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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 %
OAJ
1801
Ogorek Anthony Joseph
New York
$17K – – –
BA
1802
Bellwether Advisors
Nebraska
$17K – – –
BAAM
1803
Baker Avenue Asset Management
California
$16.7K +$2.23K +50 +15%
BHWM
1804
Beaird Harris Wealth Management
Texas
$15.8K – – –
HS
1805
Horan Securities
United States
$15.8K +$12.5K +280 +378%
MFT
1806
Moisand Fitzgerald Tamayo
Florida
$15.7K +$4.46K +100 +40%
ACA
1807
Atlas Capital Advisors
Wyoming
$15.2K +$4.33K +97 +40%
KFP
1808
KB Financial Partners
New Jersey
$14K – – –
PCTC
1809
Perkins Coie Trust Company
Washington
$13.7K – – –
NL
1810
NVWM LLC
Pennsylvania
$13.7K – – –
CMA
1811
Cedar Mountain Advisors
Oregon
$13.4K +$670 +15 +5%
PAI
1812
Pittenger & Anderson Inc
Nebraska
$13.4K – – –
MSFP
1813
Mark Sheptoff Financial Planning
Connecticut
$13.4K – – –
TCM
1814
Tradewinds Capital Management
Washington
$13.4K – – –
GWSA
1815
Global Wealth Strategies & Associates
Colorado
$13.4K – – –
FFA
1816
Fairfield Financial Advisors
Massachusetts
$13.2K +$267 +6 +2%
NMG
1817
New Millennium Group
Utah
$12.9K +$223 +5 +2%
RI
1818
Ridgewood Investments
New Jersey
$11.7K +$11.7K +263 New
BCM
1819
Blume Capital Management
California
$11.2K +$11.2K +252 New
UAML
1820
US Asset Management LLC
Pennsylvania
$11K – – –
SC
1821
Schubert & Co
Texas
$10.6K +$89 +2 +0.9%
IA
1822
IFS Advisors
Kansas
$10.1K – – –
MCA
1823
Maryland Capital Advisors
Maryland
$10.1K – – –
JFA
1824
JNBA Financial Advisors
Minnesota
$10K – – –
CWA
1825
Carolina Wealth Advisors
South Carolina
$10K – – –
71 72
73
74 75