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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
RWM
276
Ritholtz Wealth Management
New York
$7.76M +$5.59M +121,599 +232%
KeyBank National Association
277
KeyBank National Association
Ohio
$7.66M -$60.1K -1,307 -0.8%
Wealthfront Advisers
278
Wealthfront Advisers
California
$7.63M -$376K -8,176 -5%
SMDAM
279
Sumitomo Mitsui DS Asset Management
Japan
$7.46M +$316K +6,869 +4%
GFG
280
Greystone Financial Group
Michigan
$7.39M +$7.61M +165,526 New
Holocene Advisors
281
Holocene Advisors
New York
$7.36M +$4.71M +102,423 +164%
Janus Henderson Group
282
Janus Henderson Group
United Kingdom
$7.31M +$55.9K +1,217 +0.7%
NA
283
NewEdge Advisors
Louisiana
$7.26M +$186K +4,048 +3%
KPWS
284
Kestra Private Wealth Services
Texas
$7.26M +$1.01M +21,952 +16%
BF
285
BOK Financial
Oklahoma
$7.21M -$1.77M -38,431 -19%
ONB
286
Old National Bancorp
Indiana
$7.18M +$370K +8,050 +5%
Walleye Trading
287
Walleye Trading
New York
$7.15M -$2.76M -59,936 -27%
BCIM
288
British Columbia Investment Management
British Columbia, Canada
$7.15M +$20.6K +447 +0.3%
AAM
289
Auxier Asset Management
Oregon
$7.13M -$11.7K -255 -0.2%
SFG
290
Sather Financial Group
Texas
$6.94M
VWA
291
Visionary Wealth Advisors
Illinois
$6.94M +$534K +11,623 +8%
PAG
292
Private Advisor Group
New Jersey
$6.87M -$205K -4,466 -3%
VNA
293
Valley National Advisers
Pennsylvania
$6.87M -$110K -2,386 -2%
BFS
294
Bard Financial Services
Connecticut
$6.83M +$221K +4,800 +3%
HIMCH
295
Hartford Investment Management Co (HIMCO)
Connecticut
$6.82M +$975K +21,198 +16%
IF
296
Insight Folios
North Carolina
$6.74M +$268K +5,820 +4%
SAM
297
Securian Asset Management
Minnesota
$6.68M +$8.92K +194 +0.1%
IA
298
IFP Advisors
Florida
$6.67M -$2.48M -53,920 -37%
FFIC
299
First Fiduciary Investment Counsel
Ohio
$6.63M -$169K -3,673 -2%
SPC
300
Sigma Planning Corp
Michigan
$6.62M -$118K -2,562 -2%

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.