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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
BEI
1501
Benjamin Edwards Inc
Missouri
$194K +$11.7K +268 +6%
MFC
1502
Mechanics Financial Corp
Ohio
$188K -$2.18K -50 -1%
HNWAG
1503
High Net Worth Advisory Group
Florida
$188K +$43.6K +1,000 +27%
GC
1504
Garde Capital
Washington
$185K
AWM
1505
Avior Wealth Management
Nebraska
$182K +$4.06K +93 +2%
SWA
1506
Sutton Wealth Advisors
Florida
$182K +$12.9K +295 +7%
CWM
1507
Cranbrook Wealth Management
Michigan
$180K +$523 +12 +0.3%
VC
1508
Vestor Capital
Illinois
$179K
FMTCOCP
1509
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$176K -$218K -5,000 -53%
EWA
1510
EverSource Wealth Advisors
Alabama
$171K +$76.8K +1,760 +71%
CT
1511
Colonial Trust
South Carolina
$170K +$184K +4,212 New
DIP
1512
DT Investment Partners
Pennsylvania
$169K -$183K -4,190 -50%
CWM
1513
CarsonAllaria Wealth Management
Illinois
$167K +$2.14K +49 +1%
MIM
1514
Meridiem Investment Management
United Kingdom
$166K
SWM
1515
Selective Wealth Management
Virginia
$163K
HGERS
1516
Householder Group Estate & Retirement Specialist
Arizona
$162K +$176K +4,033 New
EA
1517
Evolution Advisers
Virginia
$161K +$131 +3 +0.1%
ATC
1518
Adirondack Trust Company
New York
$159K +$3.97K +91 +2%
GCM
1519
Gladius Capital Management
Illinois
$159K +$171K +3,924 New
O
1520
Ossiam
France
$158K -$279K -6,398 -62%
SWM
1521
Sugarloaf Wealth Management
Georgia
$158K +$1.92K +44 +1%
MRCM
1522
M&R Capital Management
New Jersey
$157K -$40.7K -932 -19%
SCA
1523
Stonebridge Capital Advisors
Minnesota
$157K +$2.66K +61 +2%
JWM
1524
Janiczek Wealth Management
Colorado
$156K
JGIA
1525
Jackson Grant Investment Advisers
Connecticut
$155K -$1.61K -37 -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.