We are live on ! Find out more
MO icon

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
BAM
1526
Bellevue Asset Management
Washington
$155K +$480 +11 +0.3%
HBW
1527
Hazlett, Burt & Watson
West Virginia
$154K +$1.7K +39 +1%
JEST
1528
JTC Employer Solutions Trustee
Jersey
$150K
KFI
1529
Key Financial Inc
Pennsylvania
$150K
CIM
1530
Chiron Investment Management
New York
$150K +$162K +3,703 New
Loomis, Sayles & Company
1531
Loomis, Sayles & Company
Massachusetts
$149K -$1.13K -26 -0.7%
FCB
1532
First Command Bank
Texas
$146K -$523 -12 -0.3%
FCFS
1533
First Command Financial Services
Texas
$146K -$523 -12 -0.3%
DAC
1534
Dividend Assets Capital
South Carolina
$144K
PSB
1535
Piscataqua Savings Bank
New Hampshire
$144K
NVCHI
1536
New Vernon Capital Holdings II
New Jersey
$142K -$143K -3,271 -48%
APW
1537
Acima Private Wealth
Virginia
$139K
JWA
1538
JFS Wealth Advisors
Pennsylvania
$139K -$11.2K -257 -7%
PP
1539
PFS Partners
New Jersey
$139K +$12.1K +277 +9%
EWM
1540
Evermay Wealth Management
Virginia
$138K -$8.72K -200 -6%
EBA
1541
Eagle Bay Advisors
New York
$137K
AA
1542
Addison Advisors
Vermont
$136K -$5.45K -125 -4%
Bank of Montreal
1543
Bank of Montreal
Ontario, Canada
$136K +$3.71M +85,137 +3%
CB
1544
CNB Bank
Pennsylvania
$134K -$4.36K -100 -3%
CAL
1545
Capital Advisors Ltd
Ohio
$134K +$8.64K +198 +6%
AIM
1546
Achmea Investment Management
Netherlands
$131K
AIM
1547
Acropolis Investment Management
Missouri
$130K -$8.29K -190 -6%
RBC
1548
Roble Belko & Company
Pennsylvania
$130K
VCM
1549
Versant Capital Management
Arizona
$129K -$218 -5 -0.2%
CWC
1550
Carolinas Wealth Consulting
North Carolina
$126K +$1.48K +34 +0.1%

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.