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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
KFP
1401
KMG Fiduciary Partners
Ohio
$239K +$393 +9 +0.2%
BA
1402
Bristlecone Advisors
Washington
$239K +$5.41K +124 +2%
AF
1403
AtlasMark Financial
Texas
$239K
TF
1404
Trek Financial
Arizona
$238K -$93.8K -2,150 -27%
AI
1405
AXS Investments
New York
$238K -$40.4K -927 -14%
SAF
1406
Smith Anglin Financial
Texas
$238K -$7.24K -166 -3%
FUBT
1407
First United Bank & Trust
Maryland
$238K
WPC
1408
Wedmont Private Capital
Pennsylvania
$238K +$39.9K +914 +18%
ONST
1409
Old North State Trust
North Carolina
$238K +$257K +5,883 +98,050%
BWP
1410
Balboa Wealth Partners
Arizona
$238K +$257K +5,884 New
American Century Companies
1411
American Century Companies
Missouri
$238K +$258K +5,903 New
SWM
1412
Sculati Wealth Management
Michigan
$237K +$24K +550 +10%
OHWP
1413
Oak Harbor Wealth Partners
North Carolina
$236K -$5.28K -121 -2%
PFA
1414
Pure Financial Advisors
California
$236K +$13.1K +300 +5%
KCM
1415
Kornitzer Capital Management
Kansas
$236K +$255K +5,841 New
HI
1416
Horizon Investments
North Carolina
$235K -$431K -9,879 -63%
MMHP
1417
Murphy Middleton Hinkle & Parker
Georgia
$235K -$15.2K -348 -6%
CTA
1418
Colonial Trust Advisors
South Carolina
$235K +$5.93K +136 +2%
BBNA
1419
Bremer Bank National Association
Minnesota
$234K -$17.7K -405 -7%
FCFC
1420
First Citizens Financial Corp
Iowa
$234K -$13.1K -300 -5%
AWM
1421
Aberdeen Wealth Management
Illinois
$234K
CT
1422
Clearstead Trust
Maine
$234K
WDA
1423
Wendell David Associates
New Hampshire
$234K
WAM
1424
Weatherly Asset Management
California
$233K
KWM
1425
Kolinsky Wealth Management
New Jersey
$232K -$1.09K -25 -0.4%

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.