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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
UAS
1926
United Asset Strategies
New York
-$201K -4,399 Closed
MFWP
1927
Mosaic Family Wealth Partners
Missouri
-$201K -4,393 Closed
OFW
1928
Omnia Family Wealth
Florida
-$204K -4,364 Closed
CA
1929
Corrado Advisors
New Jersey
-$159K -3,482 Closed
GMA
1930
Glassy Mountain Advisors
Maryland
-$142K -3,100 Closed
WOSD
1931
WFA of San Diego
California
-$126K -2,753 Closed
NSB
1932
Norway Savings Bank
Maine
-$98.3K -2,150 Closed
PH
1933
Pinnacle Holdings
Oklahoma
-$89K -1,946 Closed
CAS
1934
Coppell Advisory Solutions
Texas
-$77.9K -1,705 Closed
CASC
1935
Coppell Advisory Solutions Corp
Texas
-$77.9K -1,705 Closed
MWM
1936
MinichMacGregor Wealth Management
New York
-$60.2K -1,317 Closed
DWP
1937
Destiny Wealth Partners
Florida
-$52.8K -1,156 Closed
LAM
1938
Lakewood Asset Management
Illinois
-$50K -1,100 Closed
DFCM
1939
Dark Forest Capital Management
Puerto Rico
-$33.8K -739 Closed
CJL
1940
Cyrus J. Lawrence
New York
-$30K -667 Closed
Credit Agricole
1941
Credit Agricole
France
-$23.3K -509 Closed
EE
1942
EWG Elevate
California
-$17.9K -392 Closed
AF
1943
Affiance Financial
Minnesota
-$17.1K -375 Closed
VF
1944
VitalStone Financial
Texas
-$17K -375 Closed
MTIM
1945
Marathon Trading Investment Management
Pennsylvania
-$15.4K -334 Closed
GIA
1946
Goodwin Investment Advisory
Georgia
-$15.1K -330 Closed
ST
1947
Sageworth Trust
Pennsylvania
-$14K -300 Closed
HWP
1948
Highline Wealth Partners
California
-$13.1K -285 Closed
PFC
1949
Phocas Financial Corp
California
-$12.5K -273 Closed
SC
1950
Sierra Capital
Florida
-$12K -270 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.