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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
AW
1601
Avion Wealth
Texas
$67K +$8.72K +200 +14%
CWA
1602
Clearview Wealth Advisors
Oregon
$66K +$1.09K +25 +2%
HC
1603
Hoese & Co
Minnesota
$65K
MCM
1604
McMillion Capital Management
North Carolina
$65K
GFPC
1605
Global Financial Private Client
Florida
$63.9K +$218 +5 +0.3%
BIA
1606
Bell Investment Advisors
California
$63K +$55.2K +1,266 +414%
CPA
1607
Cowen Prime Advisors
New York
$61K
ICM
1608
Islay Capital Management
Texas
$60K
LSA
1609
Lansing Street Advisors
Pennsylvania
$59K +$44 +1 +0.1%
TCCM
1610
Timber Creek Capital Management
Massachusetts
$58K
AIP
1611
Almanack Investment Partners
Pennsylvania
$58K +$62.6K +1,436 New
TC
1612
Tacita Capital
Ontario, Canada
$55K -$2.62K -60 -4%
GTAM
1613
Global Trust Asset Management
Florida
$55K
KA
1614
Kozak & Associates
Colorado
$55K +$1.13K +26 +2%
CH
1615
Canton Hathaway
Rhode Island
$54K
QC
1616
Quent Capital
New York
$53K -$8.55K -196 -13%
NF
1617
Norwood Financial
Pennsylvania
$53K
CAM
1618
Costello Asset Management
Pennsylvania
$52K
BWM
1619
Baystate Wealth Management
Massachusetts
$50K -$13.8K -316 -20%
ASBI
1620
American State Bank (Iowa)
Iowa
$49.3K
S
1621
Surevest
California
$49K
WBC
1622
West Branch Capital
Massachusetts
$49K
BL
1623
Bleichroeder LP
New York
$48K
FPB
1624
First PREMIER Bank
South Dakota
$48K
IRAG
1625
Investment Research & Advisory Group
Georgia
$48K

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.