Altria Group
1,838 hedge funds and large institutions have $43.6B invested in Altria Group in 2023 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 731 increasing their positions, 716 reducing their positions, and 123 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 731 | Existing positions reduced: 716
0.3% less ownership
Funds ownership: 58.65% → 58.35% (-0.3%)
5% less call options, than puts
Call options by funds: $590M | Put options by funds: $621M
2% less funds holding
Funds holding: 1,881 → 1,838 (-43)
8% less funds holding in top 10
Funds holding in top 10: 25 → 23 (-2)
8% less capital invested
Capital invested by funds: $47.5B → $43.6B (-$3.85B)
15% less first-time investments, than exits
New positions opened: 105 | Existing positions closed: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$359M |
| 2 |
Goldman Sachs
New York
|
+$113M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$107M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$103M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$74.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$955M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$378M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$106M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$102M |
| 5 |
State Street
Boston,
Massachusetts
|
-$100M |
MO Hedge Fund Activity: Q3 2023 in Review
1,838 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2023, worth a combined $43.6B — down 8.1% from $47.5B a quarter earlier.
Sellers outnumbered buyers: 123 funds closed out of MO and 105 opened new positions — a net loss of 18 holders — while 716 trimmed existing stakes and 731 added.
The largest buyer was BlackRock, adding an estimated $359M. The largest seller was Capital Research Global Investors, cutting an estimated $955M.
- 1,838 institutional investors held Altria Group (MO) as of Q3 2023, down from 1,881 in Q2 2023.
- Funds reported $43.6B of Altria Group stock for Q3 2023, down 8.1% quarter-over-quarter.
- 105 funds opened new Altria Group positions in Q3 2023 and 123 closed out, a net change of -18 holders.
- The largest Altria Group buyer in Q3 2023 was BlackRock, an estimated $359M added.
- The largest Altria Group seller in Q3 2023 was Capital Research Global Investors, an estimated $955M sold.
Based on aggregated 13F filings for Q3 2023.