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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
CSS
326
Cubist Systematic Strategies
Connecticut
$5.65M +$2.2M +47,884 +61%
CM
327
Capital Management
Virginia
$5.63M +$85.7K +1,865 +1%
HAI
328
Hennessy Advisors Inc
California
$5.6M +$584K +12,700 +11%
BPA
329
Beacon Pointe Advisors
California
$5.59M +$1.53M +33,296 +36%
IAA
330
Independent Advisor Alliance
North Carolina
$5.55M +$242K +5,258 +4%
WW
331
Windle Wealth
Oklahoma
$5.51M +$118K +2,559 +2%
AI
332
Atria Investments
North Carolina
$5.49M +$263K +5,727 +5%
IMA
333
Investment Management Associates
Colorado
$5.43M -$2.54M -55,338 -31%
JFGIW
334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.43M +$613K +13,337 +12%
RFC
335
Regions Financial Corp
Alabama
$5.39M -$118K -2,574 -2%
CC
336
Claybrook Capital
Massachusetts
$5.37M +$472K +10,265 +9%
Nomura Holdings
337
Nomura Holdings
Japan
$5.36M -$205K -4,457 -4%
BCV
338
Banque Cantonale Vaudoise
Switzerland
$5.33M -$71.9K -1,565 -1%
CSIC
339
Clifford Swan Investment Counsel
California
$5.29M -$24.4K -530 -0.4%
KWM
340
Kingsview Wealth Management
Oregon
$5.29M +$128K +2,787 +2%
BHWA
341
Beacon Harbor Wealth Advisors
Virginia
$5.27M -$431K -9,384 -7%
KBC Group
342
KBC Group
Belgium
$5.26M +$365K +7,930 +7%
HR
343
Howe & Rusling
New York
$5.25M +$62.1K +1,350 +1%
NB
344
Norinchukin Bank
Japan
$5.22M +$145K +3,163 +3%
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$5.2M -$252K -5,485 -5%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$5.18M +$13.8K +300 +0.3%
D.E. Shaw & Co
347
D.E. Shaw & Co
New York
$5.18M -$286K -6,224 -5%
WG
348
Winton Group
United Kingdom
$5.14M +$434K +9,450 +9%
CCM
349
Callodine Capital Management
Massachusetts
$5.13M -$2.07M -45,000 -28%
PSP
350
Principal Street Partners
Tennessee
$5.11M +$121K +2,633 +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.