We are live on ! Find out more
MO icon

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
BP
601
BBR Partners
New York
$1.75M +$5.7K +124 +0.3%
WG
602
Welch Group
Alabama
$1.75M -$15.9K -345 -0.9%
VCP
603
Verus Capital Partners
Arizona
$1.75M +$213K +4,628 +13%
PTC
604
Private Trust Company
Ohio
$1.73M -$3.36K -73 -0.2%
HT
605
HAP Trading
New York
$1.72M +$1.77M +38,518 New
SB
606
Simmons Bank
Arkansas
$1.71M -$224K -4,863 -11%
CCM
607
Coldstream Capital Management
Washington
$1.71M -$70.1K -1,525 -4%
NW
608
NewEdge Wealth
Pennsylvania
$1.69M +$52.9K +1,151 +3%
RAG
609
RIA Advisory Group
Iowa
$1.69M +$688K +14,962 +65%
MIC
610
Means Investment Company
Maine
$1.69M -$50.8K -1,106 -3%
SW
611
SVB Wealth
Massachusetts
$1.68M +$98.2K +2,137 +6%
WWM
612
Western Wealth Management
Colorado
$1.68M +$220K +4,790 +15%
Fisher Asset Management
613
Fisher Asset Management
Washington
$1.68M -$305K -6,635 -15%
IAMOG
614
Investors Asset Management of Georgia
Georgia
$1.68M -$120K -2,600 -6%
RBA
615
Richard Bernstein Advisors
New York
$1.67M
ISWM
616
Independent Solutions Wealth Management
New York
$1.67M +$73.8K +1,605 +4%
SC
617
Savant Capital
Illinois
$1.67M +$156K +3,396 +10%
WTB
618
Washington Trust Bank
Washington
$1.67M -$1.98K -43 -0.1%
IGWM
619
ICA Group Wealth Management
Colorado
$1.67M +$65.7K +1,429 +4%
Vontobel Holding
620
Vontobel Holding
Switzerland
$1.66M +$267K +5,801 +18%
OIA
621
OneDigital Investment Advisors
Kansas
$1.66M +$18.7K +407 +1%
LIM
622
Loudon Investment Management
New Hampshire
$1.66M
FCCM
623
First City Capital Management
Georgia
$1.66M +$52.5K +1,141 +3%
IWM
624
IHT Wealth Management
Illinois
$1.66M +$184 +4 +0%
PS
625
Pensionfund Sabic
Netherlands
$1.65M -$184K -4,000 -10%

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.