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Altria Group
MO

Overview Fund Activity

1,858 hedge funds and large institutions have $46.8B invested in Altria Group in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 808 increasing their positions, 654 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,858
Holders Change
-29
Holders Change %
-1.54%
% of All Funds
29.74%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
110
Increased
808
Reduced
654
Closed
95
Calls
$738M
Puts
$580M
Net Calls
+$158M
Net Calls Change
-$23.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$827M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
3
Goldman Sachs
Goldman Sachs
New York
+$127M
4
Marshall Wace
Marshall Wace
United Kingdom
+$86.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$86M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$539M
2
Capital International Investors
Capital International Investors
California
-$238M
3
BlackRock
BlackRock
New York
-$214M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$155M
5
State Street
State Street
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAI
326
Hennessy Advisors Inc
California
$5.6M +$567K +12,700 +11%
BPA
327
Beacon Pointe Advisors
California
$5.59M +$1.49M +33,296 +36%
IAA
328
Independent Advisor Alliance
North Carolina
$5.55M +$235K +5,258 +4%
WW
329
Windle Wealth
Oklahoma
$5.51M +$114K +2,559 +2%
AI
330
Atria Investments
North Carolina
$5.49M +$256K +5,727 +5%
IMA
331
Investment Management Associates
Colorado
$5.43M -$2.47M -55,338 -31%
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.43M +$599K +13,337 +12%
RFC
333
Regions Financial Corp
Alabama
$5.39M -$115K -2,574 -2%
CC
334
Claybrook Capital
Massachusetts
$5.37M +$458K +10,265 +9%
Nomura Holdings
335
Nomura Holdings
Japan
$5.36M -$199K -4,457 -4%
BCV
336
Banque Cantonale Vaudoise
Switzerland
$5.33M -$69.8K -1,565 -1%
CSIC
337
Clifford Swan Investment Counsel
California
$5.29M -$23.6K -530 -0.4%
KWM
338
Kingsview Wealth Management
Oregon
$5.29M +$124K +2,787 +2%
BHWA
339
Beacon Harbor Wealth Advisors
Virginia
$5.27M -$419K -9,384 -7%
KBC Group
340
KBC Group
Belgium
$5.26M +$354K +7,930 +7%
HR
341
Howe & Rusling
New York
$5.25M +$60.2K +1,350 +1%
NB
342
Norinchukin Bank
Japan
$5.22M +$141K +3,163 +3%
PGFC
343
Peapack-Gladstone Financial Corp
New Jersey
$5.2M -$248K -5,485 -5%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$5.18M +$13.4K +300 +0.3%
D.E. Shaw & Co
345
D.E. Shaw & Co
New York
$5.18M -$278K -6,224 -5%
WG
346
Winton Group
United Kingdom
$5.14M +$422K +9,450 +9%
CCM
347
Callodine Capital Management
Massachusetts
$5.13M -$2.01M -45,000 -28%
PSP
348
Principal Street Partners
Tennessee
$5.11M +$118K +2,633 +2%
BL
349
BCWM LLC
Kansas
$5.11M +$137K +3,074 +3%
SPIA
350
Steward Partners Investment Advisory
New York
$5.07M +$36K +806 +0.7%
12 13
14
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