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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
BONH
1576
Bank of New Hampshire
New Hampshire
$94K
GWS
1577
Glassman Wealth Services
Virginia
$93K +$5.28K +121 +6%
ANBT
1578
American National Bank & Trust
Texas
$93K +$46.5K +1,066 +87%
AIC
1579
Archer Investment Corporation
Indiana
$92.6K -$26.5K -608 -21%
MHR
1580
Matthew Hamilton Rosenberg
$89K +$4.71K +108 +5%
BCMLT
1581
Beacon Capital Management LLC (Tennessee)
Tennessee
$88K +$480 +11 +0.5%
LCM
1582
Logan Capital Management
Pennsylvania
$87K
RCG
1583
Rock Creek Group
District of Columbia
$87K +$8.2K +188 +10%
AWM
1584
Atticus Wealth Management
Florida
$85K
PH
1585
Pinnacle Holdings
Oklahoma
$84K +$90.8K +2,081 New
BWM
1586
BerganKDV Wealth Management
Minnesota
$84K -$26.7K -611 -23%
BBPWM
1587
Blue Bell Private Wealth Management
Pennsylvania
$84K +$87 +2 +0.1%
HCM
1588
Highlander Capital Management
New Jersey
$83K -$2.18K -50 -2%
KFS
1589
Kelly Financial Services
Massachusetts
$82K +$698 +16 +0.8%
NIC
1590
Northwest Investment Counselors
Oregon
$81K
ME
1591
McIlrath & Eck
Washington
$81K +$60.3K +1,383 +225%
PCFFS
1592
Pacific Center for Financial Services
California
$79K
MCC
1593
Money Concepts Capital
Florida
$79K +$3.18K +73 +4%
BCA
1594
Bray Capital Advisors
Florida
$78K +$53.8K +1,233 +177%
BC
1595
Barrett & Company
Rhode Island
$77.6K +$74K +1,697 New
AI
1596
AdvisorShares Investments
Maryland
$77K
AAP
1597
Arax Advisory Partners
Colorado
$76K -$107K -2,454 -57%
AFG
1598
Albion Financial Group
Utah
$75K +$4.8K +110 +6%
AWM
1599
Accel Wealth Management
Iowa
$68K
SAM
1600
S.A. Mason
Michigan
$67K

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.