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Altria Group

1,895 hedge funds and large institutions have $48.9B invested in Altria Group in 2022 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 716 increasing their positions, 661 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 81

26% more call options, than puts

Call options by funds: $892M | Put options by funds: $710M

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more capital invested

Capital invested by funds: $42.4B → $48.9B (+$6.41B)

8% more funds holding

Funds holding: 1,7621,895 (+133)

8% more repeat investments, than reductions

Existing positions increased: 716 | Existing positions reduced: 661

0.29% more ownership

Funds ownership: 58.58%58.87% (+0.29%)

Holders
1,895
Holders Change
+133
Holders Change %
+7.55%
% of All Funds
30.46%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.47%
New
248
Increased
716
Reduced
661
Closed
81
Calls
$892M
Puts
$710M
Net Calls
+$182M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.33B +$55.5M +1,224,558 +0.8%
BlackRock
2
BlackRock
New York
$5.74B -$307M -6,779,227 -5%
State Street
3
State Street
Massachusetts
$3.37B +$31.4M +692,250 +1%
Capital World Investors
4
Capital World Investors
California
$3.21B -$388M -8,565,648 -11%
Charles Schwab
5
Charles Schwab
California
$2B +$159M +3,516,646 +9%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.62B +$667M +14,714,666 +71%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.61B +$9.91M +218,861 +0.6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.06B -$56.2M -1,241,598 -5%
Capital International Investors
9
Capital International Investors
California
$944M +$7.01M +154,838 +0.8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$903M -$216M -4,768,857 -19%
AWA
11
Arete Wealth Advisors
Illinois
$891M +$76.9K +1,697 +10%
Northern Trust
12
Northern Trust
Illinois
$811M -$1.65M -36,367 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$782M +$69.4M +1,531,337 +10%
Bank of America
14
Bank of America
North Carolina
$721M -$41.5M -916,311 -5%
GQG Partners
15
GQG Partners
Florida
$557M +$552M +12,175,572 New
Invesco
16
Invesco
Georgia
$544M +$124M +2,728,808 +30%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$526M -$53.2M -1,175,294 -9%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$487M +$53.8M +1,187,135 +13%
Legal & General Group
19
Legal & General Group
United Kingdom
$451M -$35M -772,232 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$407M +$2.97M +65,584 +0.7%
JP Morgan Chase
21
JP Morgan Chase
New York
$396M -$13.9M -306,866 -3%
Goldman Sachs
22
Goldman Sachs
New York
$356M +$94.2M +2,080,436 +36%
Ameriprise
23
Ameriprise
Minnesota
$355M -$22.4M -494,438 -6%
Swiss National Bank
24
Swiss National Bank
Switzerland
$335M -$23.9M -527,432 -7%
First Trust Advisors
25
First Trust Advisors
Illinois
$330M +$80.4M +1,774,297 +33%

MO Hedge Fund Activity: Q4 2022 in Review

1,895 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2022, worth a combined $48.9B — up 15% from $42.4B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new MO positions and 81 closed out — a net gain of 167 holders — while 716 added to existing stakes and 661 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $667M. The largest seller was Capital World Investors, cutting an estimated $388M.

  • 1,895 institutional investors held Altria Group (MO) as of Q4 2022, up from 1,762 in Q3 2022.
  • Funds reported $48.9B of Altria Group stock for Q4 2022, up 15% quarter-over-quarter.
  • 248 funds opened new Altria Group positions in Q4 2022 and 81 closed out, a net change of +167 holders.
  • The largest Altria Group buyer in Q4 2022 was Capital Research Global Investors, an estimated $667M added.
  • The largest Altria Group seller in Q4 2022 was Capital World Investors, an estimated $388M sold.

Based on aggregated 13F filings for Q4 2022.