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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
LGF
1901
LGT Group Foundation
Liechtenstein
-$328K -7,168 Closed
PAM
1902
Premier Asset Management
Illinois
-$306K -6,688 Closed
BCAM
1903
Boston Common Asset Management
Massachusetts
-$294K -6,436 Closed
KWM
1904
Kolinsky Wealth Management
New Jersey
-$273K -5,976 Closed
CCA
1905
Childress Capital Advisors
Texas
-$270K -5,896 Closed
GCM
1906
Gallacher Capital Management
Colorado
-$264K -5,777 Closed
VDI
1907
Vaughan David Investments
Illinois
-$248K -5,419 Closed
MCM
1908
Monument Capital Management
Virginia
-$247K -5,410 Closed
XS
1909
XR Securities
Illinois
-$247K -5,394 Closed
SEIA
1910
Signature Estate & Investment Advisors
California
-$238K -5,220 Closed
CWP
1911
Core Wealth Partners
California
-$417K -5,182 Closed
RCA
1912
Resonant Capital Advisors
Wisconsin
-$234K -5,010 Closed
FFA
1913
Fragasso Financial Advisors
Pennsylvania
-$219K -4,796 Closed
HIS
1914
Horizon Investment Services
Indiana
-$219K -4,791 Closed
SSWM
1915
Smith Salley Wealth Management
North Carolina
-$216K -4,722 Closed
C
1916
CEDRUS
Colorado
-$208K -4,551 Closed
CWM
1917
Centurion Wealth Management
Virginia
-$208K -4,550 Closed
CPSAC
1918
Chas P. Smith & Associates (CPS)
Florida
-$204K -4,461 Closed
SCM
1919
SOL Capital Management
Maryland
-$204K -4,460 Closed
PFM
1920
Patton Fund Management
Texas
-$204K -4,457 Closed
CJFS
1921
Coulter & Justus Financial Services
Tennessee
-$203K -4,447 Closed
WCM
1922
Wallace Capital Management
Texas
-$203K -4,445 Closed
FAG
1923
Financial Advisory Group
Texas
-$203K -4,439 Closed
GWMIA
1924
Global Wealth Management Investment Advisory
Florida
-$202K -4,425 Closed
AFO
1925
Allie Family Office
Florida
-$202K -4,415 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.