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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
WTFG
1326
Wells Trecaso Financial Group
Ohio
$277K +$7.11K +163 +2%
BAM
1327
Byrne Asset Management
New Jersey
$277K +$17.8K +407 +6%
ARMT
1328
Amica Retiree Medical Trust
Rhode Island
$276K +$41.4K +949 +16%
GIA
1329
Guyasuta Investment Advisors
Pennsylvania
$275K
CCFM
1330
Clear Creek Financial Management
Washington
$274K +$2.18K +50 +0.7%
AF
1331
Arrow Financial
New York
$274K +$30.5K +700 +12%
DCM
1332
Donaldson Capital Management
Indiana
$274K +$296K +6,791 New
IAIM
1333
Industrial Alliance Investment Management
Quebec, Canada
$273K -$60.9K -1,396 -17%
PFS
1334
Physicians Financial Services
North Carolina
$272K -$12.5K -286 -4%
HA
1335
Herold Advisors
New York
$272K
KF
1336
Krilogy Financial
Missouri
$271K -$50.5K -1,157 -15%
EIP
1337
Ellis Investment Partners
Pennsylvania
$271K -$32.1K -737 -10%
PFSC
1338
Peoples Financial Services Corp
Pennsylvania
$270K -$8.72K -200 -3%
JI
1339
Jeereddi Investments
California
$270K +$291K +6,675 New
GHAM
1340
Gilman Hill Asset Management
Connecticut
$269K -$126K -2,880 -30%
CHC
1341
City Holding Co
West Virginia
$269K -$3.66K -84 -1%
LPIC
1342
LeJeune Puetz Investment Counsel
Michigan
$268K
NG
1343
Northstar Group
New York
$268K
IFWM
1344
Institute for Wealth Management
Colorado
$268K +$218 +5 +0.1%
DCM
1345
Driehaus Capital Management
Illinois
$268K +$290K +6,649 New
TSS
1346
Two Sigma Securities
New York
$267K -$140K -3,201 -33%
CL
1347
COWA LLC
Oklahoma
$267K -$21.8K -500 -7%
KFGK
1348
Keystone Financial Group (Kentucky)
Kentucky
$267K -$7.68K -176 -3%
IA
1349
IAM Advisory
Pennsylvania
$267K +$436 +10 +0.2%
Kovitz Investment Group Partners
1350
Kovitz Investment Group Partners
Illinois
$267K +$21.9K +503 +8%

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.