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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
NOI
1626
Newton One Investments
Delaware
$48K
SC
1627
Steph & Co
Wisconsin
$48K
MFA
1628
McClarren Financial Advisors
Pennsylvania
$48K +$52.4K +1,202 New
HF
1629
Halpern Financial
Virginia
$47.6K -$10.6K -242 -17%
WWP
1630
WR Wealth Planners
Missouri
$46.7K +$960 +22 +2%
RG
1631
Retirement Group
California
$46K -$290K -6,645 -85%
FCMT
1632
Founders Capital Management (Texas)
Texas
$46K +$5.89K +135 +13%
APW
1633
Axim Planning & Wealth
Ohio
$44K
SC
1634
Sawyer & Company
Massachusetts
$44K
GEA
1635
Glen Eagle Advisors
New Jersey
$43.5K
CM
1636
Cornerstone Management
Georgia
$42.4K
ZB
1637
Zions Bancorporation
Utah
$42K -$14.5K -333 -24%
Credit Agricole
1638
Credit Agricole
France
$40K -$1.29M -29,471 -97%
FA
1639
Financial Advantage
Maryland
$40K
PWC
1640
PYA Waltman Capital
Tennessee
$40K
VWM
1641
Valley Wealth Managers
New Jersey
$39K -$3.05K -70 -7%
WWM
1642
Wolff Wiese Magana
California
$39K +$218 +5 +0.5%
SWA
1643
SOA Wealth Advisors
New York
$39K +$393 +9 +0.9%
EARNEST Partners
1644
EARNEST Partners
Georgia
$38K
TVWM
1645
Tower View Wealth Management
Wisconsin
$37K +$829 +19 +2%
PFA
1646
Professional Financial Advisors
Nebraska
$34K +$10.9K +249 +42%
TAM
1647
Tucker Asset Management
Colorado
$33.3K +$21.8K +500 +227%
CC
1648
Corsicana & Co
Texas
$33K
TFP
1649
Tilia Fiduciary Partners
North Carolina
$33K
IFS
1650
Intelligent Financial Strategies
Minnesota
$32K

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.