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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 %
AWM
651
Axxcess Wealth Management
California
$1.5M -$2.8M -62,759 -65%
MCM
652
Mill Capital Management
North Carolina
$1.48M -$154K -3,443 -9%
TCPWM
653
Traverso Chambers Private Wealth Management
California
$1.48M – – –
BFEC
654
Benjamin F. Edwards & Company
Missouri
$1.48M +$63.9K +1,431 +5%
PPP
655
Private Portfolio Partners
New Jersey
$1.48M -$37.6K -842 -2%
MSA
656
Marino Stram & Associates
Massachusetts
$1.47M +$22.1K +495 +2%
ZCM
657
Ziegler Capital Management
Illinois
$1.46M -$6.26K -140 -0.4%
LA
658
Lynch & Associates
Indiana
$1.46M -$4.95K -111 -0.3%
SG Americas Securities
659
SG Americas Securities
New York
$1.46M +$1.27M +28,576 +692%
TMAM
660
Tokio Marine Asset Management
Japan
$1.46M +$183K +4,093 +14%
RFG
661
Range Financial Group
Oregon
$1.45M +$196K +4,387 +16%
I
662
InceptionR
California
$1.44M +$1.44M +32,245 New
PA
663
Parallel Advisors
California
$1.44M +$381K +8,538 +36%
TRCT
664
Tower Research Capital (TRC)
New York
$1.44M -$274K -6,144 -16%
VA
665
Valmark Advisers
Ohio
$1.43M +$803 +18 +0.1%
EP
666
Edgestream Partners
New Jersey
$1.43M +$983K +22,028 +222%
AI
667
ArchPoint Investors
Florida
$1.42M – – –
Bessemer Group
668
Bessemer Group
New Jersey
$1.42M -$189K -4,230 -12%
EWM
669
Empirical Wealth Management
Washington
$1.41M +$251K +5,627 +22%
BAM
670
Berkshire Asset Management
Pennsylvania
$1.41M -$185K -4,141 -12%
FCA
671
Fortis Capital Advisors
Kansas
$1.41M +$1.1M +24,646 +359%
LTAS
672
Linden Thomas Advisory Services
North Carolina
$1.41M +$155K +3,482 +12%
JIP
673
Jaffetilchin Investment Partners
Florida
$1.41M +$19K +425 +1%
LDB
674
Lee, Danner & Bass
Tennessee
$1.4M -$101K -2,270 -7%
BSW
675
Buckingham Strategic Wealth
Missouri
$1.39M – – –
25 26
27
28 29