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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
DCM
626
Dupont Capital Management
Delaware
$1.65M +$401K +8,713 +31%
SC
627
Stolper & Co
Oklahoma
$1.64M +$265K +5,766 +19%
CWM
628
Cornerstone Wealth Management
Missouri
$1.63M +$1.68M +36,568 New
WAM
629
Weinberger Asset Management
California
$1.63M +$22.8K +497 +1%
KCPG
630
Kavar Capital Partners Group
Kansas
$1.63M +$34.5K +750 +2%
IWA
631
Intercontinental Wealth Advisors
Texas
$1.62M -$5.66K -123 -0.3%
EFS
632
Essex Financial Services
Connecticut
$1.62M +$82.7K +1,799 +5%
Wolverine Trading
633
Wolverine Trading
Illinois
$1.62M +$1.68M +36,441 New
HI
634
Harbour Investments
Wisconsin
$1.61M +$300K +6,520 +22%
MWAM
635
Manhattan West Asset Management
California
$1.61M +$294K +6,388 +22%
PCM
636
Poehling Capital Management
Wisconsin
$1.6M -$598 -13 -0%
NFC
637
Northeast Financial Consultants
Connecticut
$1.6M -$106K -2,308 -6%
FFA
638
First Foundation Advisors
California
$1.59M -$200K -4,349 -11%
MOS
639
MGO One Seven
Ohio
$1.58M -$15.6K -340 -1%
CIP
640
Convergence Investment Partners
Florida
$1.57M +$523K +11,385 +48%
JWCA
641
J.W. Cole Advisors
Florida
$1.57M +$152K +3,309 +10%
MC
642
Moors & Cabot
Massachusetts
$1.57M -$37.1K -807 -2%
CT
643
Caldwell Trust
Florida
$1.57M -$37.6K -817 -2%
FNBT
644
FineMark National Bank & Trust
Florida
$1.56M -$36.2K -788 -2%
ECA
645
Elevated Capital Advisors
Utah
$1.55M +$19.9K +433 +1%
AWM
646
Accurate Wealth Management
Florida
$1.55M +$600K +13,062 +60%
GAM
647
Griffin Asset Management
New York
$1.53M +$15.9K +345 +1%
QIM
648
Quantitative Investment Management
Virginia
$1.53M +$1.26M +27,390 +400%
CAG
649
Csenge Advisory Group
Florida
$1.51M -$4.83K -105 -0.3%
SSA
650
Schonfeld Strategic Advisors
New York
$1.51M -$6.23M -135,443 -80%

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.