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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
VWM
1801
Valley Wealth Managers
New Jersey
$18.2K -$26.4K -575 -59%
CCM
1802
Copeland Capital Management
Pennsylvania
$18K -$11K -240 -37%
ME
1803
McIlrath & Eck
Washington
$18K
TCWA
1804
Ten Capital Wealth Advisors
Washington
$17.8K
SIM
1805
Studio Investment Management
Illinois
$17.6K
FFL
1806
Financial Freedom LLC
Ohio
$17.5K +$276 +6 +2%
FPFS
1807
First Personal Financial Services
North Carolina
$17.4K +$8.78K +191 +96%
EWP
1808
Elevation Wealth Partners
California
$17.3K +$17.9K +389 New
PO
1809
Private Ocean
California
$17.2K +$3.68K +80 +26%
TCM
1810
TD Capital Management
Tennessee
$17K -$9.7K -211 -36%
OAJ
1811
Ogorek Anthony Joseph
New York
$17K
BA
1812
Bellwether Advisors
Nebraska
$17K
BAAM
1813
Baker Avenue Asset Management
California
$16.7K +$2.3K +50 +15%
BHWM
1814
Beaird Harris Wealth Management
Texas
$15.8K
HS
1815
Horan Securities
United States
$15.8K +$12.9K +280 +378%
MFT
1816
Moisand Fitzgerald Tamayo
Florida
$15.7K +$4.6K +100 +40%
ACA
1817
Atlas Capital Advisors
Wyoming
$15.2K +$4.46K +97 +40%
KFP
1818
KB Financial Partners
New Jersey
$14K
PCTC
1819
Perkins Coie Trust Company
Washington
$13.7K
NL
1820
NVWM LLC
Pennsylvania
$13.7K
CMA
1821
Cedar Mountain Advisors
Oregon
$13.4K +$690 +15 +5%
GWSA
1822
Global Wealth Strategies & Associates
Colorado
$13.4K
MSFP
1823
Mark Sheptoff Financial Planning
Connecticut
$13.4K
PAI
1824
Pittenger & Anderson Inc
Nebraska
$13.4K
TCM
1825
Tradewinds Capital Management
Washington
$13.4K

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.