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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
ACK
1676
Andrew C. Karlinski
$20K -$2.4K -55 -10%
RDFA
1677
Ritter Daniher Financial Advisory
Ohio
$20K
UIA
1678
Ulland Investment Advisors
Minnesota
$20K
IHWM
1679
Iron Horse Wealth Management
Iowa
$20K +$4.36K +100 +25%
AIM
1680
Axiom Investment Management
New York
$20K +$21.8K +500 New
ADL
1681
Asset Dedication LLC
California
$19K
CTB
1682
Country Trust Bank
Illinois
$19K
AFS
1683
Annapolis Financial Services
Maryland
$19K +$12.8K +294 +176%
BLC
1684
Brown, Lisle/Cummings
Rhode Island
$17.2K
PG
1685
Proffitt & Goodson
Tennessee
$17K -$75.8K -1,738 -81%
SMG
1686
Spectrum Management Group
Indiana
$17K
CAC
1687
Core Alternative Capital
Georgia
$17K +$1.61K +37 +9%
IWP
1688
IAG Wealth Partners
Wisconsin
$16K -$4.01K -92 -18%
OAJ
1689
Ogorek Anthony Joseph
New York
$16K
FPFS
1690
First Personal Financial Services
North Carolina
$16K +$8.72K +200 +105%
KLWA
1691
Kelly Lawrence W & Associates
California
$16K +$17.4K +400 New
SIM
1692
Studio Investment Management
Illinois
$15.6K +$16.8K +386 New
WAS
1693
Winch Advisory Services
Wisconsin
$15K +$349 +8 +2%
CWAF
1694
Core Wealth Advisors (Florida)
Florida
$15K +$16.2K +372 New
BHWM
1695
Beaird Harris Wealth Management
Texas
$14K +$8.72K +200 +129%
MGIM
1696
M&G Investment Management
United Kingdom
$13.1K -$218K -4,999 -2%
GIA
1697
Goodwin Investment Advisory
Georgia
$13K +$14.4K +330 New
PP
1698
Paloma Partners
Connecticut
$12K -$4.75M -108,800 -100%
MSFP
1699
Mark Sheptoff Financial Planning
Connecticut
$12K -$3.97K -91 -23%
BCM
1700
Bourgeon Capital Management
Connecticut
$12K

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.