We are live on ! Find out more
MO icon

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
FFA
1826
Fairfield Financial Advisors
Massachusetts
$13.2K +$276 +6 +2%
NMG
1827
New Millennium Group
Utah
$12.9K +$230 +5 +2%
RI
1828
Ridgewood Investments
New Jersey
$11.7K +$12.1K +263 New
BCM
1829
Blume Capital Management
California
$11.2K +$11.6K +252 New
UAML
1830
US Asset Management LLC
Pennsylvania
$11K
SC
1831
Schubert & Co
Texas
$10.6K +$92 +2 +0.9%
IA
1832
IFS Advisors
Kansas
$10.1K
MCA
1833
Maryland Capital Advisors
Maryland
$10.1K
CWA
1834
Carolina Wealth Advisors
South Carolina
$10K
JFA
1835
JNBA Financial Advisors
Minnesota
$10K
1832 Asset Management
1836
1832 Asset Management
Ontario, Canada
$9.59K -$25.7K -559 -72%
MWM
1837
Mascoma Wealth Management
New Hampshire
$9.5K
SIC
1838
SJS Investment Consulting
Ohio
$9.42K +$7.36K +160 +314%
FRA
1839
Front Row Advisors
California
$9K
NIC
1840
Northwest Investment Counselors
Oregon
$8.92K -$66.5K -1,446 -88%
AWM
1841
Activest Wealth Management
Florida
$8.34K -$4.46K -97 -34%
AFS
1842
Annapolis Financial Services
Maryland
$7.45K
KHC
1843
Koesten Hirschmann & Crabtree
Kansas
$7.14K
GM
1844
GeoWealth Management
Illinois
$7K +$7.86K +171 New
EL
1845
EMFO LLC
Florida
$6.69K
RA
1846
Rise Advisors
New York
$6.07K +$138 +3 +2%
MWC
1847
MBM Wealth Consultants
Missouri
$5K
CSPAM
1848
Cary Street Partners Asset Management
Virginia
$4.46K
CSWM
1849
Cassady Schiller Wealth Management
Ohio
$4.46K
GI
1850
GS Investments
Minnesota
$4.46K

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.