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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
HFM
1701
Harvest Fund Management
China
$79K -$57.4K -1,248 -41%
AI
1702
AdvisorShares Investments
Maryland
$78.1K
PCFFS
1703
Pacific Center for Financial Services
California
$77.3K +$79.6K +1,732 New
2L
1704
25 LLC
Missouri
$77.1K +$76K +1,654 New
WWP
1705
WR Wealth Planners
Missouri
$75.9K +$24K +522 +44%
BC
1706
Barrett & Company
Rhode Island
$75.7K
LSA
1707
Lansing Street Advisors
Pennsylvania
$75.4K +$1.43K +31 +2%
HC
1708
Hoese & Co
Minnesota
$74.3K
SAM
1709
S.A. Mason
Michigan
$73.6K
AW
1710
Avion Wealth
Texas
$73K -$2.16K -47 -3%
CPA
1711
Cowen Prime Advisors
New York
$71K
PFA
1712
Pathway Financial Advisers
Indiana
$68.8K +$7.45K +162 +12%
QC
1713
Quent Capital
New York
$67.4K +$1.38K +30 +2%
NECFA
1714
New England Capital Financial Advisors
Connecticut
$66.2K
ICM
1715
Islay Capital Management
Texas
$66K
TIM
1716
Thompson Investment Management
Wisconsin
$65.3K +$67.3K +1,464 New
BFPW
1717
BOK Financial Private Wealth
Colorado
$65.2K +$13.8K +300 +27%
TCCM
1718
Timber Creek Capital Management
Massachusetts
$64.3K
Commonwealth Equity Services
1719
Commonwealth Equity Services
Massachusetts
$62.5K +$1.79M +38,963 +3%
CWA
1720
Clearview Wealth Advisors
Oregon
$62.2K -$5.56K -121 -8%
TC
1721
Tacita Capital
Ontario, Canada
$61K
GTAM
1722
Global Trust Asset Management
Florida
$60.9K
CH
1723
Canton Hathaway
Rhode Island
$60K
FCT
1724
First Community Trust
Iowa
$59.3K
NF
1725
Norwood Financial
Pennsylvania
$58.4K

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.