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Altria Group

1,868 hedge funds and large institutions have $46.8B invested in Altria Group in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 811 increasing their positions, 656 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $738M | Put options by funds: $580M

24% more repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 656

18% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 95

0.11% less ownership

Funds ownership: 58.87%58.76% (-0.11%)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.01B)

1% less funds holding

Funds holding: 1,8951,868 (-27)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
1,868
Holders Change
-27
Holders Change %
-1.42%
% of All Funds
29.77%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
112
Increased
811
Reduced
656
Closed
95
Calls
$738M
Puts
$580M
Net Calls
+$158M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
226
Cullen/Frost Bankers
Texas
$10.9M -$52.1K -1,134 -0.5%
GC
227
Guggenheim Capital
Illinois
$10.9M -$136K -2,955 -1%
RMC
228
Resources Management Corp
Connecticut
$10.7M +$1.8M +39,067 +769%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$10.5M -$87.5K -1,903 -0.8%
SBCM
230
Schwerin Boyle Capital Management
Massachusetts
$10.4M
DC
231
Davenport & Co
Virginia
$10.4M -$470K -10,225 -4%
IPW
232
Inlet Private Wealth
Florida
$10.3M +$221K +4,810 +2%
MIS
233
Morningstar Investment Services
Illinois
$10.3M +$422K +9,181 +4%
GHA
234
GW Henssler & Associates
Georgia
$10.3M +$272K +5,924 +3%
PFPT
235
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.3M +$5.17M +112,495 +95%
Brown Advisory
236
Brown Advisory
Maryland
$10.2M -$248K -5,396 -2%
CRC
237
Curi RMB Capital
Illinois
$10.1M +$1.61M +35,049 +18%
ASN
238
Advisory Services Network
Georgia
$10.1M +$617K +13,411 +6%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$10M -$5.46M -118,745 -35%
OC
240
Oppenheimer & Co
New York
$10M +$180K +3,908 +2%
SDIC
241
South Dakota Investment Council
South Dakota
$9.93M +$2.4M +52,300 +31%
SCA
242
Snowden Capital Advisors
New York
$9.82M +$3.81M +82,880 +60%
AAA
243
Adams Asset Advisors
Texas
$9.82M
AIM
244
Artemis Investment Management
United Kingdom
$9.77M +$1.24M +27,042 +14%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$9.75M +$168K +3,657 +2%
RC
246
RBO & Co
California
$9.71M -$142K -3,096 -1%
CWM
247
Cedar Wealth Management
California
$9.64M -$346K -7,524 -3%
SAI
248
Systematic Alpha Investments
New Jersey
$9.49M
BFA
249
Benedict Financial Advisors
Georgia
$9.46M +$119K +2,581 +1%
BCI
250
Brinker Capital Investments
Pennsylvania
$9.45M +$666K +14,480 +7%

MO Hedge Fund Activity: Q1 2023 in Review

1,868 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2023, worth a combined $46.8B — down 4.1% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new MO positions and 95 closed out — a net gain of 17 holders — while 811 added to existing stakes and 656 trimmed.

The largest buyer was Capital World Investors, adding an estimated $852M. The largest seller was GQG Partners, cutting an estimated $555M.

  • 1,868 institutional investors held Altria Group (MO) as of Q1 2023, down from 1,895 in Q4 2022.
  • Funds reported $46.8B of Altria Group stock for Q1 2023, down 4.1% quarter-over-quarter.
  • 112 funds opened new Altria Group positions in Q1 2023 and 95 closed out, a net change of +17 holders.
  • The largest Altria Group buyer in Q1 2023 was Capital World Investors, an estimated $852M added.
  • The largest Altria Group seller in Q1 2023 was GQG Partners, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2023.