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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
GIP
1276
Greatmark Investment Partners
Georgia
$304K
SSW
1277
Smith Shellnut Wilson
Mississippi
$303K -$87.2K -2,000 -21%
HWA
1278
HHM Wealth Advisors
Tennessee
$301K -$13.1K -300 -4%
FFBTD
1279
First Financial Bank - Trust Division
Ohio
$301K +$19.6K +449 +6%
IWA
1280
Icon Wealth Advisors
Texas
$301K +$326K +7,463 New
RCM
1281
Requisite Capital Management
Texas
$300K -$153K -3,500 -33%
PL
1282
Plancorp LLC
Missouri
$300K +$2.92K +67 +0.9%
SHFA
1283
SC&H Financial Advisors
Maryland
$299K -$65.3K -1,496 -17%
AFS
1284
Access Financial Services
Minnesota
$297K +$1.75K +40 +0.5%
APP
1285
Alpha Paradigm Partners
Illinois
$297K +$183K +4,205 +133%
KC
1286
Kenfarb & Co
Kentucky
$295K
MHIC
1287
Marble Harbor Investment Counsel
Massachusetts
$295K
SAMC
1288
Spectrum Asset Management (California)
California
$294K -$13.1K -300 -4%
SWA
1289
SFMG Wealth Advisors
Texas
$294K +$87 +2 +0%
VHAM
1290
Van Hulzen Asset Management
California
$293K -$1.15M -26,472 -79%
WB
1291
West Bancorporation
Iowa
$293K -$165K -3,787 -34%
TAIM
1292
TD Ameritrade Investment Management
Nebraska
$293K -$58.5K -1,340 -16%
EA
1293
Eudaimonia Advisors
Tennessee
$293K -$3.75K -86 -1%
RIM
1294
Regent Investment Management
Kentucky
$293K
CFCI
1295
Comprehensive Financial Consultants Institutional
Indiana
$293K +$9.6K +220 +3%
PP
1296
PDS Planning
Ohio
$291K -$28.2K -646 -8%
SAM
1297
SP Asset Management
California
$291K -$11.3K -259 -3%
NB
1298
Northwest Bancshares
Pennsylvania
$291K
EWM
1299
EPG Wealth Management
Georgia
$291K +$523 +12 +0.2%
EW
1300
Evoke Wealth
California
$291K +$4.89K +112 +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.