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Altria Group

1,883 hedge funds and large institutions have $41.6B invested in Altria Group in 2023 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 598 increasing their positions, 832 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 129

3% more funds holding

Funds holding: 1,8361,883 (+47)

0.17% less ownership

Funds ownership: 58.36%58.2% (-0.17%)

4% less call options, than puts

Call options by funds: $564M | Put options by funds: $590M

5% less capital invested

Capital invested by funds: $43.7B → $41.6B (-$2.05B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

28% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 832

Holders
1,883
Holders Change
+47
Holders Change %
+2.56%
% of All Funds
27.45%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
202
Increased
598
Reduced
832
Closed
129
Calls
$564M
Puts
$590M
Net Calls
-$25.7M
Net Calls Change
+$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$111M -$8.48M -205,100 -7%
AllianceBernstein
52
AllianceBernstein
Tennessee
$100M +$2.39M +57,880 +2%
CCM
53
Cullen Capital Management
New York
$91.3M -$43.1M -1,041,344 -32%
LPL Financial
54
LPL Financial
California
$90.8M +$3.57M +86,396 +4%
Millennium Management
55
Millennium Management
New York
$90.5M +$31.4M +758,141 +51%
Prudential Financial
56
Prudential Financial
New Jersey
$87.3M +$5.72M +138,248 +7%
AssetMark Inc
57
AssetMark Inc
California
$83.1M +$30.7M +742,896 +56%
RPI
58
Railway Pension Investments
United Kingdom
$82.9M -$4.96M -119,900 -6%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$81.9M +$553K +13,377 +0.7%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$81.6M -$2.64M -63,888 -3%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$80.4M -$3.92M -94,802 -5%
Principal Financial Group
62
Principal Financial Group
Iowa
$78.7M -$605K -14,631 -0.7%
Artisan Partners
63
Artisan Partners
Wisconsin
$77.9M +$1.8M +43,641 +2%
BA
64
Bridgewater Associates
Connecticut
$76.1M +$19.9M +480,546 +34%
Bank Julius Baer & Co
65
Bank Julius Baer & Co
Switzerland
$75.6M +$29.8M +719,793 +62%
Citigroup
66
Citigroup
New York
$74.1M +$25.6M +619,265 +51%
CS
67
Credit Suisse
Switzerland
$73.6M +$1.14M +27,557 +2%
USAA
68
United Services Automobile Association
Texas
$72.7M +$38M +919,058 +104%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$72.7M +$4.29M +103,655 +6%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$69.3M -$1.92M -46,400 -3%
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$68.9M -$8.78M -212,417 -11%
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
$63.8M -$732K -17,706 -1%
Osaic Holdings
73
Osaic Holdings
Arizona
$63.1M -$13.5M -326,695 -17%
RJA
74
Raymond James & Associates
Florida
$62.7M -$5.99M -144,864 -9%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$61.5M +$13.8M +333,656 +28%

MO Hedge Fund Activity: Q4 2023 in Review

1,883 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2023, worth a combined $41.6B — down 4.7% from $43.7B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new MO positions and 129 closed out — a net gain of 73 holders — while 598 added to existing stakes and 832 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $751M. The largest seller was Capital World Investors, cutting an estimated $705M.

  • 1,883 institutional investors held Altria Group (MO) as of Q4 2023, up from 1,836 in Q3 2023.
  • Funds reported $41.6B of Altria Group stock for Q4 2023, down 4.7% quarter-over-quarter.
  • 202 funds opened new Altria Group positions in Q4 2023 and 129 closed out, a net change of +73 holders.
  • The largest Altria Group buyer in Q4 2023 was Morgan Stanley, an estimated $751M added.
  • The largest Altria Group seller in Q4 2023 was Capital World Investors, an estimated $705M sold.

Based on aggregated 13F filings for Q4 2023.