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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
APP
426
Avantax Planning Partners
Iowa
$2.97M +$213K +4,873 +7%
CNBTD
427
Citizens National Bank Trust Department
Mississippi
$2.97M
UCFA
428
United Capital Financial Advisors
Texas
$2.95M -$790K -18,109 -20%
ACA
429
Aptus Capital Advisors
Alabama
$2.95M +$824K +18,891 +35%
MHC
430
Meyer Handelman Company
New York
$2.94M
CS
431
Cannell & Spears
New York
$2.93M +$939K +21,534 +42%
PHS
432
Pekin Hardy Strauss
Illinois
$2.93M +$71.2K +1,633 +2%
HCM
433
Hollencrest Capital Management
California
$2.92M +$33.7K +772 +1%
SC
434
Siena Capital
Ohio
$2.92M +$121K +2,768 +4%
DILIC
435
Dai-ichi Life Insurance Company
Japan
$2.91M -$41.1K -942 -1%
OA
436
Oxbow Advisors
Texas
$2.91M +$40.1K +920 +1%
GLA
437
Good Life Advisors
Pennsylvania
$2.91M +$1.57M +36,047 +100%
CBTWT
438
Community Bank & Trust (Waco, Texas)
Texas
$2.87M -$33K -757 -1%
CWG
439
Cornerstone Wealth Group
North Carolina
$2.87M +$46.2K +1,058 +2%
KC
440
Kinloch Capital
Virginia
$2.86M +$36.6K +838 +1%
JIC
441
Johnson Investment Counsel
Ohio
$2.84M +$516K +11,824 +20%
BIM
442
Bridges Investment Management
Nebraska
$2.84M -$641K -14,694 -17%
NWM
443
NEIRG Wealth Management
Massachusetts
$2.83M +$3.06M +70,182 New
AC
444
Allstate Corporation
Illinois
$2.83M -$669K -15,342 -18%
RJT
445
Raymond James Trust
Florida
$2.81M +$182K +4,167 +6%
CII
446
Capital International Inc
California
$2.8M +$2.34M +53,745 +347%
LNC
447
Lincoln National Corp
Pennsylvania
$2.78M +$447K +10,248 +17%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$2.78M +$491K +11,247 +20%
EMG
449
ETF Managers Group
New Jersey
$2.78M -$7.07M -162,102 -70%
ACM
450
Altrius Capital Management
North Carolina
$2.77M -$836K -19,171 -22%

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.