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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
SWA
1751
SOA Wealth Advisors
New York
$46.3K +$368 +8 +0.8%
RFG
1752
RFP Financial Group
Georgia
$45.7K -$264K -5,744 -85%
MTIC
1753
Missouri Trust & Investment Company
Missouri
$44.6K
OLVIG
1754
Oliver Lagore Vanvalin Investment Group
Michigan
$44.6K +$6.9K +150 +18%
RDFA
1755
Ritter Daniher Financial Advisory
Ohio
$44.6K +$23K +500 +100%
TWD
1756
True Wealth Design
Ohio
$44K +$38.2K +830 +535%
WWM
1757
Wolff Wiese Magana
California
$43.4K +$736 +16 +2%
TVWM
1758
Tower View Wealth Management
Wisconsin
$42K
EARNEST Partners
1759
EARNEST Partners
Georgia
$41.9K
GFPC
1760
Global Financial Private Client
Florida
$41.8K +$17.4K +379 +69%
GLLW
1761
Graves Light Lenhart Wealth
Virginia
$41.4K +$42.7K +929 New
UIA
1762
Ulland Investment Advisors
Minnesota
$41K
PCA
1763
Providence Capital Advisors
North Carolina
$40.6K +$14.3K +311 +52%
C
1764
Covestor
United Kingdom
$40K +$3.91K +85 +11%
QL
1765
Quarry LP
New York
$38.7K +$33K +718 +482%
NOI
1766
Newton One Investments
Delaware
$37.8K
IFS
1767
Intelligent Financial Strategies
Minnesota
$36.4K
WAS
1768
Winch Advisory Services
Wisconsin
$36K +$368 +8 +1%
MAM
1769
Meeder Asset Management
Ohio
$35.2K +$36.3K +789 New
TFP
1770
Tilia Fiduciary Partners
North Carolina
$33.7K +$322 +7 +0.9%
NC
1771
NewSquare Capital
Pennsylvania
$32.6K +$20.4K +443 +154%
PPC
1772
Park Place Capital
Alabama
$31.4K -$410K -8,910 -93%
AWM
1773
AllSquare Wealth Management
New York
$31.3K
BCA
1774
Bray Capital Advisors
Florida
$31K
PP
1775
PrairieView Partners
Minnesota
$31K +$9.19K +200 +40%

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.