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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
Robeco Institutional Asset Management
176
Robeco Institutional Asset Management
Netherlands
$18.2M +$1.44M +31,381 +8%
GT
177
Glenmede Trust
Pennsylvania
$17.9M +$4.98M +108,385 +37%
MML Investors Services
178
MML Investors Services
Massachusetts
$17.3M -$10.6M -230,201 -37%
CAN
179
Cetera Advisor Networks
California
$17.2M +$888K +19,322 +5%
HTI
180
Hikari Tsushin Inc
Japan
$16.9M -$2.23M -48,506 -11%
TPSF
181
Texas Permanent School Fund
Texas
$16.6M +$5.41M +117,621 +46%
VanEck Associates
182
VanEck Associates
New York
$16.6M +$2.07M +45,018 +14%
TH
183
TCTC Holdings
Texas
$16.4M -$8.46K -184 -0.1%
AAM
184
Advisors Asset Management
Colorado
$16.2M -$27.6K -601 -0.2%
Balyasny Asset Management
185
Balyasny Asset Management
Illinois
$15.6M +$16.1M +350,444 New
CA
186
Cetera Advisors
Colorado
$15.4M -$289K -6,295 -2%
Voloridge Investment Management
187
Voloridge Investment Management
Florida
$15.2M -$9.79M -212,898 -39%
DZ Bank
188
DZ Bank
Germany
$15.1M +$14.2M +308,474 +1,015%
JMPWA
189
JP Morgan Private Wealth Advisors
California
$15.1M +$580K +12,624 +4%
SFI
190
Susquehanna Fundamental Investments
Pennsylvania
$14.8M -$2.58M -56,030 -14%
GRQ
191
Gardner Russo & Quinn
Pennsylvania
$14.5M -$32.3K -702 -0.2%
IMRF
192
Illinois Municipal Retirement Fund
Illinois
$14.3M +$469K +10,207 +3%
URS
193
Utah Retirement Systems
Utah
$14.3M +$46.7K +1,016 +0.3%
KAS
194
Kestra Advisory Services
Texas
$14.1M -$3.39M -73,676 -19%
Neuberger Berman Group
195
Neuberger Berman Group
New York
$14M +$333K +7,236 +2%
TIP
196
Torray Investment Partners
Maryland
$13.8M -$1.43M -31,059 -9%
COPPSERS
197
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.5M -$11.3K -246 -0.1%
NYLIM
198
New York Life Investment Management
New York
$13.5M +$79.8K +1,736 +0.6%
Massachusetts Financial Services
199
Massachusetts Financial Services
Massachusetts
$13.5M +$9.88M +214,840 +248%
IIM
200
Intact Investment Management
Quebec, Canada
$13.4M

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.