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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
VFP
476
Verus Financial Partners
Virginia
$2.79M -$4.09K -89 -0.1%
BCM
477
Bronte Capital Management
Australia
$2.77M -$152K -3,317 -5%
LBC
478
Lowe Brockenbrough & Co
Virginia
$2.77M +$64K +1,393 +2%
KA
479
Kovack Advisors
Florida
$2.76M +$1.61M +35,083 +131%
CEI
480
Clark Estates Inc
New York
$2.76M -$552K -12,000 -16%
FCI
481
Financial Counselors Inc
Kansas
$2.75M -$119K -2,579 -4%
CS
482
Capital Square
Tennessee
$2.72M -$140K -3,043 -5%
TF
483
TIAA FSB
Florida
$2.7M +$32.4K +704 +1%
MFFIA
484
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.67M -$91.8K -1,996 -3%
PAS
485
Park Avenue Securities
New York
$2.66M -$2.75M -59,724 -50%
Federated Hermes
486
Federated Hermes
Pennsylvania
$2.66M -$712K -15,495 -21%
AA
487
Ancora Advisors
Ohio
$2.65M +$54.6K +1,187 +2%
CL
488
CSS LLC
Illinois
$2.64M +$469K +10,200 +21%
FAM
489
Fred Alger Management
New York
$2.63M +$246K +5,341 +10%
ECU
490
Eisler Capital (US)
New York
$2.61M +$2.69M +58,415 New
IWC
491
Integrated Wealth Concepts
Massachusetts
$2.6M +$1.5M +32,681 +127%
MW
492
Marcum Wealth
Ohio
$2.6M -$76K -1,653 -3%
IC
493
IEQ Capital
California
$2.6M +$812K +17,670 +44%
IAG
494
Investmark Advisory Group
Connecticut
$2.59M +$131K +2,857 +5%
WTC
495
WhitTier Trust Company
Nevada
$2.58M -$25.8K -562 -1%
HWM
496
Hohimer Wealth Management
Washington
$2.58M +$859K +18,689 +48%
HW
497
Hancock Whitney
Mississippi
$2.58M -$57.5K -1,251 -2%
AF
498
Allworth Financial
California
$2.57M -$276 -6 -0%
WJWM
499
Williams Jones Wealth Management
New York
$2.55M -$19.9K -432 -0.8%
SWM
500
SeaCrest Wealth Management
New York
$2.53M -$31.1K -677 -1%

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.