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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
SWP
526
Stratos Wealth Partners
Ohio
$2.28M -$260K -5,661 -10%
Twin Tree Management
527
Twin Tree Management
Texas
$2.28M +$2.35M +51,117 New
BBVA
528
Banco Bilbao Vizcaya Argentaria
Spain
$2.28M +$489K +10,630 +26%
FFA
529
Founders Financial Alliance
North Carolina
$2.26M +$86.6K +1,883 +4%
PA
530
Pinnacle Associates
New York
$2.25M -$217K -4,722 -9%
SIG
531
Stonegate Investment Group
Alabama
$2.23M -$330K -7,174 -13%
VI
532
Vestcor Inc
New Brunswick, Canada
$2.22M +$322K +7,003 +16%
HWM
533
HB Wealth Management
Georgia
$2.22M +$130K +2,838 +6%
Wealth Enhancement Advisory Services
534
Wealth Enhancement Advisory Services
Minnesota
$2.19M +$531K +11,555 +31%
CIC
535
Carnegie Investment Counsel
Ohio
$2.18M +$443K +9,634 +25%
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.17M +$136K +2,968 +6%
SWA
537
Stratos Wealth Advisors
Ohio
$2.17M +$821K +17,855 +58%
TCOV
538
Trust Company of Vermont
Vermont
$2.17M +$144K +3,140 +7%
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$2.17M +$10.3K +223 +0.5%
HWAM
540
Hennion & Walsh Asset Management
New Jersey
$2.16M +$339K +7,380 +18%
DA
541
Doliver Advisors
Texas
$2.15M +$126K +2,751 +6%
FWCM
542
Ferguson Wellman Capital Management
Oregon
$2.12M -$27.1K -590 -1%
PFS
543
Prospera Financial Services
Texas
$2.12M -$57K -1,240 -3%
BCM
544
Buckhead Capital Management
Georgia
$2.11M +$14.9K +325 +0.7%
FSA
545
Financial Sense Advisors
California
$2.1M +$233K +5,068 +12%
VFA
546
Valeo Financial Advisors
Indiana
$2.1M +$306K +6,657 +16%
SAM
547
Silvercrest Asset Management
New York
$2.1M -$20.5K -445 -0.9%
ACP
548
Aviance Capital Partners
Florida
$2.08M +$44.2K +961 +2%
WPC
549
Waters Parkerson & Co
Louisiana
$2.06M -$44.5K -967 -2%
HFM
550
Hartford Financial Management
Connecticut
$2.06M

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.