MO icon

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 %
PC
1401
Prairiewood Capital
North Dakota
$274K +$1.87K +42 +0.7%
SWP
1402
Summit Wealth Partners
Florida
$273K +$625 +14 +0.2%
AAG
1403
Armstrong Advisory Group
Massachusetts
$273K +$1.56K +35 +0.6%
KTA
1404
Keeley-Teton Advisors
Illinois
$273K – – –
AGA
1405
Accuvest Global Advisors
Utah
$273K +$273K +6,116 New
BMO
1406
Beck Mack & Oliver
New York
$272K – – –
SCM
1407
Silvant Capital Management
Georgia
$272K – – –
DC
1408
Defender Capital
North Carolina
$272K – – –
EIM
1409
Ervin Investment Management
Washington
$271K -$2.23K -50 -0.8%
PFA
1410
Pure Financial Advisors
California
$271K +$6.47K +145 +2%
APW
1411
Axim Planning & Wealth
Ohio
$270K +$44.6K +1,000 +20%
EFSCE
1412
Enterprise Financial Services Corp (EFSC)
Missouri
$269K +$23K +516 +9%
SA
1413
Strategic Advisors
New York
$268K +$25.4K +569 +10%
CTA
1414
Colonial Trust Advisors
South Carolina
$267K -$937 -21 -0.3%
BIP
1415
Blueprint Investment Partners
North Carolina
$267K -$776K -17,399 -74%
SHFA
1416
SC&H Financial Advisors
Maryland
$267K -$48K -1,076 -15%
MCCA
1417
Mill Creek Capital Advisors
Pennsylvania
$267K -$35.5K -796 -12%
JWM
1418
Jeppson Wealth Management
California
$265K – – –
PFA
1419
Peak Financial Advisors
Colorado
$265K -$22K -494 -8%
BEI
1420
Benjamin Edwards Inc
Missouri
$264K +$37.7K +845 +17%
TW
1421
Towerpoint Wealth
California
$263K -$134K -3,014 -34%
WAM
1422
Weatherly Asset Management
California
$263K +$5.47K +120 +2%
CG
1423
Clarus Group
Texas
$263K -$10.6K -238 -4%
LFGH
1424
Lee Financial Group Hawaii
Hawaii
$263K +$263K +5,887 New
FUBT
1425
First United Bank & Trust
Maryland
$263K – – –
55 56
57
58 59