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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
CIC
576
Carnegie Investment Counsel
Ohio
$1.65M +$1.12M +25,783 +172%
BG
577
Bollard Group
Massachusetts
$1.63M +$22.2K +508 +1%
HKAM
578
Horizon Kinetics Asset Management
New York
$1.63M +$9.55K +219 +0.5%
ACM
579
AUA Capital Management
Pennsylvania
$1.62M +$1.01M +23,183 +138%
MIC
580
Maxi Investments CY
Cyprus
$1.61M +$1.74M +40,000 New
HWM
581
Hohimer Wealth Management
Washington
$1.61M
WEG
582
World Equity Group
Illinois
$1.61M +$54.4K +1,246 +3%
IAMOG
583
Investors Asset Management of Georgia
Georgia
$1.61M -$13.4K -308 -0.8%
WG
584
Welch Group
Alabama
$1.6M +$77.4K +1,775 +5%
LIM
585
Loudon Investment Management
New Hampshire
$1.6M -$540K -12,380 -24%
DLCIG
586
D.L. Carlson Investment Group
New Hampshire
$1.59M -$595K -13,644 -26%
YWP
587
YorkBridge Wealth Partners
New York
$1.59M -$4.71K -108 -0.3%
MHS
588
M Holdings Securities
Oregon
$1.59M +$561K +12,859 +48%
BP
589
BBR Partners
New York
$1.58M -$81.3K -1,863 -5%
PTC
590
Private Trust Company
Ohio
$1.57M -$14.3K -327 -0.8%
MCM
591
Mill Capital Management
North Carolina
$1.56M -$80.6K -1,848 -5%
MIC
592
Means Investment Company
Maine
$1.56M +$8.38K +192 +0.5%
HCMG
593
Howard Capital Management Group
California
$1.56M
GWM
594
Geneos Wealth Management
Colorado
$1.55M -$2.03M -46,465 -55%
NFC
595
Northeast Financial Consultants
Connecticut
$1.54M +$19.4K +444 +1%
DEM
596
Disciplined Equity Management
Florida
$1.54M +$72.8K +1,670 +5%
IWM
597
IHT Wealth Management
Illinois
$1.54M +$181K +4,157 +12%
ASGS
598
Alpha Square Group S
New York
$1.53M +$305K +7,000 +23%
MC
599
Moors & Cabot
Massachusetts
$1.53M +$76.6K +1,757 +5%
WTB
600
Washington Trust Bank
Washington
$1.53M +$1.22M +28,035 +285%

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.