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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 %
PWW
951
Pettyjohn Wood & White
Virginia
$658K – – –
DWM
952
Dorchester Wealth Management
Quebec, Canada
$651K +$13.6K +305 +2%
KFA
953
Kapstone Financial Advisors
Ohio
$650K +$809 +18 +0.1%
CA
954
Cornerstone Advisory
Maryland
$649K +$212K +4,743 +48%
PWP
955
Principle Wealth Partners
Connecticut
$645K – – –
MLA
956
My Legacy Advisors
Oregon
$644K +$5.34K +120 +0.8%
CAL
957
Capital Analysts LLC
Pennsylvania
$640K +$32.5K +729 +5%
VT
958
Vise Technologies
New York
$640K +$204K +4,575 +47%
TPWA
959
TRUE Private Wealth Advisors
Oregon
$638K +$4.46K +100 +0.7%
WFM
960
Wolff Financial Management
Michigan
$634K +$89 +2 +0%
SWMP
961
Signature Wealth Management Partners
New Jersey
$632K +$2.19K +49 +0.3%
BC
962
Bartlett & Co
Ohio
$632K -$15.6K -342 -2%
BCWM
963
Bartlett & Co Wealth Management
Ohio
$632K -$15.6K -342 -2%
GIA
964
Gladstone Institutional Advisory
Florida
$631K -$52.5K -1,176 -8%
RMAM
965
Raab & Moskowitz Asset Management
New Jersey
$630K -$1.34K -30 -0.2%
SXL
966
Summit X LLC
Missouri
$629K +$15K +337 +2%
ESB
967
Essex Savings Bank
Connecticut
$628K +$59.7K +1,339 +11%
HCP
968
Hexagon Capital Partners
Arkansas
$626K +$112K +2,507 +22%
KTC
969
Kistler-Tiffany Companies
Pennsylvania
$625K +$50.7K +1,137 +9%
TAM
970
Terrapin Asset Management
Florida
$625K – – –
OPTFSNA
971
Old Point Trust & Financial Services N A
Virginia
$625K +$22.3K +500 +4%
RFA
972
Resurgent Financial Advisors
Georgia
$624K -$45.7K -1,024 -7%
MPCG
973
Matrix Private Capital Group
New York
$624K -$3.24K -71 -0.5%
BJL
974
Brighton Jones LLC
Washington
$617K +$44.5K +998 +8%
DWM
975
Dakota Wealth Management
Florida
$616K +$4.42K +99 +0.7%
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