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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
BS
1301
Boenning & Scattergood
Pennsylvania
$291K +$81.2K +1,861 +35%
CA
1302
Centerpoint Advisors
Massachusetts
$291K +$284K +6,507 +928%
LGF
1303
LGT Group Foundation
Liechtenstein
$289K -$211K -4,832 -40%
PFA
1304
Peak Financial Advisors
Colorado
$288K -$83.8K -1,920 -21%
CTI
1305
Community Trust & Investment
Kentucky
$288K
TF
1306
Tompkins Financial
New York
$288K
CWP
1307
Concord Wealth Partners
Virginia
$286K +$34.5K +791 +13%
EGA
1308
E&G Advisors
Texas
$285K
RPWA
1309
Regent Peak Wealth Advisors
Georgia
$285K +$45.6K +1,046 +17%
SB
1310
Strategic Blueprint
Georgia
$285K +$52K +1,191 +20%
Jones Financial Companies
1311
Jones Financial Companies
Missouri
$285K +$59K +1,353 +24%
VFG
1312
V2 Financial group
Illinois
$285K +$13.1K +300 +4%
DWP
1313
Destiny Wealth Partners
Florida
$284K +$267K +6,123 +671%
DSN
1314
D. Scott Neal
Kentucky
$283K
KTA
1315
Keeley-Teton Advisors
Illinois
$283K +$39.3K +900 +15%
VCM
1316
Vivaldi Capital Management
Illinois
$282K -$6.19K -142 -2%
SOW
1317
State of Wyoming
Wyoming
$282K +$180K +4,124 +144%
TIA
1318
Tandem Investment Advisors
South Carolina
$281K -$6.76K -155 -2%
NMIMC
1319
Northwestern Mutual Investment Management Company
Wisconsin
$280K -$262 -6 -0.1%
JAG
1320
Journey Advisory Group
Kentucky
$280K +$69.8K +1,600 +30%
GCP
1321
GSA Capital Partners
United Kingdom
$279K -$423K -9,705 -58%
CA
1322
Claro Advisors
Massachusetts
$279K
TFGT
1323
TS Financial Group (TSFG)
Illinois
$279K +$7.11K +163 +2%
WA
1324
Wambolt & Associates
Colorado
$278K -$2.62K -60 -0.9%
OWA
1325
Opal Wealth Advisors
New York
$277K -$742 -17 -0.2%

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.