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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 %
AW
1701
Avion Wealth
Texas
$73K -$2.14K -47 -3%
CPA
1702
Cowen Prime Advisors
New York
$71K – – –
PFA
1703
Pathway Financial Advisers
Indiana
$68.8K +$7.23K +162 +12%
QC
1704
Quent Capital
New York
$67.4K +$1.34K +30 +2%
NECFA
1705
New England Capital Financial Advisors
Connecticut
$66.2K – – –
ICM
1706
Islay Capital Management
Texas
$66K – – –
TIM
1707
Thompson Investment Management
Wisconsin
$65.3K +$65.3K +1,464 New
BFPW
1708
BOK Financial Private Wealth
Colorado
$65.2K +$13.7K +300 +27%
TCCM
1709
Timber Creek Capital Management
Massachusetts
$64.3K – – –
Commonwealth Equity Services
1710
Commonwealth Equity Services
Massachusetts
$62.5K +$1.74K +38,963 +3%
CWA
1711
Clearview Wealth Advisors
Oregon
$62.2K -$5.4K -121 -8%
TC
1712
Tacita Capital
Ontario, Canada
$61K – – –
GTAM
1713
Global Trust Asset Management
Florida
$60.9K – – –
CH
1714
Canton Hathaway
Rhode Island
$60K – – –
FCT
1715
First Community Trust
Iowa
$59.3K – – –
NF
1716
Norwood Financial
Pennsylvania
$58.4K – – –
SHIM
1717
Stone House Investment Management
Pennsylvania
$58.4K +$58.4K +1,309 New
CAM
1718
Costello Asset Management
Pennsylvania
$58K – – –
KA
1719
Kozak & Associates
Colorado
$58K +$1.16K +26 +2%
CAC
1720
Core Alternative Capital
Georgia
$54.7K +$38.1K +854 +230%
FWA
1721
FSC Wealth Advisors
New York
$54.4K +$42.3K +947 +347%
WBC
1722
West Branch Capital
Massachusetts
$54.2K – – –
VCM
1723
Vigilant Capital Management
Maine
$54K – – –
BL
1724
Bleichroeder LP
New York
$53.5K – – –
SC
1725
Steph & Co
Wisconsin
$53.5K – – –
67 68
69
70 71