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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 %
PA
1776
PSI Advisors
Florida
$26.5K – – –
DWMG
1777
DB Wealth Management Group
California
$26.2K – – –
LWP
1778
Lumature Wealth Partners
Georgia
$26K – – –
GG
1779
Gleason Group
Kentucky
$25.4K +$491 +11 +2%
PP
1780
Pacifica Partners
Canada
$24.7K +$266 +6 +1%
BCM
1781
Bourgeon Capital Management
Connecticut
$24.2K – – –
KM
1782
Kalos Management
Georgia
$23.7K +$23.7K +532 New
BSWA
1783
Bromfield Sneider Wealth Advisors
Massachusetts
$23.2K – – –
ADL
1784
Asset Dedication LLC
California
$22K – – –
FSWA
1785
Financial Synergies Wealth Advisors
Texas
$21.4K +$21.4K +480 New
CCP
1786
Carmel Capital Partners
California
$19.5K +$19.5K +436 New
AssetMark Inc
1787
AssetMark Inc
California
$19.2K -$620K -13,895 -97%
BLC
1788
Brown, Lisle/Cummings
Rhode Island
$19K – – –
IWP
1789
IAG Wealth Partners
Wisconsin
$18.9K +$357 +8 +2%
PG
1790
Proffitt & Goodson
Tennessee
$18.7K – – –
VWM
1791
Valley Wealth Managers
New Jersey
$18.2K -$25.7K -575 -59%
CCM
1792
Copeland Capital Management
Pennsylvania
$18K -$10.5K -240 -37%
ME
1793
McIlrath & Eck
Washington
$18K – – –
TCWA
1794
Ten Capital Wealth Advisors
Washington
$17.8K – – –
SIM
1795
Studio Investment Management
Illinois
$17.6K – – –
FFL
1796
Financial Freedom LLC
Ohio
$17.5K +$268 +6 +2%
FPFS
1797
First Personal Financial Services
North Carolina
$17.4K +$8.52K +191 +96%
EWP
1798
Elevation Wealth Partners
California
$17.3K +$17.3K +389 New
PO
1799
Private Ocean
California
$17.2K +$3.57K +80 +26%
TCM
1800
TD Capital Management
Tennessee
$17K -$9.42K -211 -36%
70 71
72
73 74