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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 %
ACG
1376
Allen Capital Group
Nebraska
$285K +$285K +6,381 New
HTHT
1377
Hemenway Trust Hemenway Trust
New Hampshire
$284K +$16.7K +375 +6%
TBNY
1378
Trustco Bank (New York)
New York
$284K +$10K +225 +4%
FL
1379
Fort LP
Maryland
$284K -$112K -2,510 -28%
YWS
1380
Yarger Wealth Strategies
Ohio
$284K +$5.62K +126 +2%
BA
1381
Bristlecone Advisors
Washington
$283K +$2.9K +65 +1%
BWP
1382
Balboa Wealth Partners
Arizona
$282K +$3.21K +72 +1%
FM
1383
Family Management
New York
$282K -$57.7K -1,294 -17%
KWMG
1384
King Wealth Management Group
Florida
$281K – – –
NB
1385
Nicolet Bankshares
Wisconsin
$280K +$3.3K +74 +1%
LFA
1386
Legacy Financial Advisors
Kentucky
$280K -$4.42K -99 -2%
CIA
1387
Cape Investment Advisory
Georgia
$280K +$280K +6,267 New
JC
1388
JB Capital
Connecticut
$279K +$1.61K +36 +0.6%
NFG
1389
Northeast Financial Group
Pennsylvania
$279K – – –
TSWM
1390
Triangle Securities Wealth Management
North Carolina
$278K – – –
AAM
1391
Augustine Asset Management
Florida
$278K – – –
WA
1392
WealthTrust Axiom
Pennsylvania
$278K -$178 -4 -0.1%
CFFP
1393
Center for Financial Planning
Michigan
$278K +$3.79K +85 +1%
BFWA
1394
Benchmark Financial Wealth Advisors
Florida
$278K +$2.95K +66 +1%
SFA
1395
Souders Financial Advisors
Ohio
$278K -$669 -15 -0.2%
TWP
1396
Tempus Wealth Planning
California
$275K +$3.03K +68 +1%
PWP
1397
Perfromance Wealth Partners
Illinois
$275K -$2.72K -61 -1%
VWA
1398
V Wealth Advisors
Kansas
$275K -$32.6K -731 -11%
TFA
1399
Toth Financial Advisory
Virginia
$274K -$1.74K -39 -0.6%
AC
1400
Allstate Corporation
Illinois
$274K -$2.9M -64,978 -91%
54 55
56
57 58