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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 %
CAG
1076
Crestwood Advisors Group
Massachusetts
$510K -$64.4K -1,444 -11%
RA
1077
RFG Advisory
Alabama
$510K +$11.7K +263 +2%
MCA
1078
MSH Capital Advisors
Arizona
$509K +$13.5K +303 +3%
CCB
1079
Cutter & Co Brokerage
Missouri
$508K -$9.15K -205 -2%
ECG
1080
Edge Capital Group
Georgia
$507K -$77.2K -1,731 -13%
PAG
1081
Powers Advisory Group
Illinois
$506K +$6.02K +135 +1%
MCM
1082
Monarch Capital Management
Indiana
$506K – – –
RGF
1083
Retirement Guys Formula
Ohio
$505K +$11.8K +264 +2%
WMA
1084
Wealth Management Associates
New Jersey
$501K +$301K +6,740 +150%
SOS
1085
Silver Oak Securities
Tennessee
$498K -$20.2K -453 -4%
FAIM
1086
Financial Advocates Investment Management
Washington
$498K -$336K -7,520 -40%
CCA
1087
Cobblestone Capital Advisors
New York
$497K – – –
Empower Advisory Group
1088
Empower Advisory Group
Colorado
$497K +$497K +11,044 New
TT
1089
TI-Trust
Illinois
$496K – – –
ST
1090
Spinnaker Trust
Maine
$494K -$241K -5,400 -33%
MC
1091
Maverick Capital
Texas
$493K +$493K +11,047 New
GC
1092
Gilbert & Cook
Iowa
$493K +$4.91K +110 +1%
AWAP
1093
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$493K +$24.5K +549 +5%
JAFL
1094
Jay A. Fishman Ltd
Michigan
$492K – – –
AWA
1095
AmeriServ Wealth Advisors
Pennsylvania
$492K -$109K -2,442 -18%
WA
1096
Wealth Architects
California
$491K +$1.07K +24 +0.2%
CI
1097
Conning Inc
Connecticut
$491K -$5.98K -134 -1%
TMWM
1098
Taylor & Morgan Wealth Management
Michigan
$490K +$9.33K +209 +2%
GCA
1099
Guardian Capital Advisors
Ontario, Canada
$489K – – –
IC
1100
Inscription Capital
Texas
$488K +$7.36K +165 +2%
42 43
44
45 46