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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
MSAM
701
Moloney Securities Asset Management
Missouri
$1.3M -$212K -4,601 -14%
MAS
702
Meeder Advisory Services
Ohio
$1.3M +$171K +3,710 +15%
NLP
703
Next Level Private
New York
$1.3M +$49.4K +1,074 +4%
DTL
704
Dynamic Technology Lab
Singapore
$1.3M +$1.34M +29,122 New
SWM
705
Spire Wealth Management
Virginia
$1.3M +$270K +5,870 +25%
NHC
706
Nicholas Hoffman & Company
Georgia
$1.3M +$1.15K +25 +0.1%
S
707
SignatureFD
Georgia
$1.29M -$17.3K -376 -1%
VAS
708
Valicenti Advisory Services
New York
$1.28M -$34.7K -755 -3%
CAGAS
709
Capital Advisory Group Advisory Services
Minnesota
$1.28M +$24.7K +537 +2%
CGH
710
CMG Global Holdings
Texas
$1.27M +$6.57K +143 +0.5%
TPA
711
Trivium Point Advisory
Connecticut
$1.26M +$20.8K +452 +2%
WB
712
WesBanco Bank
West Virginia
$1.26M -$31K -674 -2%
OWA
713
Octavia Wealth Advisors
Ohio
$1.26M -$46 -1 -0%
3IP
714
3Chopt Investment Partners
Virginia
$1.26M +$337K +7,332 +36%
EMG
715
ETF Managers Group
New Jersey
$1.26M -$1.87M -40,704 -59%
RIA
716
Realta Investment Advisors
Delaware
$1.26M -$112K -2,426 -8%
DCM
717
Delta Capital Management
New Jersey
$1.25M -$7.36K -160 -0.6%
IAN
718
Integrated Advisors Network
Texas
$1.25M +$95.9K +2,086 +8%
LIM
719
Leavell Investment Management
Alabama
$1.25M +$2.76K +60 +0.2%
SLI
720
Sumitomo Life Insurance
Japan
$1.25M -$13.3K -289 -1%
KMWM
721
Keudell/Morrison Wealth Management
Oregon
$1.25M +$7.08K +154 +0.6%
ACL
722
Applied Capital LLC
Florida
$1.24M -$27K -588 -2%
ATPW
723
Ashton Thomas Private Wealth
Arizona
$1.23M +$57.2K +1,245 +5%
TC
724
Telemus Capital
Michigan
$1.23M -$120K -2,616 -9%
SAM
725
Shell Asset Management
Netherlands
$1.23M -$6.53K -142 -0.5%

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.