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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 %
WAM
1026
Walker Asset Management
Missouri
$568K -$15.6K -350 -3%
NAG
1027
Northstar Advisory Group
New Jersey
$567K +$30.6K +686 +6%
HI
1028
Human Investing
Oregon
$567K -$147K -3,299 -21%
IP
1029
Ignite Planners
California
$566K +$16.5K +371 +3%
SWA
1030
Sax Wealth Advisors
New Jersey
$566K +$31.7K +711 +6%
TG
1031
TCW Group
California
$565K – – –
SOAMC
1032
Spirit of America Management Corp
New York
$564K – – –
BO
1033
Bank OZK
Arkansas
$562K -$39.3K -880 -7%
NAS
1034
Nicolet Advisory Services
Wisconsin
$561K +$10.2K +230 +2%
FWTB
1035
First Western Trust Bank
Colorado
$561K -$1.87K -42 -0.3%
LWCFA
1036
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$560K -$278K -6,225 -33%
SBH
1037
Segall Bryant & Hamill
Illinois
$554K -$43.5K -975 -7%
SCM
1038
Shelton Capital Management
Colorado
$551K +$40.9K +916 +8%
MFG
1039
MidWestOne Financial Group
Iowa
$549K -$44.6K -1,000 -8%
CCT
1040
Capital City Trust
Florida
$548K +$24K +538 +5%
SFI
1041
SPC Financial Inc
Maryland
$548K +$33.4K +748 +6%
HI
1042
Hendershot Investments
Virginia
$547K -$6.69K -150 -1%
CCWM
1043
Cassaday & Co Wealth Management
Virginia
$546K +$9.01K +202 +2%
DWA
1044
Douglass Winthrop Advisors
New York
$543K – – –
CI
1045
CX Institutional
Indiana
$543K -$3.54M -78,676 -87%
WP
1046
Westmount Partners
California
$542K +$18.8K +422 +4%
PIA
1047
Pinion Investment Advisors
Kansas
$540K -$1.29K -29 -0.2%
CNBT
1048
Canandaigua National Bank & Trust
New York
$537K +$537K +12,039 New
RT
1049
Rockland Trust
Massachusetts
$535K +$246K +5,515 +85%
CAAS
1050
Capital Asset Advisory Services
Michigan
$535K +$26.2K +587 +5%
40 41
42
43 44