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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
CMA
1701
Cedar Mountain Advisors
Oregon
$12K
KFP
1702
KB Financial Partners
New Jersey
$12K
NL
1703
NVWM LLC
Pennsylvania
$12K
PCTC
1704
Perkins Coie Trust Company
Washington
$12K
PAI
1705
Pittenger & Anderson Inc
Nebraska
$12K
PP
1706
PrairieView Partners
Minnesota
$12K
PO
1707
Private Ocean
California
$12K
ST
1708
Sageworth Trust
Pennsylvania
$12K
TCM
1709
Tradewinds Capital Management
Washington
$12K
FFA
1710
Fairfield Financial Advisors
Massachusetts
$11.5K +$218 +5 +2%
SC
1711
Sierra Capital
Florida
$11K -$61.2K -1,402 -84%
NMG
1712
New Millennium Group
Utah
$11K +$218 +5 +2%
AWM
1713
Activest Wealth Management
Florida
$11K +$4.54K +104 +63%
HWMA
1714
Heritage Wealth Management (Arizona)
Arizona
$10K -$12.8K -293 -53%
SC
1715
Schubert & Co
Texas
$10K -$1.48K -34 -12%
CWM
1716
Castle Wealth Management
Florida
$10K
ACA
1717
Atlas Capital Advisors
Wyoming
$9.85K -$41.3K -946 -79%
FRA
1718
Front Row Advisors
California
$9K -$1.48K -34 -14%
CWA
1719
Carolina Wealth Advisors
South Carolina
$9K
IA
1720
IFS Advisors
Kansas
$9K
JFA
1721
JNBA Financial Advisors
Minnesota
$9K
MCA
1722
Maryland Capital Advisors
Maryland
$9K
MDCM
1723
Morgan Dempsey Capital Management
Wisconsin
$9K +$654 +15 +7%
MWM
1724
Mascoma Wealth Management
New Hampshire
$8K
MUMSS
1725
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K

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.