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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
SC
551
SouthState Corp
Florida
$2.06M -$103K -2,249 -5%
EAMA
552
EFG Asset Management (Americas)
Florida
$2.03M +$9.24K +201 +0.4%
CFGS
553
Concourse Financial Group Securities
Alabama
$2.03M +$92.3K +2,007 +5%
FPGT
554
Financial Partners Group (Tennessee)
Tennessee
$2.03M -$19.4K -422 -0.9%
BHPW
555
Beverly Hills Private Wealth
California
$2.02M +$37.7K +819 +2%
NB
556
NBT Bank
New York
$2M -$5.52K -120 -0.3%
HH
557
Hilltop Holdings
Texas
$2M +$54.3K +1,181 +3%
CW
558
CreativeOne Wealth
Kansas
$1.99M +$429K +9,340 +26%
O
559
Ossiam
France
$1.99M +$797K +17,331 +64%
NSAM
560
North Star Asset Management
Wisconsin
$1.98M -$26.7K -581 -1%
HPC
561
HM Payson & Co
Maine
$1.98M -$136K -2,961 -6%
SGCA
562
Steel Grove Capital Advisors
Tennessee
$1.97M +$136K +2,964 +7%
PFO
563
Pathstone Family Office
New Jersey
$1.97M -$3.89M -84,614 -65%
IBOK
564
Independence Bank of Kentucky
Kentucky
$1.96M +$34.5K +750 +2%
RIM
565
Redwood Investment Management
Arizona
$1.95M +$138K +2,997 +7%
CWS
566
Confluence Wealth Services
Pennsylvania
$1.94M -$170K -3,708 -8%
KFP
567
KMG Fiduciary Partners
Ohio
$1.94M +$1.73M +37,555 +634%
XSC
568
X-Square Capital
Puerto Rico
$1.93M -$289K -6,282 -13%
SCM
569
Spreng Capital Management
Ohio
$1.93M -$139K -3,026 -7%
AFA
570
Abacus FCF Advisors
Florida
$1.92M +$258K +5,620 +15%
AIMC
571
Alley Investment Management Company
Illinois
$1.92M -$6.94M -150,868 -78%
KC
572
Kinloch Capital
Virginia
$1.91M -$1.39M -30,309 -41%
GT
573
Greenleaf Trust
Michigan
$1.9M +$111K +2,406 +6%
OP
574
ORG Partners
Indiana
$1.9M +$1.95M +42,389 New
MNBTD
575
Moody National Bank Trust Division
Texas
$1.88M +$5.2K +113 +0.3%

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.