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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
CP
1776
Castleview Partners
Texas
$30.5K -$13.5K -293 -30%
EI
1777
Ellevest Inc
New York
$29.9K +$23.9K +520 +347%
TIM
1778
Tortoise Investment Management
New York
$29.3K
RWM
1779
Ruedi Wealth Management
Illinois
$29K
UCB
1780
United Community Bank
South Carolina
$28.2K
HDIM
1781
Hanson & Doremus Investment Management
Vermont
$28K
RFA
1782
Register Financial Advisors
Georgia
$28K +$6.9K +150 +31%
NSG
1783
Nalls Sherbakoff Group
Tennessee
$27.6K +$28.5K +620 New
WPA
1784
West Paces Advisors
Georgia
$27.1K +$4.14K +90 +17%
IHWM
1785
Iron Horse Wealth Management
Iowa
$26.8K +$4.6K +100 +20%
PA
1786
PSI Advisors
Florida
$26.5K
DWMG
1787
DB Wealth Management Group
California
$26.2K
LWP
1788
Lumature Wealth Partners
Georgia
$26K
GG
1789
Gleason Group
Kentucky
$25.4K +$506 +11 +2%
PP
1790
Pacifica Partners
Canada
$24.7K +$276 +6 +1%
BCM
1791
Bourgeon Capital Management
Connecticut
$24.2K
KM
1792
Kalos Management
Georgia
$23.7K +$24.5K +532 New
BSWA
1793
Bromfield Sneider Wealth Advisors
Massachusetts
$23.2K
ADL
1794
Asset Dedication LLC
California
$22K
FSWA
1795
Financial Synergies Wealth Advisors
Texas
$21.4K +$22.1K +480 New
CCP
1796
Carmel Capital Partners
California
$19.5K +$20K +436 New
AssetMark Inc
1797
AssetMark Inc
California
$19.2K -$639K -13,895 -97%
BLC
1798
Brown, Lisle/Cummings
Rhode Island
$19K
IWP
1799
IAG Wealth Partners
Wisconsin
$18.9K +$368 +8 +2%
PG
1800
Proffitt & Goodson
Tennessee
$18.7K

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.