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 %
DW
1476
Domani Wealth
Pennsylvania
$240K – – –
HFS
1477
Howard Financial Services
Texas
$240K +$1.29K +29 +0.5%
MG
1478
Mather Group
Illinois
$239K +$23.7K +530 +11%
Kovitz Investment Group Partners
1479
Kovitz Investment Group Partners
Illinois
$238K -$59.6K -1,335 -20%
UF
1480
Univest Financial
Pennsylvania
$238K – – –
CWA
1481
Clarus Wealth Advisors
Arizona
$238K +$238K +5,352 New
CCFM
1482
Clear Creek Financial Management
Washington
$237K +$31.8K +713 +16%
LWM
1483
LJI Wealth Management
Indiana
$236K – – –
EWM
1484
Executive Wealth Management
Michigan
$236K +$236K +5,298 New
CA
1485
Carson Advisory
Georgia
$236K +$9.1K +204 +4%
NFG
1486
Nadler Financial Group
Illinois
$236K +$491 +11 +0.2%
JMF
1487
Johnson Midwest Financial
Iowa
$235K +$5.71K +128 +2%
CWM
1488
Curi Wealth Management
North Carolina
$235K -$128K -2,859 -35%
CC
1489
Courier Capital
New York
$235K -$3.35K -75 -1%
6F
1490
626 Financial
Michigan
$235K +$223 +5 +0.1%
WA
1491
Waddell & Associates
Tennessee
$235K +$3.44K +77 +1%
CFS
1492
CRA Financial Services
New Jersey
$234K +$16.2K +363 +7%
CBFP
1493
Cedar Brook Financial Partners
Ohio
$232K -$5.85K -131 -2%
GWANC
1494
Guardian Wealth Advisors (North Carolina)
North Carolina
$232K -$14.1K -310 -6%
CCM
1495
Chiron Capital Management
Florida
$232K – – –
PS
1496
Planned Solutions
California
$232K – – –
AC
1497
Abbrea Capital
California
$232K -$456 -10 -0.2%
MFG
1498
Magnus Financial Group
New York
$232K -$3.3K -74 -1%
TF
1499
TimeScale Financial
Massachusetts
$231K +$5.09K +114 +2%
BCG
1500
Breakwater Capital Group
New Jersey
$231K +$4.28K +96 +2%
58 59
60
61 62