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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
MCM
1176
Manchester Capital Management
Vermont
$369K
FAIM
1177
Financial Advocates Investment Management
Washington
$368K -$375K -8,608 -49%
CCG
1178
Ceeto Capital Group
Florida
$368K -$87.2K -2,000 -18%
BWP
1179
Baldwin Wealth Partners
Massachusetts
$368K
SWM
1180
Stockman Wealth Management
Montana
$368K +$398K +9,125 New
EFL
1181
ERn Financial LLC
Wisconsin
$367K -$7.94K -182 -2%
MHB
1182
Midwest Heritage Bank
Iowa
$367K
PCM
1183
Perritt Capital Management
Illinois
$364K -$44.6K -1,023 -10%
OSNBOA
1184
Old Second National Bank of Aurora
Illinois
$364K
BP
1185
Ballentine Partners
Massachusetts
$364K +$166K +3,796 +73%
NSEDCP
1186
NJ State Employees Deferred Compensation Plan
New Jersey
$363K
WDG
1187
Wealth Dimensions Group
Ohio
$363K +$1.83K +42 +0.5%
SA
1188
Syntax Advisors
New York
$363K +$50.3K +1,154 +15%
VCG
1189
Vantage Consulting Group
Virginia
$363K +$50.3K +1,154 +15%
EDRIA
1190
Edmonds Duncan Registered Investment Advisors
Kansas
$362K
TCWM
1191
Total Clarity Wealth Management
Illinois
$361K +$321K +7,357 +464%
TW
1192
Towerpoint Wealth
California
$360K
WE
1193
Wealth Effects
Massachusetts
$360K +$32.7K +750 +9%
AWA
1194
Arkadios Wealth Advisors
Georgia
$359K -$9.03K -207 -2%
JHCP
1195
Jackson Hole Capital Partners
Oklahoma
$359K +$388K +8,902 New
PFM
1196
Parsec Financial Management
North Carolina
$358K +$1.96K +45 +0.5%
IA
1197
IFG Advisors
Missouri
$357K +$2.05K +47 +0.5%
ACP
1198
Aveo Capital Partners
Colorado
$357K +$37K +849 +11%
MC
1199
Machina Capital
France
$356K -$3.75K -86 -1%
MA
1200
MCF Advisors
Kentucky
$356K +$10.8K +247 +3%

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.