MO icon

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 %
CA
826
Cortland Associates
Missouri
$899K +$63.7K +1,428 +8%
BPWM
827
Badgley Phelps Wealth Managers
Washington
$899K -$72.6K -1,626 -7%
CB
828
Cadence Bank
Mississippi
$898K +$9.1K +204 +1%
BFIM
829
Beese Fulmer Investment Management
Ohio
$897K -$44.6K -1,000 -5%
KCM
830
Kathmere Capital Management
Pennsylvania
$896K +$15.4K +345 +2%
WFS
831
Widmann Financial Services
Maryland
$895K -$17.4K -389 -2%
BHBT
832
Burke & Herbert Bank & Trust
Virginia
$894K -$26.8K -600 -3%
TAM
833
Titleist Asset Management
Texas
$893K +$893K +20,015 New
JCM
834
Jacobi Capital Management
Pennsylvania
$892K +$9.95K +223 +1%
EF
835
Empirical Finance
Pennsylvania
$891K -$72K -1,613 -7%
SIM
836
Stratos Investment Management
Ohio
$889K +$15.8K +353 +2%
BMC
837
Beaton Management Company
Massachusetts
$885K – – –
DPIM
838
Duff & Phelps Investment Management
Illinois
$884K – – –
SFFS
839
Stonehage Fleming Financial Services
Jersey
$882K – – –
BST
840
Bath Savings Trust
Maine
$881K +$3.08K +69 +0.4%
H
841
HoyleCohen
California
$878K +$9.15K +205 +1%
WSTAM
842
Wilbanks Smith & Thomas Asset Management
Virginia
$877K +$73.5K +1,647 +9%
LI
843
LMCG Investments
Massachusetts
$864K -$28.5K -638 -3%
CCG
844
Coastwise Capital Group
California
$863K +$176K +3,946 +26%
VCM
845
Viewpoint Capital Management
Washington
$863K -$26.8K -601 -3%
VCM
846
Virtue Capital Management
Tennessee
$862K +$200K +4,274 +30%
THWM
847
Taylor Hoffman Wealth Management
Virginia
$861K +$54K +1,210 +7%
TAM
848
Taurus Asset Management
New York
$860K -$2.23K -50 -0.3%
FT
849
Fiduciary Trust
Massachusetts
$859K -$6.11K -137 -0.7%
ZF
850
Zhang Financial
Michigan
$858K +$402 +9 +0%
32 33
34
35 36