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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
CCPM
1876
Cooper Creek Partners Management
New York
-$8.47M -185,276 Closed
BCM
1877
Banyan Capital Management
Georgia
-$8.16M -178,560 Closed
TI
1878
Trexquant Investment
Connecticut
-$5.46M -119,412 Closed
CIS
1879
Capital International Sarl
California
-$4.63M -101,236 Closed
ERSOT
1880
Employees Retirement System of Texas
Texas
-$4.62M -101,019 Closed
EIA
1881
Eastover Investment Advisors
North Carolina
-$4.47M -97,899 Closed
SPW
1882
Surience Private Wealth
Washington
-$3.46M -75,759 Closed
OQS
1883
Occudo Quantitative Strategies
Florida
-$2.95M -64,535 Closed
MHS
1884
M Holdings Securities
Oregon
-$2.3M -49,991 Closed
SIP
1885
Stoneridge Investment Partners
Pennsylvania
-$2.04M -44,553 Closed
MCC
1886
Money Concepts Capital
Florida
-$906K -19,825 Closed
TC
1887
Toews Corporation
New Jersey
-$777K -17,000 Closed
SWM
1888
Scissortail Wealth Management
Oklahoma
-$553K -11,725 Closed
BFA
1889
BMS Financial Advisors
South Dakota
-$501K -10,953 Closed
CP
1890
Covenant Partners
Tennessee
-$480K -10,496 Closed
AMC
1891
Asset Management Corp
Illinois
-$462K -10,114 Closed
AC
1892
AXQ Capital
New Jersey
-$437K -9,570 Closed
KIA
1893
KLR Investment Advisors
Rhode Island
-$403K -8,662 Closed
CLOS
1894
Compagnie Lombard Odier SCmA
Switzerland
-$394K -8,600 Closed
QT
1895
Quantamental Technologies
New York
-$381K -8,345 Closed
CFA
1896
Compass Financial Advisors
Indiana
-$379K -8,299 Closed
BWP
1897
BSW Wealth Partners
Colorado
-$372K -8,149 Closed
CPC
1898
Congress Park Capital
New York
-$362K -7,925 Closed
ACM
1899
AlphaStar Capital Management
North Carolina
-$350K -7,650 Closed
HC
1900
Hamilton Capital
Ohio
-$349K -7,643 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.