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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 %
IRAG
1726
Investment Research & Advisory Group
Georgia
$53.4K – – –
CWA
1727
Core Wealth Advisors
Florida
$53.1K +$10K +224 +23%
FPB
1728
First PREMIER Bank
South Dakota
$53K – – –
MFA
1729
McClarren Financial Advisors
Pennsylvania
$53K – – –
HF
1730
Halpern Financial
Virginia
$52.7K – – –
BWM
1731
Baystate Wealth Management
Massachusetts
$52.6K +$5.4K +121 +11%
TAM
1732
Tucker Asset Management
Colorado
$52.2K -$446 -10 -0.8%
FCMT
1733
Founders Capital Management (Texas)
Texas
$51K – – –
BWAM
1734
Boyd Watterson Asset Management
Ohio
$51K – – –
GEA
1735
Glen Eagle Advisors
New Jersey
$49.8K +$1.79K +40 +4%
SC
1736
Sawyer & Company
Massachusetts
$49K – – –
MFG
1737
Mendota Financial Group
Wisconsin
$48.9K +$35K +670 +253%
DI
1738
Disciplined Investments
Oklahoma
$48K +$268 +6 +0.6%
ZB
1739
Zions Bancorporation
Utah
$47K -$4.33K -97 -8%
CM
1740
Cornerstone Management
Georgia
$46.9K – – –
SWA
1741
SOA Wealth Advisors
New York
$46.3K +$357 +8 +0.8%
RFG
1742
RFP Financial Group
Georgia
$45.7K -$256K -5,744 -85%
MTIC
1743
Missouri Trust & Investment Company
Missouri
$44.6K – – –
OLVIG
1744
Oliver Lagore Vanvalin Investment Group
Michigan
$44.6K +$6.69K +150 +18%
RDFA
1745
Ritter Daniher Financial Advisory
Ohio
$44.6K +$22.3K +500 +100%
TWD
1746
True Wealth Design
Ohio
$44K +$37K +830 +535%
WWM
1747
Wolff Wiese Magana
California
$43.4K +$714 +16 +2%
TVWM
1748
Tower View Wealth Management
Wisconsin
$42K – – –
EARNEST Partners
1749
EARNEST Partners
Georgia
$41.9K – – –
GFPC
1750
Global Financial Private Client
Florida
$41.8K +$17.1K +379 +69%
68 69
70
71 72