
BRWA
336
B. Riley Wealth Advisors
Florida
$4.58M +$622K +14,257 +14%
SHA
337
Seneca House Advisors
Virginia
$4.53M +$329K +7,532 +7%
TS
338
Third Security
Virginia
$4.52M
BFG
339
Beacon Financial Group
Texas
$4.5M +$9.99K +229 +0.2%
BL
340
BCWM LLC
Kansas
$4.5M +$16.4K +375 +0.3%
SFS
341
Sowell Financial Services
Arkansas
$4.45M +$319K +7,307 +7%
LCM
342
LVM Capital Management
Michigan
$4.44M +$117K +2,690 +3%
CC
343
Claybrook Capital
Massachusetts
$4.4M +$128K +2,942 +3%
M
344
MOTCO
Texas
$4.39M +$335K +7,674 +8%
GIM
345
Grassi Investment Management
California
$4.38M
UB
346
UMB Bank
Missouri
$4.37M +$28.9K +663 +0.6%
MLICM
347
Metropolitan Life Insurance Company (MetLife)
New York
$4.33M -$80.2K -1,839 -2%
HP
348
Hosking Partners
United Kingdom
$4.31M -$124K -2,847 -3%
TC
349
TwinBeech Capital
New York
$4.27M -$24.8M -568,567 -84%
DA
350
Duality Advisers
Florida
$4.26M -$431K -9,888 -9%

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.