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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 %
TCM
1501
Triumph Capital Management
Colorado
$231K +$231K +5,170 New
MFC
1502
Morris Financial Concepts
South Carolina
$230K -$5.89K -132 -2%
BA
1503
Bluesphere Advisors
Pennsylvania
$230K +$2.68K +60 +1%
CPA
1504
Cardiff Park Advisors
California
$230K +$6.07K +136 +3%
AR
1505
Apeiron RIA
Texas
$229K – – –
AIA
1506
Alera Investment Advisors
Illinois
$229K +$2.9K +65 +1%
FNFDCM
1507
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$228K -$118K -2,640 -34%
RWM
1508
RKL Wealth Management
Pennsylvania
$228K -$12.7K -285 -5%
ERIM
1509
Eagle Ridge Investment Management
Connecticut
$228K +$228K +5,108 New
GF
1510
Gries Financial
Ohio
$228K – – –
APWM
1511
Atlas Private Wealth Management
New York
$227K – – –
CICI
1512
Capital Investment Counsel Inc
North Carolina
$226K – – –
BWA
1513
BDO Wealth Advisors
Florida
$226K -$6.96K -156 -3%
TDC
1514
Thompson Davis & Co
Virginia
$226K +$226K +5,072 New
PG
1515
Prostatis Group
Maryland
$226K -$537 -12 -0.2%
CF
1516
Corrigan Financial
Rhode Island
$226K -$848 -19 -0.4%
DE
1517
Day & Ennis
Georgia
$225K +$2.72K +61 +1%
FAG
1518
Fortitude Advisory Group
Washington
$224K -$12.1K -271 -5%
GWM
1519
GSB Wealth Management
Connecticut
$224K -$9.37K -210 -4%
IA
1520
Insight Advisors
Pennsylvania
$224K -$142K -3,188 -39%
AA
1521
Alta Advisers
United Kingdom
$223K – – –
GA
1522
GFS Advisors
Texas
$223K +$223K +4,992 New
GWM
1523
Greenhouse Wealth Management
Connecticut
$223K – – –
EW
1524
Element Wealth
Mississippi
$223K +$759 +17 +0.3%
FPCG
1525
Fort Pitt Capital Group
Pennsylvania
$223K -$2.99K -67 -1%
59 60
61
62 63