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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 %
LC
876
Lindbrook Capital
California
$798K -$2.28K -51 -0.3%
PGAM
877
Princeton Global Asset Management
New Jersey
$798K – – –
CHA
878
Carmichael Hill & Associates
Maryland
$796K +$53.9K +1,208 +7%
MIM
879
Meixler Investment Management
Arizona
$796K -$1.17M -26,155 -59%
KA
880
KLCM Advisors
Wisconsin
$796K – – –
DS
881
DRW Securities
Illinois
$793K +$793K +17,763 New
SC
882
Sonen Capital
California
$793K +$18K +396 +2%
WA
883
Waverly Advisors
Alabama
$790K -$235K -5,275 -23%
FWM
884
Finer Wealth Management
Massachusetts
$788K – – –
PCS
885
Personal CFO Solutions
New Jersey
$787K -$4.64K -104 -0.6%
OLA
886
Oliver Luxxe Assets
New Jersey
$786K – – –
PT
887
Plimoth Trust
Massachusetts
$782K -$34.8K -780 -4%
EWG
888
Executive Wealth Group
Washington
$780K +$15.4K +346 +2%
TPCW
889
TD Private Client Wealth
New York
$771K -$1.79M -40,073 -70%
PP
890
Patron Partners
Texas
$771K +$26.8K +600 +4%
WTA
891
Washington Trust Advisors
Massachusetts
$768K -$8.92K -200 -1%
EP
892
Eudaimonia Partners
Tennessee
$768K +$133K +2,986 +21%
FNBTCON
893
First National Bank & Trust Co of Newtown
Pennsylvania
$767K -$21.9K -490 -3%
EF
894
Exeter Financial
Arizona
$766K -$38.2K -859 -5%
MLL
895
Moody Lynn & Lieberson
Massachusetts
$763K – – –
BOH
896
Bank of Hawaii
Hawaii
$762K -$60.4K -1,354 -7%
MIM
897
MTM Investment Management
South Carolina
$761K +$357 +8 +0%
CFA
898
CWS Financial Advisors
Michigan
$760K -$89.5K -2,005 -11%
EWM
899
Evercore Wealth Management
New York
$760K +$56.3K +1,262 +8%
EGA
900
Eagle Global Advisors
Texas
$760K – – –
34 35
36
37 38