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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
SSC
1851
Syverson Strege & Co
Iowa
$4.46K
PCM
1852
Penserra Capital Management
California
$4K -$2.95M -64,123 -100%
PS
1853
PayPay Securities
Japan
$3.93K -$1.61K -35 -28%
HWM
1854
HighMark Wealth Management
Minnesota
$3.82K
TCA
1855
Trifecta Capital Advisors
Illinois
$3.52K
BAM
1856
Baldrige Asset Management
Pennsylvania
$3K
SIA
1857
SkyView Investment Advisors
New Jersey
$3K +$3.03K +66 New
SWG
1858
Summit Wealth Group
Vermont
$3K +$5.41M +117,574 New
RTL
1859
Red Tortoise LLC
Georgia
$2.59K
BCMIO
1860
Beacon Capital Management Inc (Ohio)
Ohio
$2.14K +$2.21K +48 New
CTB
1861
Country Trust Bank
Illinois
$2.05K
HFS
1862
HBC Financial Services
Washington
$2K
ARS
1863
Adirondack Retirement Specialists
New York
$1.78K
Kayne Anderson Rudnick Investment Management
1864
Kayne Anderson Rudnick Investment Management
California
$1.56K
WA
1865
WestEnd Advisors
North Carolina
$1.12K -$1.01K -22 Closed
DWA
1866
Delos Wealth Advisors
Texas
$1.12K
PPWM
1867
PFG Private Wealth Management
Florida
$892 -$5.66K -123 -86%
TWP
1868
TFO Wealth Partners
Ohio
$312 -$644 -14 -67%
AWM
1869
Abound Wealth Management
Tennessee
$147
GFWA
1870
Grey Fox Wealth Advisors
Delaware
$91 -$368 -8 -80%
CYG
1871
Clean Yield Group
Vermont
$45
IAIM
1872
International Assets Investment Management
Florida
-$3.23M -1,146,062 Closed
Ninety One (UK)
1873
Ninety One (UK)
United Kingdom
-$22.8M -499,542 Closed
BDWCC
1874
B&D White Capital Company
Texas
-$16.9M -370,000 Closed
MMA
1875
Mizuho Markets Americas
New York
-$12.2M -266,300 Closed

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.