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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 %
IRC
1126
Investors Research Corp
Georgia
$466K +$1.96K +44 +0.4%
SWIM
1127
Smallwood Wealth Investment Management
New Jersey
$465K -$178 -4 -0%
GSIAS
1128
Garden State Investment Advisory Services
New Jersey
$465K -$9.73K -218 -2%
MPM
1129
Meritage Portfolio Management
Kansas
$463K -$21.2K -476 -4%
DSA
1130
Droms Strauss Advisors
Missouri
$462K – – –
MBT
1131
Montecito Bank & Trust
California
$461K – – –
PCM
1132
Perritt Capital Management
Illinois
$460K +$6.69K +150 +1%
WIC
1133
Woodmont Investment Counsel
Tennessee
$460K -$10K -225 -2%
AWM
1134
Avior Wealth Management
Nebraska
$459K +$254K +5,700 +124%
CWM
1135
Congress Wealth Management
Massachusetts
$459K +$24.9K +557 +6%
OC
1136
Oakworth Capital
Alabama
$457K – – –
TIM
1137
Total Investment Management
Arizona
$457K +$178 +4 +0%
LW
1138
Linscomb Wealth
Texas
$456K -$229K -5,137 -33%
GD
1139
Grandfield & Dodd
New York
$455K – – –
PP
1140
PDS Planning
Ohio
$454K +$74.1K +1,660 +19%
SCM
1141
Schnieders Capital Management
California
$453K +$13.4K +300 +3%
HCM
1142
Hall Capital Management
Rhode Island
$453K – – –
ALAM
1143
Asahi Life Asset Management
Japan
$452K -$30.3K -680 -6%
SFG
1144
Sowa Financial Group
Rhode Island
$452K +$452K +10,125 New
MA
1145
Montag & Associates
Georgia
$452K -$18.2K -400 -4%
JSW
1146
Journey Strategic Wealth
New Jersey
$450K +$234K +5,248 +108%
SCA
1147
STALEY CAPITAL ADVISERS
Pennsylvania
$450K -$22.3K -500 -5%
SAM
1148
Synergy Asset Management
Washington
$449K +$26.3K +590 +6%
BW
1149
BIP Wealth
Georgia
$448K +$448K +10,033 New
CIA
1150
Cohen Investment Advisors
New Hampshire
$447K +$47.7K +1,068 +12%
44 45
46
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