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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 %
PTC
601
Private Trust Company
Ohio
$1.73M -$3.26K -73 -0.2%
HT
602
HAP Trading
New York
$1.72M +$1.72M +38,518 New
SB
603
Simmons Bank
Arkansas
$1.71M -$217K -4,863 -11%
CCM
604
Coldstream Capital Management
Washington
$1.71M -$68K -1,525 -4%
NW
605
NewEdge Wealth
Pennsylvania
$1.69M +$51.4K +1,151 +3%
RAG
606
RIA Advisory Group
Iowa
$1.69M +$668K +14,962 +65%
MIC
607
Means Investment Company
Maine
$1.69M -$49.4K -1,106 -3%
SW
608
SVB Wealth
Massachusetts
$1.68M +$95.4K +2,137 +6%
WWM
609
Western Wealth Management
Colorado
$1.68M +$214K +4,790 +15%
Fisher Asset Management
610
Fisher Asset Management
Washington
$1.68M -$296K -6,635 -15%
IAMOG
611
Investors Asset Management of Georgia
Georgia
$1.68M -$116K -2,600 -6%
RBA
612
Richard Bernstein Advisors
New York
$1.67M – – –
ISWM
613
Independent Solutions Wealth Management
New York
$1.67M +$71.6K +1,605 +4%
SC
614
Savant Capital
Illinois
$1.67M +$152K +3,396 +10%
WTB
615
Washington Trust Bank
Washington
$1.67M -$1.92K -43 -0.1%
IGWM
616
ICA Group Wealth Management
Colorado
$1.67M +$63.8K +1,429 +4%
Vontobel Holding
617
Vontobel Holding
Switzerland
$1.66M +$259K +5,801 +18%
OIA
618
OneDigital Investment Advisors
Kansas
$1.66M +$18.2K +407 +1%
LIM
619
Loudon Investment Management
New Hampshire
$1.66M – – –
FCCM
620
First City Capital Management
Georgia
$1.66M +$54.2K +1,141 +3%
IWM
621
IHT Wealth Management
Illinois
$1.66M +$178 +4 +0%
PS
622
Pensionfund Sabic
Netherlands
$1.65M -$178K -4,000 -10%
DCM
623
Dupont Capital Management
Delaware
$1.65M +$389K +8,713 +31%
SC
624
Stolper & Co
Oklahoma
$1.64M +$257K +5,766 +19%
CWM
625
Cornerstone Wealth Management
Missouri
$1.63M +$1.63M +36,568 New
23 24
25
26 27