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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
ELC
501
Edgar Lomax Company
Virginia
$2.25M
RWM
502
Ritholtz Wealth Management
New York
$2.23M +$1.32M +30,195 +120%
S
503
Seeyond
France
$2.23M +$392K +8,996 +19%
PA
504
Pinnacle Associates
New York
$2.23M -$33.4K -765 -1%
LBC
505
Lowe Brockenbrough & Co
Virginia
$2.23M -$4.36K -100 -0.2%
WPA
506
Winning Points Advisors
Florida
$2.23M +$131 +3 +0%
VIA
507
Vident Investment Advisory
Georgia
$2.21M +$434K +9,938 +18%
SWM
508
SeaCrest Wealth Management
New York
$2.21M -$37K -849 -2%
WWM
509
Western Wealth Management
Colorado
$2.19M +$323K +7,398 +16%
ATC
510
Argent Trust Co
Tennessee
$2.18M +$93.3K +2,139 +4%
LSA
511
Leonteq Securities AG
Switzerland
$2.17M -$483K -11,063 -17%
RIG
512
Roosevelt Investment Group
New York
$2.16M +$56.6K +1,297 +2%
PL
513
Parthenon LLC
Kentucky
$2.15M
WIS
514
Wright Investors Service
Connecticut
$2.13M +$1.16M +26,685 +102%
SIC
515
Salem Investment Counselors
North Carolina
$2.13M +$12.3K +283 +0.5%
CIAS
516
Capital Investment Advisory Services
North Carolina
$2.12M +$1.56M +35,708 +212%
RC
517
Roundview Capital
New Jersey
$2.11M -$49.8K -1,141 -2%
IAG
518
Investmark Advisory Group
Connecticut
$2.11M +$103K +2,361 +5%
SAM
519
Synergy Asset Management
Washington
$2.1M +$111K +2,553 +5%
CA
520
Clearstead Advisors
Ohio
$2.1M +$5.32K +122 +0.2%
CK
521
Cohen Klingenstein
New York
$2.08M
Rafferty Asset Management
522
Rafferty Asset Management
New York
$2.04M +$2.21M +50,572 New
DZ Bank
523
DZ Bank
Germany
$2.03M -$22.7K -520 -1%
PMG
524
ProVise Management Group
Florida
$2.03M -$265K -6,083 -11%
BCM
525
Buckhead Capital Management
Georgia
$2.02M +$2.18M +50,089 New

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.