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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
FAM
526
Fred Alger Management
New York
$2.02M +$172K +3,936 +9%
FC
527
FORA Capital
Florida
$2.01M +$80.6K +1,848 +4%
B
528
Brightworth
Georgia
$2M +$22.1K +507 +1%
VCA
529
Verdence Capital Advisors
Maryland
$1.98M +$207K +4,740 +11%
XSC
530
X-Square Capital
Puerto Rico
$1.98M +$9.38K +215 +0.4%
BO
531
BRR OpCo
Ohio
$1.95M +$2.11M +48,340 New
HPC
532
HM Payson & Co
Maine
$1.95M -$46K -1,055 -2%
FPCM
533
Financial Partners Capital Management
New York
$1.95M -$19.6K -450 -0.9%
WPC
534
Waters Parkerson & Co
Louisiana
$1.95M
MIAN
535
Mariner Independent Advisor Network
Kansas
$1.93M +$280K +6,424 +16%
AWM
536
Apollon Wealth Management
South Carolina
$1.92M +$26.3K +604 +1%
WIM
537
WealthPlan Investment Management
Nebraska
$1.92M +$1.81M +41,414 New
FFA
538
Founders Financial Alliance
North Carolina
$1.91M +$1.83M +41,996 +790%
HWM
539
HB Wealth Management
Georgia
$1.9M +$412K +9,453 +25%
TCOV
540
Trust Company of Vermont
Vermont
$1.89M +$10.9K +250 +0.5%
HFM
541
Hartford Financial Management
Connecticut
$1.89M
Koshinski Asset Management
542
Koshinski Asset Management
Illinois
$1.87M +$183K +4,186 +10%
SAM
543
Silvercrest Asset Management
New York
$1.85M
DA
544
Doliver Advisors
Texas
$1.85M -$128K -2,932 -6%
IGWM
545
ICA Group Wealth Management
Colorado
$1.84M +$111K +2,548 +6%
LS
546
Leelyn Smith
Illinois
$1.83M -$46.9K -1,074 -2%
TSWM
547
Tyler-Stone Wealth Management
Ohio
$1.83M -$34.9K -801 -2%
Fisher Asset Management
548
Fisher Asset Management
Washington
$1.82M -$70.5K -1,616 -3%
AIA
549
Affinity Investment Advisors
California
$1.82M -$2.01K -46 -0.1%
NSAM
550
North Star Asset Management
Wisconsin
$1.82M -$11K -252 -0.6%

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.