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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 %
KFC
851
Klingenstein Fields & Co
New York
$857K -$56K -1,254 -6%
TCWM
852
Total Clarity Wealth Management
Illinois
$856K +$36.9K +827 +5%
FSA
853
Franklin Street Advisors
North Carolina
$852K -$10.3K -230 -1%
WDC
854
Woodward Diversified Capital
California
$846K +$4.33K +97 +0.5%
KCFA
855
Key Client Fiduciary Advisors
New Jersey
$844K +$134K +2,998 +19%
RCM
856
Radnor Capital Management
Pennsylvania
$839K +$6.43K +144 +0.8%
MSS
857
Mitchell Sinkler & Starr
Pennsylvania
$839K +$11K +246 +1%
CGL
858
Clarius Group LLC
Washington
$830K +$63.3K +1,419 +8%
TCM
859
Tufton Capital Management
Maryland
$829K -$154K -3,455 -16%
LCGC
860
Legacy Capital Group California
California
$825K +$825K +18,488 New
MCM
861
Mork Capital Management
California
$821K -$53.1K -1,190 -6%
KI
862
Kula Investments
Illinois
$821K +$512K +11,467 +165%
KCM
863
Kanawha Capital Management
Virginia
$821K -$24.8K -556 -3%
QPBE
864
Quintet Private Bank (Europe)
Luxembourg
$819K +$819K +18,351 New
CSPIA
865
Cary Street Partners Investment Advisory
Virginia
$814K -$5.98K -134 -0.7%
CT
866
Chicago Trust
Illinois
$813K -$90K -2,018 -10%
TWM
867
Tradition Wealth Management
Minnesota
$811K +$176K +3,938 +28%
MWM
868
Mission Wealth Management
California
$811K -$60.9K -1,365 -7%
DLCIG
869
D.L. Carlson Investment Group
New Hampshire
$810K -$893K -20,025 -52%
JIC
870
Joel Isaacson & Co
New York
$809K +$759 +17 +0.1%
CT
871
Cambridge Trust
Massachusetts
$807K -$26.8K -600 -3%
NSIM
872
North Star Investment Management
Illinois
$806K +$759 +17 +0.1%
ECM
873
Evergreen Capital Management
Washington
$805K +$92.5K +2,025 +13%
HWA
874
HCR Wealth Advisors
California
$804K +$1.55K +34 +0.2%
CIM
875
Cambria Investment Management
California
$803K -$89.2K -2,000 -10%
33 34
35
36 37