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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
WA
1376
WealthTrust Axiom
Pennsylvania
$252K
FIM
1377
Freedom Investment Management
Connecticut
$250K +$270K +6,197 New
NB
1378
Nicolet Bankshares
Wisconsin
$250K -$872 -20 -0.3%
WP
1379
WealthShield Partners
North Carolina
$249K -$4.67K -107 -2%
CB
1380
Community Bank
New York
$249K +$21.7K +497 +9%
VDI
1381
Vaughan David Investments
Illinois
$248K
CFFP
1382
Center for Financial Planning
Michigan
$248K +$163K +3,733 +155%
SCM
1383
Silvant Capital Management
Georgia
$247K
CG
1384
Clarus Group
Texas
$247K +$523 +12 +0.2%
SWP
1385
Summit Wealth Partners
Florida
$246K +$611 +14 +0.2%
BMO
1386
Beck Mack & Oliver
New York
$246K
DC
1387
Defender Capital
North Carolina
$246K
TWP
1388
Tempus Wealth Planning
California
$246K
BIA
1389
Barry Investment Advisors
Massachusetts
$246K +$1.83K +42 +0.7%
YWS
1390
Yarger Wealth Strategies
Ohio
$246K +$5.63K +129 +2%
NFG
1391
Northeast Financial Group
Pennsylvania
$245K -$3.45K -79 -1%
ACA
1392
Affinity Capital Advisors
California
$244K +$29.2K +669 +12%
JWM
1393
Jeppson Wealth Management
California
$244K +$34.9K +799 +15%
WIP
1394
WealthCare Investment Partners
Rhode Island
$243K +$5.5K +126 +2%
CPSAC
1395
Chas P. Smith & Associates (CPS)
Florida
$243K +$262K +6,006 New
HTHT
1396
Hemenway Trust Hemenway Trust
New Hampshire
$242K
PS
1397
Planned Solutions
California
$242K +$9.25K +212 +4%
COI
1398
Connable Office Inc
Michigan
$241K
AFG
1399
Alterity Financial Group
Maine
$240K -$216K -4,962 -46%
CCM
1400
Carlson Capital Management
Minnesota
$240K -$3.88K -89 -1%

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.