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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
LTAS
676
Linden Thomas Advisory Services
North Carolina
$1.41M +$160K +3,482 +12%
JIP
677
Jaffetilchin Investment Partners
Florida
$1.41M +$19.5K +425 +1%
LDB
678
Lee, Danner & Bass
Tennessee
$1.4M -$104K -2,270 -7%
BSW
679
Buckingham Strategic Wealth
Missouri
$1.39M
OHWA
680
Oak Hill Wealth Advisors
Virginia
$1.39M -$46.2K -1,004 -3%
RMSCM
681
R.M. Sincerbeaux Capital Management
New York
$1.39M
RIL
682
Rothschild Investment LLC
Illinois
$1.39M -$8K -174 -0.6%
SW
683
SteelPeak Wealth
California
$1.39M +$188K +4,096 +16%
CCC
684
Chelsea Counsel Company
California
$1.39M +$102K +2,220 +8%
EWA
685
Exencial Wealth Advisors
Oklahoma
$1.38M -$182K -3,952 -11%
GAG
686
GM Advisory Group
New York
$1.38M +$213K +4,638 +18%
BT
687
Brandywine Trust
Delaware
$1.37M
DCM
688
Dudley Capital Management
Virginia
$1.37M +$4.14K +90 +0.3%
FB
689
Fulton Bank
Pennsylvania
$1.37M -$8.28K -180 -0.6%
DFG
690
Delta Financial Group
New Jersey
$1.36M -$28K -608 -2%
WS
691
Wedbush Securities
California
$1.35M +$5.06K +110 +0.4%
FHA
692
Flagship Harbor Advisors
Massachusetts
$1.35M -$75.2K -1,636 -5%
FHB
693
First Hawaiian Bank
Hawaii
$1.34M +$157K +3,425 +13%
HAS
694
HBW Advisory Services
California
$1.33M +$230K +5,013 +20%
OL
695
Owen LaRue
Kentucky
$1.33M
KIG
696
Kowal Investment Group
Wisconsin
$1.32M +$56.5K +1,229 +4%
WA
697
WP Advisors
California
$1.32M -$13.4K -291 -1%
Luther King Capital Management (LKCM)
698
Luther King Capital Management (LKCM)
Texas
$1.31M -$15.4K -336 -1%
SWS
699
SYSTM Wealth Solutions
Illinois
$1.31M -$10.3K -225 -0.8%
LIM
700
Longfellow Investment Management
Massachusetts
$1.31M

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.