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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
OPS
251
Orion Portfolio Solutions
Nebraska
$9.45M +$8.72M +189,743 +863%
CM
252
Churchill Management
California
$9.42M +$9.71M +211,124 New
CNB
253
Czech National Bank
Czech Republic
$9.38M +$25.2K +548 +0.3%
ECM
254
Element Capital Management
New York
$9.2M +$9.48M +206,111 New
VV
255
Verity & Verity
South Carolina
$9.19M +$655K +14,243 +7%
NAM
256
Nissay Asset Management
Japan
$9.06M -$368K -7,994 -4%
AWAG
257
ARS Wealth Advisors Group
Florida
$9.04M +$543K +11,802 +6%
GH
258
GAM Holding
Switzerland
$8.98M +$90.2K +1,963 +1%
AWM
259
AE Wealth Management
Kansas
$8.81M -$7.19M -156,432 -44%
Public Sector Pension Investment Board (PSP Investments)
260
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.78M -$1.22M -26,600 -12%
RIA
261
Regal Investment Advisors
Michigan
$8.77M +$1.31M +28,392 +17%
X
262
Xponance
Pennsylvania
$8.76M +$253K +5,508 +3%
1IA
263
1834 Investment Advisors
Wisconsin
$8.68M +$587K +12,773 +7%
GAM
264
Gotham Asset Management
New York
$8.6M +$935K +20,336 +12%
DIA
265
Dean Investment Associates
Ohio
$8.57M +$3.95M +85,889 +81%
AMBIA
266
Allen Mooney & Barnes Investment Advisors
Georgia
$8.46M +$27.4K +596 +0.3%
TIM
267
Thornburg Investment Management
New Mexico
$8.38M
HNB
268
Huntington National Bank
Ohio
$8.37M +$411K +8,944 +5%
Wellington Management Group
269
Wellington Management Group
Massachusetts
$8.34M -$22.3M -485,648 -72%
YCM
270
Yousif Capital Management
Michigan
$8.21M -$686K -14,926 -8%
MHI
271
Miller Howard Investments
New York
$8.03M +$3.68M +80,000 +80%
Newport Trust Company
272
Newport Trust Company
District of Columbia
$7.94M -$479K -10,414 -6%
BB
273
Busey Bank
Illinois
$7.9M +$152K +3,306 +2%
VIA
274
Vident Investment Advisory
Georgia
$7.85M +$686K +14,928 +9%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$7.79M -$32K -695 -0.4%

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.