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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
CA
1851
Calton & Associates
Florida
-$203K -4,863 Closed
PM
1852
Parametrica Management
Hong Kong
-$202K -4,861 Closed
FFA
1853
Fragasso Financial Advisors
Pennsylvania
-$200K -4,792 Closed
B
1854
Bellecapital
Switzerland
-$200K -4,790 Closed
GWMIA
1855
Global Wealth Management Investment Advisory
Florida
-$183K -4,393 Closed
SWM
1856
Scissortail Wealth Management
Oklahoma
-$201K -4,245 Closed
MIFH
1857
Migdal Insurance & Financial Holdings
Israel
-$167K -4,002 Closed
AW
1858
ACG Wealth
Georgia
-$143K -3,418 Closed
COCM
1859
Charter Oak Capital Management
New Hampshire
-$130K -3,124 Closed
AS
1860
Altshuler Shaham
Israel
-$119K -2,845 Closed
NICM
1861
Neo Ivy Capital Management
New York
-$85K -2,037 Closed
RIM
1862
Rockbridge Investment Management
New York
-$76.9K -1,840 Closed
CJL
1863
Cyrus J. Lawrence
New York
-$70K -1,667 Closed
GLLW
1864
Graves Light Lenhart Wealth
Virginia
-$57K -1,372 Closed
OPW
1865
Oxler Private Wealth
New York
-$41.8K -1,000 Closed
AIL
1866
AGF Investments LLC
Ontario, Canada
-$31K -749 Closed
BFG
1867
Baron Financial Group
New Jersey
-$29.2K -700 Closed
AP
1868
Arlington Partners
Alabama
-$27K -651 Closed
WOSD
1869
WFA of San Diego
California
-$26K -623 Closed
HFS
1870
Heritage Financial Services
Massachusetts
-$22K -528 Closed
LFA
1871
Level Financial Advisors
New York
-$21K -500 Closed
PWM
1872
Prentice Wealth Management
New York
-$16K -384 Closed
TWP
1873
TFO Wealth Partners
Ohio
-$11K -259 Closed
FBT
1874
First Bank & Trust
South Dakota
-$9K -212 Closed
MBFW
1875
Morton Brown Family Wealth
Pennsylvania
-$6K -151 Closed

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.