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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
BL
351
BCWM LLC
Kansas
$5.11M +$141K +3,074 +3%
SPIA
352
Steward Partners Investment Advisory
New York
$5.07M +$37.1K +806 +0.7%
KFP
353
Keystone Financial Planning
Ohio
$5.06M -$12.3K -268 -0.2%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$5.05M -$594K -12,926 -10%
SCA
355
Sage Capital Advisors
South Dakota
$5M +$449K +9,770 +10%
TI
356
Tidal Investments
Wisconsin
$4.99M +$618K +13,453 +14%
MGIM
357
M&G Investment Management
United Kingdom
$4.95M +$911K +19,823 +22%
SF
358
Symphony Financial
Texas
$4.93M +$339K +7,379 +7%
SL
359
Salomon & Ludwin
Virginia
$4.85M +$827 +18 +0%
Rafferty Asset Management
360
Rafferty Asset Management
New York
$4.82M +$359K +7,800 +8%
BRWA
361
B. Riley Wealth Advisors
Florida
$4.8M -$411K -8,937 -8%
WLPWM
362
Walled Lake Planning & Wealth Management
Illinois
$4.8M +$512K +11,130 +12%
VVP
363
Venture Visionary Partners
Ohio
$4.79M +$455K +9,906 +10%
GIM
364
Grassi Investment Management
California
$4.79M -$46K -1,000 -0.9%
HCM
365
Hutner Capital Management
Vermont
$4.74M -$22.3K -486 -0.5%
M
366
MOTCO
Texas
$4.73M +$76.3K +1,660 +2%
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$4.73M +$92.7K +2,016 +2%
BFG
368
Beacon Financial Group
Texas
$4.73M -$131K -2,846 -3%
AAM
369
AR Asset Management
California
$4.62M
BCFS
370
Butensky & Cohen Financial Security
Florida
$4.54M +$60.7K +1,320 +1%
UB
371
UMB Bank
Missouri
$4.49M -$167K -3,639 -3%
FF
372
Fluent Financial
Texas
$4.48M +$300K +6,516 +7%
KL
373
KWMG LLC
Kansas
$4.41M +$156K +3,398 +4%
LA
374
LVW Advisors
New York
$4.41M +$121K +2,627 +3%
SFS
375
Sowell Financial Services
Arkansas
$4.37M -$682K -14,827 -13%

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.