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Altria Group
MO

1,895 hedge funds and large institutions have $48.9B invested in Altria Group in 2022 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 716 increasing their positions, 661 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 81

26% more call options, than puts

Call options by funds: $892M | Put options by funds: $710M

16% more funds holding in top 10

Funds holding in top 10: 25 → 29 (+4)

15% more capital invested

Capital invested by funds: $42.4B → $48.9B (+$6.41B)

8% more funds holding

Funds holding: 1,762 → 1,895 (+133)

8% more repeat investments, than reductions

Existing positions increased: 716 | Existing positions reduced: 661

0.29% more ownership

Funds ownership: 58.58% → 58.87% (+0.29%)

Holders
1,895
Holders Change
+133
Holders Change %
+7.55%
% of All Funds
30.46%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.47%
New
248
Increased
716
Reduced
661
Closed
81
Calls
$892M
Puts
$710M
Net Calls
+$182M
Net Calls Change
-$38M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$667M
2
GQG Partners
GQG Partners
Florida
+$552M
3
Charles Schwab
Charles Schwab
California
+$159M
4
Invesco
Invesco
Georgia
+$124M
5
Goldman Sachs
Goldman Sachs
New York
+$94.2M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$388M
2
BlackRock
BlackRock
New York
-$307M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$216M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$173M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$154M
Name Holding Trade Value Shares
Change 		Change in
Stake
Harris Associates
26
Harris Associates
Illinois
$280M -$648K -14,300 -0.2%
Fidelity International
27
Fidelity International
Bermuda
$279M -$137M -3,033,965 -33%
LCOV
28
London Company of Virginia
Virginia
$276M -$1.9M -41,937 -0.7%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$264M +$29.8M +657,210 +13%
N
30
Nuveen
North Carolina
$261M -$749K -16,545 -0.3%
UBS Group
31
UBS Group
Switzerland
$244M +$44.5M +981,709 +23%
Pacer Advisors
32
Pacer Advisors
Pennsylvania
$237M +$66.7M +1,471,787 +40%
Wells Fargo
33
Wells Fargo
California
$215M +$3.37M +74,340 +2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$211M -$2.85M -62,968 -1%
Victory Capital Management
35
Victory Capital Management
Texas
$200M -$1.18M -26,114 -0.6%
UBS AM
36
UBS AM
Illinois
$188M -$6.39M -141,096 -3%
Barclays
37
Barclays
United Kingdom
$184M +$68.9M +1,521,362 +61%
Deutsche Bank
38
Deutsche Bank
Germany
$173M -$94.1M -2,078,407 -35%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$154M +$1.75M +38,700 +1%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$153M -$173M -3,826,000 -53%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$144M +$8.02M +176,959 +6%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$142M +$5.76M +127,174 +4%
AllianceBernstein
43
AllianceBernstein
Tennessee
$131M +$4.53M +100,031 +4%
Renaissance Technologies
44
Renaissance Technologies
New York
$131M -$42.9M -947,811 -25%
National Pension Service
45
National Pension Service
South Korea
$131M +$1.78M +39,219 +1%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$129M -$5.84M -128,927 -5%
Millennium Management
47
Millennium Management
New York
$128M -$57.6M -1,270,624 -31%
Citigroup
48
Citigroup
New York
$122M +$31.7M +699,896 +36%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$120M +$5.28M +116,654 +5%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$115M +$41.4M +913,476 +57%
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MO Hedge Fund Activity: Q4 2022 in Review

1,895 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2022, worth a combined $48.9B — up 15% from $42.4B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new MO positions and 81 closed out — a net gain of 167 holders — while 716 added to existing stakes and 661 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $667M. The largest seller was Capital World Investors, cutting an estimated $388M.

  • 1,895 institutional investors held Altria Group (MO) as of Q4 2022, up from 1,762 in Q3 2022.
  • Funds reported $48.9B of Altria Group stock for Q4 2022, up 15% quarter-over-quarter.
  • 248 funds opened new Altria Group positions in Q4 2022 and 81 closed out, a net change of +167 holders.
  • The largest Altria Group buyer in Q4 2022 was Capital Research Global Investors, an estimated $667M added.
  • The largest Altria Group seller in Q4 2022 was Capital World Investors, an estimated $388M sold.

Based on aggregated 13F filings for Q4 2022.