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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
TA
1251
TrueWealth Advisors
Alabama
$320K +$63.2K +1,449 +22%
WCM
1252
Whitener Capital Management
North Carolina
$320K +$65.4K +1,500 +23%
CPC
1253
Congress Park Capital
New York
$320K +$73.1K +1,675 +27%
VT
1254
Vise Technologies
New York
$320K +$136K +3,111 +65%
GC
1255
Grimes & Company
Massachusetts
$318K +$523 +12 +0.2%
HBT
1256
Hills Bank & Trust
Iowa
$317K +$108K +2,467 +46%
HIC
1257
Harvey Investment Company
Kentucky
$316K
MAG
1258
Mayfair Advisory Group
Alabama
$315K +$13.7K +315 +4%
FFG
1259
Frisch Financial Group
New York
$314K +$24.9K +570 +8%
GL
1260
Graypoint LLC
New York
$314K +$107K +2,456 +46%
RCM
1261
Raleigh Capital Management
North Carolina
$313K +$26.9K +616 +9%
CG
1262
CFO4Life Group
Texas
$311K -$9.07K -208 -3%
OAM
1263
Oak Asset Management
California
$311K +$336K +7,709 New
FM
1264
Family Management
New York
$310K -$13.3K -304 -4%
SIA
1265
Schechter Investment Advisors
Michigan
$310K +$91.3K +2,093 +37%
DS
1266
DRW Securities
Illinois
$310K +$334K +7,666 New
CC
1267
Cipher Capital
New York
$310K +$335K +7,674 New
BBI
1268
Baxter Bros Inc
Connecticut
$308K
FBFS
1269
First Business Financial Services
Wisconsin
$308K
CIP
1270
Capital Insight Partners
Arizona
$307K -$237K -5,435 -42%
BHWM
1271
Bar Harbor Wealth Management
New Hampshire
$306K -$7.2K -165 -2%
HCM
1272
Howland Capital Management
Massachusetts
$306K +$109K +2,499 +51%
PMFA
1273
Plante Moran Financial Advisors
Michigan
$305K -$2.18K -50 -0.7%
SFWA
1274
Summit Financial Wealth Advisors
Louisiana
$305K
SFG
1275
Sovereign Financial Group
Connecticut
$305K +$6.89K +158 +2%

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.