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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
PI
101
PFS Investments
Georgia
$41.3M +$4.05M +88,144 +10%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$41.3M -$18.5M -403,440 -30%
Franklin Resources
103
Franklin Resources
California
$40.9M -$6.3M -136,985 -13%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$40M +$6.22M +135,290 +18%
Asset Management One
105
Asset Management One
Japan
$39.6M +$967K +21,043 +2%
Point72 Asset Management
106
Point72 Asset Management
Connecticut
$39.5M +$40.7M +885,089 New
USAA
107
United Services Automobile Association
Texas
$39.3M -$2.16M -46,909 -5%
ZIM
108
Zacks Investment Management
Illinois
$38.9M +$1.85M +40,272 +5%
Macquarie Group
109
Macquarie Group
Australia
$37.9M +$3.62M +78,820 +10%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$37.2M +$532K +11,575 +1%
TAM
111
Todd Asset Management
Kentucky
$36.7M +$5.76M +125,381 +18%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$36.4M -$2.63M -57,106 -7%
WorldQuant Millennium Advisors
113
WorldQuant Millennium Advisors
New York
$36M +$18M +392,373 +95%
Millennium Management
114
Millennium Management
New York
$35.2M -$92.5M -2,011,110 -72%
MG
115
Marex Group
$35.2M +$35.2M +765,459 +3,176%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$35M -$1.84M -40,119 -5%
PAMS
117
Pictet Asset Management (Switzerland)
Switzerland
$34.5M -$595K -12,939 -2%
CW
118
Connectus Wealth
Ohio
$32.3M +$24M +523,062 +261%
US Bancorp
119
US Bancorp
Minnesota
$31.9M -$1.55M -33,632 -4%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$31.8M +$3.95M +86,000 +14%
GKIM
121
GW&K Investment Management
Massachusetts
$31.1M +$196K +4,270 +0.6%
TC
122
TwinBeech Capital
New York
$31.1M +$30.3M +659,443 +1,725%
SO
123
STRS Ohio
Ohio
$30.1M -$2.97M -64,512 -9%
PI
124
PineBridge Investments
New York
$29.9M +$624K +13,567 +2%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$29.7M -$1.01M -22,040 -3%

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.