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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
SF
201
Synovus Financial
Georgia
$13.4M +$103K +2,233 +0.8%
PE
202
Point72 Europe
United Kingdom
$13.1M +$7.01M +152,400 +107%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$13M -$651K -14,157 -5%
ACM
204
Advisors Capital Management
New Jersey
$12.8M +$91.9K +1,998 +0.7%
CCM
205
Canal Capital Management
Virginia
$12.6M -$4.56M -99,153 -26%
William Blair & Company
206
William Blair & Company
Illinois
$12.4M -$296K -6,435 -2%
Korea Investment Corp
207
Korea Investment Corp
South Korea
$12.3M
PSAMP
208
P. Schoenfeld Asset Management (PSAM)
New York
$12.1M +$12.5M +272,000 New
IIM
209
INTECH Investment Management
Florida
$12.1M -$1.43M -31,038 -10%
Boston Partners
210
Boston Partners
Massachusetts
$12.1M +$122K +2,649 +1%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$501K +10,890 +4%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$11.8M +$163K +3,535 +1%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$11.8M +$533K +11,592 +5%
First Manhattan
214
First Manhattan
New York
$11.6M -$8.37K -182 -0.1%
CAM
215
Centre Asset Management
New York
$11.6M +$3.69M +80,238 +45%
ProShare Advisors
216
ProShare Advisors
Maryland
$11.5M +$1.79M +38,880 +18%
SOADOR
217
State of Alaska Department of Revenue
Alaska
$11.5M -$214K -4,655 -2%
SSG
218
Summit Securities Group
New York
$11.4M -$1M -21,767 -8%
MOACM
219
Mutual of America Capital Management
New York
$11.3M -$23.4K -509 -0.2%
II
220
IFM Investors
Australia
$11.2M +$891K +19,381 +8%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$11.2M +$451K +9,820 +4%
MIH
222
Meitav Investment House
Israel
$11.1M +$7.18M +156,080 +198%
DekaBank Deutsche Girozentrale
223
DekaBank Deutsche Girozentrale
Germany
$11.1M +$32K +696 +0.3%
MFA
224
Mayflower Financial Advisors
Massachusetts
$11.1M +$306K +6,656 +3%
DADC
225
D.A. Davidson & Co
Montana
$11M +$196K +4,257 +2%

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.