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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.23B +$72.1M +1,568,484 +1%
BlackRock
2
BlackRock
New York
$5.39B -$220M -4,792,570 -4%
Capital World Investors
3
Capital World Investors
California
$3.96B +$852M +18,540,355 +26%
State Street
4
State Street
Massachusetts
$3.16B -$135M -2,946,999 -4%
Charles Schwab
5
Charles Schwab
California
$1.86B -$93.6M -2,035,870 -5%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.72B +$152M +3,313,357 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.6B +$30.9M +671,929 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.12B +$88.6M +1,926,492 +8%
Morgan Stanley
9
Morgan Stanley
New York
$823M +$61.4M +1,335,374 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$806M -$77.7M -1,690,331 -9%
Northern Trust
11
Northern Trust
Illinois
$776M -$16M -348,424 -2%
Bank of America
12
Bank of America
North Carolina
$758M +$56.5M +1,229,942 +8%
Capital International Investors
13
Capital International Investors
California
$684M -$245M -5,331,436 -26%
Invesco
14
Invesco
Georgia
$526M -$5.79M -125,909 -1%
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$514M +$310K +6,749 +0.1%
Goldman Sachs
16
Goldman Sachs
New York
$475M +$131M +2,850,538 +37%
Legal & General Group
17
Legal & General Group
United Kingdom
$437M -$3.14M -68,407 -0.7%
Ameriprise
18
Ameriprise
Minnesota
$351M +$4.42M +96,201 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$341M -$46.8M -1,017,386 -12%
First Trust Advisors
20
First Trust Advisors
Illinois
$341M +$19.8M +431,495 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$337M -$62.3M -1,354,322 -15%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$321M -$159M -3,467,557 -33%
Swiss National Bank
23
Swiss National Bank
Switzerland
$317M -$9.5M -206,600 -3%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$290M +$60.2M +1,308,730 +25%
Harris Associates
25
Harris Associates
Illinois
$283M +$9.93M +215,974 +4%

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.