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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
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$23.4M +$481K +10,460 +2%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$23.3M +$19.9M +432,561 +481%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$23.1M +$1M +21,776 +4%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$22.6M +$10.5M +229,216 +83%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$22.5M -$1.03M -22,390 -4%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$22.1M -$2.39M -52,017 -9%
Nomura Asset Management
157
Nomura Asset Management
Japan
$22.1M +$931K +20,244 +4%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$22M -$595K -12,936 -3%
Lazard Asset Management
159
Lazard Asset Management
New York
$21.9M -$2.39M -52,053 -10%
ASRS
160
Arizona State Retirement System
Arizona
$21.8M -$61.3K -1,334 -0.3%
AB
161
Amalgamated Bank
New York
$21.6M +$788K +17,137 +4%
Bank of Nova Scotia
162
Bank of Nova Scotia
Ontario, Canada
$21.3M -$13.7M -297,857 -38%
AIG
163
American International Group
New York
$20.9M +$14.8K +322 +0.1%
Corient Private Wealth
164
Corient Private Wealth
Florida
$20.9M +$3.02M +65,590 +16%
Canada Life
165
Canada Life
Manitoba, Canada
$20.9M -$3.69M -80,231 -15%
Calamos Advisors
166
Calamos Advisors
Illinois
$20.7M -$2.32M -50,540 -10%
MIM
167
MetLife Investment Management
New Jersey
$20.6M -$327K -7,119 -2%
ETC
168
Exchange Traded Concepts
Oklahoma
$20.2M +$995K +21,638 +5%
Creative Planning
169
Creative Planning
Kansas
$20.2M +$163K +3,548 +0.8%
Mariner
170
Mariner
Kansas
$20M +$205K +4,461 +1%
IG
171
ING Group
Netherlands
$19.6M -$62.3M -1,356,068 -75%
HP
172
Hikari Power
Japan
$19.6M -$184K -4,000 -0.9%
LIP
173
Lighthouse Investment Partners
Florida
$19.5M +$10.9M +237,127 +119%
ECM
174
ExodusPoint Capital Management
New York
$19.3M +$15M +326,240 +307%
Schroder Investment Management Group
175
Schroder Investment Management Group
United Kingdom
$18.9M -$126K -2,737 -0.6%

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.