Altria Group
1,880 hedge funds and large institutions have $47.5B invested in Altria Group in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 765 increasing their positions, 710 reducing their positions, and 94 closing their positions.
29% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 94
25% more call options, than puts
Call options by funds: $637M | Put options by funds: $508M
8% more repeat investments, than reductions
Existing positions increased: 765 | Existing positions reduced: 710
1% more capital invested
Capital invested by funds: $46.8B → $47.5B (+$657M)
1% more funds holding
Funds holding: 1,868 → 1,880 (+12)
0.04% less ownership
Funds ownership: 58.76% → 58.72% (-0.04%)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$342M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$203M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$142M |
| 4 |
Barclays
London,
United Kingdom
|
+$113M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$71.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$182M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$175M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$136M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$94.7M |
| 5 |
Fayez Sarofim & Co
Houston,
Texas
|
-$82.5M |
MO Hedge Fund Activity: Q2 2023 in Review
1,880 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2023, worth a combined $47.5B — up 1.4% from $46.8B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new MO positions and 94 closed out — a net gain of 27 holders — while 765 added to existing stakes and 710 trimmed.
The largest buyer was Capital World Investors, adding an estimated $342M. The largest seller was Capital Research Global Investors, cutting an estimated $182M.
- 1,880 institutional investors held Altria Group (MO) as of Q2 2023, up from 1,868 in Q1 2023.
- Funds reported $47.5B of Altria Group stock for Q2 2023, up 1.4% quarter-over-quarter.
- 121 funds opened new Altria Group positions in Q2 2023 and 94 closed out, a net change of +27 holders.
- The largest Altria Group buyer in Q2 2023 was Capital World Investors, an estimated $342M added.
- The largest Altria Group seller in Q2 2023 was Capital Research Global Investors, an estimated $182M sold.
Based on aggregated 13F filings for Q2 2023.