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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
CIC
651
Crawford Investment Counsel
Georgia
$1.51M -$333K -7,251 -18%
GWM
652
Geneos Wealth Management
Colorado
$1.5M -$283K -6,163 -15%
AG
653
Algert Global
California
$1.5M +$671K +14,602 +77%
BG
654
Bollard Group
Massachusetts
$1.5M +$15.7K +342 +1%
AWM
655
Axxcess Wealth Management
California
$1.5M -$2.89M -62,759 -65%
MCM
656
Mill Capital Management
North Carolina
$1.48M -$158K -3,443 -9%
TCPWM
657
Traverso Chambers Private Wealth Management
California
$1.48M
BFEC
658
Benjamin F. Edwards & Company
Missouri
$1.48M +$65.8K +1,431 +5%
PPP
659
Private Portfolio Partners
New Jersey
$1.48M -$38.7K -842 -2%
MSA
660
Marino Stram & Associates
Massachusetts
$1.47M +$22.8K +495 +2%
ZCM
661
Ziegler Capital Management
Illinois
$1.46M -$6.44K -140 -0.4%
LA
662
Lynch & Associates
Indiana
$1.46M -$5.1K -111 -0.3%
SG Americas Securities
663
SG Americas Securities
New York
$1.46M +$1.31M +28,576 +692%
TMAM
664
Tokio Marine Asset Management
Japan
$1.46M +$188K +4,093 +14%
RFG
665
Range Financial Group
Oregon
$1.45M +$202K +4,387 +16%
I
666
InceptionR
California
$1.44M +$1.48M +32,245 New
PA
667
Parallel Advisors
California
$1.44M +$393K +8,538 +36%
TRCT
668
Tower Research Capital (TRC)
New York
$1.44M -$282K -6,144 -16%
VA
669
Valmark Advisers
Ohio
$1.43M +$827 +18 +0.1%
EP
670
Edgestream Partners
New Jersey
$1.43M +$1.01M +22,028 +222%
AI
671
ArchPoint Investors
Florida
$1.42M
Bessemer Group
672
Bessemer Group
New Jersey
$1.42M -$194K -4,230 -12%
EWM
673
Empirical Wealth Management
Washington
$1.41M +$259K +5,627 +22%
BAM
674
Berkshire Asset Management
Pennsylvania
$1.41M -$190K -4,141 -12%
FCA
675
Fortis Capital Advisors
Kansas
$1.41M +$1.13M +24,646 +359%

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.