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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
LCOV
26
London Company of Virginia
Virginia
$265M -$4.71M -102,461 -2%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$255M -$2.35M -51,144 -0.9%
Fidelity International
28
Fidelity International
Bermuda
$248M -$24.7M -536,338 -9%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$230M -$3.22M -70,012 -1%
N
30
Nuveen
North Carolina
$222M -$33.4M -727,082 -13%
UBS Group
31
UBS Group
Switzerland
$220M -$18.4M -400,935 -8%
Wells Fargo
32
Wells Fargo
California
$209M -$526K -11,441 -0.2%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$203M -$3.04M -66,025 -1%
UBS AM
34
UBS AM
Illinois
$183M -$405K -8,808 -0.2%
Victory Capital Management
35
Victory Capital Management
Texas
$182M -$13.1M -284,950 -7%
Deutsche Bank
36
Deutsche Bank
Germany
$168M -$538K -11,707 -0.3%
CCM
37
Cullen Capital Management
New York
$153M +$44.4M +964,791 +39%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$143M -$7.98M -173,500 -5%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$140M +$912K +19,837 +0.6%
Barclays
40
Barclays
United Kingdom
$131M -$50.4M -1,096,652 -27%
National Pension Service
41
National Pension Service
South Korea
$130M +$3.05M +66,435 +2%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$127M -$2.2M -47,805 -2%
AQR Capital Management
43
AQR Capital Management
Connecticut
$126M +$16.2M +353,401 +14%
Renaissance Technologies
44
Renaissance Technologies
New York
$124M -$3.5M -76,200 -3%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$124M -$17.4M -377,617 -12%
AllianceBernstein
46
AllianceBernstein
Tennessee
$113M -$15.8M -343,718 -12%
RPI
47
Railway Pension Investments
United Kingdom
$107M +$4.8M +104,500 +5%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$97.9M -$1.48M -32,255 -1%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$97.8M +$11.2M +243,311 +12%
Allianz Asset Management
50
Allianz Asset Management
Germany
$96.7M -$5.57M -121,261 -5%

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.