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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
Assenagon Asset Management
76
Assenagon Asset Management
Luxembourg
$60.3M +$55.6M +1,209,436 +853%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$59M +$1.21M +26,354 +2%
Truist Financial
78
Truist Financial
North Carolina
$58M -$733K -15,935 -1%
HighTower Advisors
79
HighTower Advisors
Illinois
$56.8M -$2.33M -50,698 -4%
N
80
Natixis
France
$54.9M +$42.3M +920,910 +297%
VRS
81
Virginia Retirement Systems
Virginia
$54.2M +$8.79M +191,200 +19%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$52.8M +$37.5M +816,238 +222%
RCM
83
RNC Capital Management
California
$52.2M +$1.31M +28,509 +2%
Primecap Management
84
Primecap Management
California
$49.9M -$4.64M -100,824 -8%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$49.6M +$585K +12,735 +1%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$49.2M -$3.33M -72,354 -6%
Bank Julius Baer & Co
87
Bank Julius Baer & Co
Switzerland
$49M +$1.62M +35,229 +3%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$48M -$503K -10,941 -1%
BA
89
Bridgewater Associates
Connecticut
$48M +$269K +5,846 +0.5%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.8M +$36.5K +794 +0.1%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$46.7M -$113K -2,466 -0.2%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$46.6M -$170K -3,688 -0.4%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$46.6M +$302K +6,574 +0.6%
Lido Advisors
94
Lido Advisors
California
$46.6M -$3.5M -76,212 -7%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$46M +$4.53M +98,443 +11%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$46M -$1.45M -31,609 -3%
Cerity Partners
97
Cerity Partners
New York
$45.3M +$1.43M +31,089 +13%
GIA
98
Gateway Investment Advisers
Ohio
$44.9M +$6.82M +148,409 +17%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$42.2M -$1.49M -32,405 -3%
Allspring Global Investments
100
Allspring Global Investments
North Carolina
$42.1M -$10.4M -225,184 -19%

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.