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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 %
FWP
1101
FAS Wealth Partners
Kansas
$487K -$714 -16 -0.1%
WIM
1102
WealthPlan Investment Management
Nebraska
$487K -$1.23M -27,482 -72%
ICG
1103
InterOcean Capital Group
Tennessee
$486K +$122K +2,730 +33%
FCA
1104
FLC Capital Advisors
California
$486K – – –
MS
1105
Madden Securities
Texas
$484K -$1.12K -25 -0.2%
Loomis, Sayles & Company
1106
Loomis, Sayles & Company
Massachusetts
$484K -$268K -6,007 -36%
BCM
1107
Birmingham Capital Management
Alabama
$484K – – –
TFM
1108
TFC Financial Management
Massachusetts
$483K -$14.7K -330 -3%
SF
1109
Summit Financial
New Jersey
$483K +$15.3K +337 +3%
FOFP
1110
Fee-Only Financial Planning
South Carolina
$480K +$45 +1 +0%
VAG
1111
VisionPoint Advisory Group
Texas
$480K +$282K +6,121 +143%
FCB
1112
First County Bank
Connecticut
$479K -$16.4K -368 -3%
SP
1113
Successful Portfolios
Florida
$478K +$38.2K +857 +9%
SFC
1114
Strategic Financial Concepts
Texas
$478K +$478K +10,708 New
FFM
1115
Forum Financial Management
Illinois
$478K -$28.3K -634 -6%
SLT
1116
St Louis Trust
Missouri
$477K – – –
SW
1117
SkyOak Wealth
Michigan
$477K – – –
BCA
1118
Bay Colony Advisors
Massachusetts
$475K -$6.94K -156 -1%
IAP
1119
Indie Asset Partners
Indiana
$475K +$5.58K +125 +1%
RA
1120
Resolute Advisors
California
$471K +$9.43K +207 +2%
OIM
1121
Orca Investment Management
Oregon
$469K +$268 +6 +0.1%
WPC
1122
Wedmont Private Capital
Pennsylvania
$469K +$9.39K +211 +2%
CPIG
1123
Chicago Partners Investment Group
Illinois
$468K -$5.13K -110 -1%
WA
1124
WBH Advisory
Maryland
$467K +$467K +10,459 New
TF
1125
Trek Financial
Arizona
$467K +$161K +3,599 +52%
43 44
45
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