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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
TWC
451
TD Waterhouse Canada
Ontario, Canada
$3.08M +$231K +5,019 +8%
PHS
452
Pekin Hardy Strauss
Illinois
$3.07M -$3.13K -68 -0.1%
Group One Trading
453
Group One Trading
Illinois
$3.07M +$2.87M +62,394 +974%
RJT
454
Raymond James Trust
Florida
$3.06M -$16.4K -357 -0.5%
AL
455
Arnhold LLC
New York
$3.02M
TA
456
Tectonic Advisors
Texas
$3.02M +$665K +14,471 +27%
FIM
457
Fernwood Investment Management
Massachusetts
$2.99M -$5.1K -111 -0.2%
LFAS
458
Level Four Advisory Services
Texas
$2.98M +$165K +3,597 +6%
WI
459
Wintrust Investments
Illinois
$2.96M +$92.3K +2,007 +3%
DI
460
DFPG Investments
Utah
$2.95M +$259K +5,642 +9%
FA
461
FDx Advisors
Illinois
$2.95M
API
462
Advisor Partners II
California
$2.95M +$7.49K +163 +0.2%
CIC
463
Cornercap Investment Counsel
Georgia
$2.94M +$72.5K +1,576 +2%
CAM
464
Concorde Asset Management
Michigan
$2.92M +$86.7K +1,886 +3%
CIM
465
Contrarius Investment Management
Jersey
$2.9M -$865K -18,824 -22%
PCC
466
Park Circle Company
Maryland
$2.89M
OAM
467
Ostrum Asset Management
France
$2.89M +$2.97M +64,664 New
WSFS
468
Wilmington Savings Fund Society
Delaware
$2.88M -$16.8K -365 -0.6%
HWA
469
Heritage Wealth Advisors
Virginia
$2.87M -$77.1K -1,678 -3%
Tudor Investment Corp
470
Tudor Investment Corp
Connecticut
$2.85M +$1.05M +22,788 +55%
IPAM
471
ICICI Prudential Asset Management
India
$2.84M
KRSITF
472
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.83M -$46.1K -1,002 -2%
WAM
473
Weiss Asset Management
Massachusetts
$2.83M +$2.92M +63,500 New
ABC
474
Associated Banc-Corp
Wisconsin
$2.83M -$170K -3,699 -6%
HTC
475
Haverford Trust Company
Pennsylvania
$2.81M -$60.2K -1,309 -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.