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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 %
MWM
976
Modera Wealth Management
New Jersey
$615K -$7.41K -166 -1%
QI
977
Qtron Investments
Massachusetts
$615K – – –
NGA
978
Naples Global Advisors
Florida
$614K +$171K +3,767 +38%
BMA
979
Brooks Moore & Associates
Tennessee
$614K +$155K +3,473 +34%
STA
980
Summit Trail Advisors
New York
$612K +$66.7K +1,464 +12%
GCWM
981
Graham Capital Wealth Management
District of Columbia
$612K +$612K +1,372 New
CF
982
Clarity Financial
Texas
$609K +$609K +13,651 New
PI
983
PFG Investments
New York
$606K +$606K +13,571 New
IP
984
Intellectus Partners
California
$604K +$55.4K +1,215 +10%
PWPS
985
Pinnacle Wealth Planning Services
Ohio
$603K +$402 +9 +0.1%
KWS
986
Keystone Wealth Services
California
$603K -$3.08K -69 -0.5%
MGAM
987
McGowan Group Asset Management
Texas
$602K +$98.1K +2,198 +19%
FMWA
988
Forvis Mazars Wealth Advisors
Missouri
$600K -$10.8K -243 -2%
GP
989
Girard Partners
Pennsylvania
$600K +$20.1K +450 +3%
CA
990
Continuum Advisory
Idaho
$600K +$38.5K +863 +7%
SG
991
Stonnington Group
California
$598K +$67.5K +1,500 +13%
OIA
992
Optimum Investment Advisors
Illinois
$597K -$21.6K -485 -4%
BFA
993
Bill Few Associates
Pennsylvania
$596K +$6.69K +150 +1%
MIM
994
Marco Investment Management
Georgia
$596K -$4.28K -96 -0.7%
VCAM
995
Van Cleef Asset Management
Ohio
$596K +$134 +3 +0%
ACS
996
Archford Capital Strategies
Illinois
$595K +$57.8K +1,302 +11%
PWMG
997
Prestige Wealth Management Group
New Jersey
$592K +$483K +10,600 +442%
AAM
998
Aureus Asset Management
Massachusetts
$592K +$580 +13 +0.1%
NRS
999
Neville Rodie & Shaw
New York
$591K – – –
CC
1000
Chicago Capital
Illinois
$591K -$446 -10 -0.1%
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