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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 %
CAM
901
Cozad Asset Management
Illinois
$759K +$8.3K +186 +1%
VCS
902
Vaughan & Co Securities
New Jersey
$757K +$20.7K +463 +3%
NL
903
NWAM LLC
Washington
$755K -$355K -7,962 -32%
BFA
904
Beacon Financial Advisory
Ohio
$754K +$49.4K +1,106 +7%
GCM
905
Gibraltar Capital Management
Oklahoma
$749K -$70K -1,568 -9%
TC
906
TownSquare Capital
Utah
$746K +$190K +4,251 +34%
BP
907
Ballentine Partners
Massachusetts
$744K +$214K +4,790 +40%
TNB
908
Thomasville National Bank
Georgia
$742K +$17.8K +400 +2%
APA
909
Astoria Portfolio Advisors
New York
$741K +$741K +16,669 New
B
910
Bailard
California
$740K +$3.3K +74 +0.4%
GIBU
911
Gulf International Bank (UK)
United Kingdom
$738K – – –
QCG
912
Quadrant Capital Group
Ohio
$736K +$26.1K +585 +4%
CAM
913
Columbia Asset Management
Michigan
$731K – – –
JHCP
914
Jackson Hole Capital Partners
Oklahoma
$729K +$339K +7,603 +87%
IW
915
Imprint Wealth
South Carolina
$728K +$728K +15,979 New
BFO
916
Boston Family Office
Massachusetts
$728K +$4.46K +100 +0.6%
CGA
917
Crescent Grove Advisors
Illinois
$725K +$12.8K +281 +2%
DWP
918
Daymark Wealth Partners
Ohio
$724K +$234K +5,239 +48%
FG
919
Fiduciary Group
Georgia
$719K -$46.9K -1,050 -6%
WIA
920
Westbourne Investment Advisors
Maryland
$718K – – –
WKWM
921
Walter & Keenan Wealth Management
Indiana
$714K +$112K +2,502 +19%
CB
922
Centennial Bank
Arkansas
$713K -$233K -5,212 -25%
WIP
923
WealthCare Investment Partners
Rhode Island
$709K +$279K +6,262 +65%
EHC
924
Everett Harris & Co
California
$708K – – –
IWN
925
Independent Wealth Network
Iowa
$708K +$10.1K +227 +1%
35 36
37
38 39