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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
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$96.4M +$53.2M +1,157,581 +115%
Citadel Advisors
52
Citadel Advisors
Florida
$96.1M +$50.7M +1,101,957 +105%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$95.3M -$581K -12,638 -0.6%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$94.2M +$179K +3,900 +0.2%
LSV Asset Management
55
LSV Asset Management
Illinois
$94.1M +$993K +21,600 +1%
Principal Financial Group
56
Principal Financial Group
Iowa
$92.1M +$1.21M +26,279 +1%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$88.7M -$24.7M -536,840 -21%
Prudential Financial
58
Prudential Financial
New Jersey
$87.6M -$9.67M -210,280 -9%
Marshall Wace
59
Marshall Wace
United Kingdom
$86.9M +$89.6M +1,948,612 New
RJA
60
Raymond James & Associates
Florida
$83.7M -$15.4M -334,284 -15%
LPL Financial
61
LPL Financial
California
$82.7M +$6.57M +142,897 +8%
Artisan Partners
62
Artisan Partners
Wisconsin
$82.7M +$1.16M +25,273 +1%
Citigroup
63
Citigroup
New York
$81.2M -$38.9M -846,980 -32%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$79.8M -$1.6M -34,900 -2%
Acadian Asset Management
65
Acadian Asset Management
Massachusetts
$78.2M -$4.12M -89,714 -5%
BBHC
66
Brown Brothers Harriman & Co
New York
$77.5M +$1.01K +22 +0%
CS
67
Credit Suisse
Switzerland
$76.8M -$2.59M -56,322 -3%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$72.1M -$12.3M -266,943 -10%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$72M -$2.13M -46,390 -3%
Osaic Holdings
70
Osaic Holdings
Arizona
$66.5M -$7.17M -155,940 -9%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$65.6M +$1.18M +25,669 +2%
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$63.4M +$6.29M +136,887 +11%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$62.4M +$7.75M +168,675 +14%
Stifel Financial
74
Stifel Financial
Missouri
$62M -$4.6M -100,093 -7%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.5M -$2.82M -61,305 -4%

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.