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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 %
MHB
1226
Midwest Heritage Bank
Iowa
$389K -$16.9K -378 -4%
SC
1227
Stephens Consulting
Michigan
$388K -$4.24K -95 -1%
AI
1228
Accredited Investors
Minnesota
$386K +$6.65K +149 +2%
DWT
1229
Dorsey & Whitney Trust
South Dakota
$386K +$41.1K +922 +12%
PL
1230
Plancorp LLC
Missouri
$384K +$45.2K +1,013 +13%
FTC
1231
Farmers Trust Company
Ohio
$384K -$1.12K -25 -0.3%
CWP
1232
Concord Wealth Partners
Virginia
$383K -$12.2K -274 -3%
IA
1233
IFG Advisors
Missouri
$380K – – –
LPIC
1234
LeJeune Puetz Investment Counsel
Michigan
$379K +$82.5K +1,850 +28%
APW
1235
Atlantic Private Wealth
North Carolina
$377K – – –
HA
1236
Herold Advisors
New York
$377K +$19.2K +430 +5%
TC
1237
Truvestments Capital
Florida
$376K -$140K -3,139 -27%
CA
1238
Claro Advisors
Massachusetts
$376K +$30.2K +677 +9%
AT
1239
Arden Trust
Delaware
$375K – – –
RCM
1240
Raleigh Capital Management
North Carolina
$375K +$9.28K +208 +3%
CWS
1241
Cypress Wealth Services
California
$372K -$10.4K -233 -3%
VC
1242
Veracity Capital
Georgia
$372K -$310K -6,944 -45%
HCM
1243
Howland Capital Management
Massachusetts
$371K – – –
TWA
1244
TCI Wealth Advisors
Arizona
$370K +$759 +17 +0.2%
CA
1245
Callahan Advisors
Texas
$370K +$625 +14 +0.2%
SIC
1246
Sterling Investment Counsel
New York
$369K -$45.1K -1,010 -11%
SB
1247
Strategic Blueprint
Georgia
$368K +$26.2K +587 +8%
PK
1248
Pflug Koory
Nebraska
$367K -$10K -225 -3%
TFA
1249
Teamwork Financial Advisors
Texas
$366K +$33.6K +753 +10%
AWA
1250
Acorn Wealth Advisors
Michigan
$366K +$3.12K +70 +0.9%
48 49
50
51 52