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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
SC
1201
Stephens Consulting
Michigan
$354K +$698 +16 +0.2%
CWM
1202
Congress Wealth Management
Massachusetts
$354K +$166K +3,804 +77%
CAWM
1203
Capital Advisors Wealth Management
Washington
$352K +$12.8K +294 +3%
MSCM
1204
McElhenny Sheffield Capital Management
Texas
$351K
CWS
1205
Cypress Wealth Services
California
$351K +$2.4K +55 +0.7%
FTC
1206
Farmers Trust Company
Ohio
$351K +$4.36K +100 +1%
CFSG
1207
Clark Financial Services Group
Missouri
$351K +$379K +8,694 New
MSFS
1208
Main Street Financial Solutions
Pennsylvania
$350K -$1.7K -39 -0.4%
GD
1209
Grandfield & Dodd
New York
$350K +$262 +6 +0.1%
XWM
1210
Xcel Wealth Management
Florida
$350K +$13.1K +300 +4%
WA
1211
Wealthstar Advisors
Texas
$349K -$382K -8,748 -50%
PK
1212
Pflug Koory
Nebraska
$349K +$6.06K +139 +2%
IAG
1213
Investment Advisory Group
Massachusetts
$348K
AI
1214
Accredited Investors
Minnesota
$346K +$11.3K +259 +3%
APW
1215
Atlantic Private Wealth
North Carolina
$342K
ET
1216
Equitable Trust
Tennessee
$341K
AT
1217
Arden Trust
Delaware
$339K -$69.8K -1,600 -16%
FBA
1218
Front Barnett Associates
Illinois
$338K
CF
1219
Cantor Fitzgerald
New York
$337K -$754K -17,290 -67%
FLPIM
1220
F.L. Putnam Investment Management
Massachusetts
$337K -$64.3K -1,474 -15%
WPW
1221
Warther Private Wealth
Ohio
$336K -$17.1K -392 -4%
CIA
1222
Cohen Investment Advisors
New Hampshire
$336K +$7.02K +161 +2%
DIM
1223
Delta Investment Management
California
$335K -$4.71K -108 -1%
BFG
1224
Berger Financial Group
Minnesota
$334K -$10.6K -244 -3%
ICG
1225
InterOcean Capital Group
Tennessee
$334K -$10.6K -242 -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.