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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
LNC
401
Lincoln National Corp
Pennsylvania
$3.74M +$25.9K +563 +0.7%
MCM
402
MAI Capital Management
Ohio
$3.73M +$257K +5,594 +7%
CCG
403
Cypress Capital Group
Florida
$3.71M -$277K -6,026 -7%
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$3.7M -$124K -2,700 -3%
VAS
405
Vestmark Advisory Solutions
Massachusetts
$3.69M +$80.6K +1,753 +2%
NWM
406
NEIRG Wealth Management
Massachusetts
$3.65M +$237K +5,158 +7%
CWP
407
CFM Wealth Partners
Texas
$3.62M +$9.93K +216 +0.3%
MBTD
408
Mechanics Bank - Trust Department
California
$3.61M -$33.1K -720 -0.9%
SFO
409
Stokes Family Office
Louisiana
$3.61M -$1.25M -27,232 -25%
SP
410
Symmetry Partners
Connecticut
$3.61M +$800K +17,392 +27%
HP
411
Hosking Partners
United Kingdom
$3.6M -$48.6K -1,057 -1%
MLICM
412
Metropolitan Life Insurance Company (MetLife)
New York
$3.56M -$993K -21,606 -21%
WFMPM
413
Woodley Farra Manion Portfolio Management
Indiana
$3.52M -$40K -870 -1%
TNBTD
414
Trustmark National Bank Trust Department
Mississippi
$3.5M +$2.47M +53,659 +216%
SI
415
Stephens Inc
Arkansas
$3.5M +$32.3K +702 +0.9%
FAM
416
Formidable Asset Management
Ohio
$3.49M +$195K +4,247 +6%
SBIA
417
Sheaff Brock Investment Advisors
Indiana
$3.47M +$20.7K +451 +0.6%
FNT
418
First National Trust
Pennsylvania
$3.46M +$567K +12,333 +19%
BAM
419
Belpointe Asset Management
Nevada
$3.46M +$1.84M +40,018 +107%
ATC
420
Argent Trust Co
Tennessee
$3.43M +$835K +18,158 +31%
AWM
421
Apollon Wealth Management
South Carolina
$3.39M +$581K +12,646 +20%
CP
422
Coho Partners
Pennsylvania
$3.39M -$795K -17,300 -19%
SS
423
Simplicity Solutions
Minnesota
$3.38M +$2.18M +47,371 +166%
OA
424
Oxbow Advisors
Texas
$3.38M +$423K +9,198 +14%
ACM
425
AUA Capital Management
Pennsylvania
$3.38M

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.