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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
EIG
576
Ellenbecker Investment Group
Wisconsin
$1.88M -$21.9K -477 -1%
CL
577
Choreo LLC
Illinois
$1.88M +$372K +8,082 +24%
WBC
578
Westpac Banking Corp
Australia
$1.88M +$301K +6,552 +18%
PL
579
Perpetual Ltd
Australia
$1.88M +$1.94M +42,110 New
HKIM
580
Hayek Kallen Investment Management
Alabama
$1.87M -$22.3K -484 -1%
OFG
581
OmniStar Financial Group
North Carolina
$1.85M -$132K -2,872 -6%
SVWAG
582
Sound View Wealth Advisors Group
Georgia
$1.85M -$1.65M -35,823 -46%
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$1.84M +$179K +3,892 +10%
HCMG
584
Howard Capital Management Group
California
$1.84M +$120K +2,615 +7%
NFG
585
Nations Financial Group
Iowa
$1.82M +$67.4K +1,467 +4%
DEM
586
Disciplined Equity Management
Florida
$1.82M +$1.38K +30 +0.1%
AAS
587
Ameritas Advisory Services
Nebraska
$1.81M -$636K -13,843 -26%
WIS
588
Wright Investors Service
Connecticut
$1.81M -$572K -12,444 -24%
BFG
589
Bleakley Financial Group
New Jersey
$1.81M +$167K +3,629 +10%
CF
590
Centaurus Financial
California
$1.79M +$99.8K +2,171 +6%
SS
591
Sunbelt Securities
Texas
$1.79M +$216K +4,694 +13%
CA
592
Cullinan Associates
Kentucky
$1.79M +$200K +4,361 +12%
MIC
593
Maxi Investments CY
Cyprus
$1.78M
AMI
594
Amica Mutual Insurance
Rhode Island
$1.78M
HKAM
595
Horizon Kinetics Asset Management
New York
$1.78M +$25.3K +550 +1%
TCM
596
Teza Capital Management
Illinois
$1.77M +$1.15M +24,935 +169%
BL
597
Balentine LLC
Georgia
$1.77M -$171K -3,715 -9%
IFG
598
Independent Financial Group
California
$1.76M +$78.8K +1,714 +5%
AIA
599
Affinity Investment Advisors
California
$1.76M -$363K -7,889 -17%
BFM
600
Boothbay Fund Management
New York
$1.75M +$1.56M +33,962 +637%

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.