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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 %
CSI
1051
Cross Staff Investments
New York
$534K – – –
AWE
1052
Avidian Wealth Enterprises
Texas
$530K +$6.43K +144 +1%
CFP
1053
Catalyst Financial Partners
Massachusetts
$529K +$207K +4,631 +64%
WSCM
1054
Wellington Shields Capital Management
New York
$529K – – –
CD
1055
Chapin Davis
Maryland
$527K +$15.5K +348 +3%
OBWG
1056
Onyx Bridge Wealth Group
New York
$527K +$61.1K +1,370 +13%
MWM
1057
Mattern Wealth Management
Kansas
$527K -$6.69K -150 -1%
BMWM
1058
Brown Miller Wealth Management
Virginia
$525K +$45 +1 +0%
GL
1059
Graypoint LLC
New York
$524K +$168K +3,770 +47%
WAM
1060
WFA Asset Management
Wisconsin
$523K +$10K +224 +2%
CWM
1061
C2C Wealth Management
Arizona
$522K +$80.6K +1,800 +18%
EAM
1062
Evanson Asset Management
California
$522K -$40.1K -898 -7%
BC
1063
Burney Company
Virginia
$520K +$1.92K +43 +0.4%
AWA
1064
Arkadios Wealth Advisors
Georgia
$519K +$160K +3,581 +44%
LSAG
1065
Lake Street Advisors Group
New Hampshire
$518K +$31.7K +711 +7%
ANTB
1066
AMG National Trust Bank
Colorado
$518K +$518K +11,604 New
UBV
1067
United Bank (Virginia)
Virginia
$517K -$48.9K -1,096 -9%
HC
1068
HNP Capital
New York
$517K -$14.8K -332 -3%
VRM
1069
Vectors Research Management
New York
$516K -$15.5K -347 -3%
CRI
1070
Colonial River Investments
Virginia
$516K – – –
TCOO
1071
Trust Company of Oklahoma
Oklahoma
$515K – – –
DSC
1072
Duncker Streett & Co
Missouri
$514K -$1.79K -40 -0.3%
PFP
1073
Paragon Financial Partners
California
$514K +$2.72K +61 +0.5%
MA
1074
MONECO Advisors
Connecticut
$512K +$64.6K +1,448 +14%
GLA
1075
Great Lakes Advisors
Illinois
$511K -$2.12M -47,401 -81%
41 42
43
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