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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 %
Jones Financial Companies
1326
Jones Financial Companies
Missouri
$310K +$11.3K +254 +4%
ICM
1327
IMS Capital Management
Oregon
$310K -$982 -22 -0.3%
MA
1328
MBA Advisors
Pennsylvania
$309K +$84.8K +1,900 +38%
NMIMC
1329
Northwestern Mutual Investment Management Company
Wisconsin
$309K -$223 -5 -0.1%
GC
1330
Gratus Capital
Georgia
$308K -$153K -3,418 -33%
MA
1331
MCF Advisors
Kentucky
$307K -$88.6K -1,952 -22%
DWM
1332
Drive Wealth Management
Utah
$307K -$32.6K -715 -10%
TF
1333
Tompkins Financial
New York
$305K -$21.6K -485 -7%
WB
1334
Webster Bank
Connecticut
$304K +$22.3K +500 +8%
WDA
1335
Wendell David Associates
New Hampshire
$303K +$44.6K +1,000 +17%
WF
1336
Wayfinding Financial
Washington
$303K +$303K +6,663 New
AF
1337
Arrow Financial
New York
$303K – – –
WTFG
1338
Wells Trecaso Financial Group
Ohio
$302K -$4.06K -91 -1%
RPWA
1339
Regent Peak Wealth Advisors
Georgia
$302K +$7.05K +158 +2%
RG
1340
Retirement Group
California
$301K +$51K +1,142 +20%
WB
1341
West Bancorporation
Iowa
$301K -$7.5K -168 -2%
VCM
1342
Vivaldi Capital Management
Illinois
$301K -$84.2K -1,886 -22%
TFGT
1343
TS Financial Group (TSFG)
Illinois
$300K -$8.92K -200 -3%
BFC
1344
Bedel Financial Consulting
Indiana
$300K -$120K -2,700 -29%
SFWA
1345
Summit Financial Wealth Advisors
Louisiana
$300K – – –
WA
1346
Wambolt & Associates
Colorado
$300K -$765 -17 -0.3%
CFD
1347
Creative Financial Designs
Indiana
$300K -$122K -2,737 -29%
BCMLT
1348
Beacon Capital Management LLC (Tennessee)
Tennessee
$299K +$803 +18 +0.3%
EIP
1349
Ellis Investment Partners
Pennsylvania
$299K +$1.21K +27 +0.4%
MFG
1350
Midwest Financial Group
Kansas
$298K +$298K +6,670 New
52 53
54
55 56