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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 %
MCC
1876
Money Concepts Capital
Florida
– -$906K -19,825 Closed
TC
1877
Toews Corporation
New Jersey
– -$777K -17,000 Closed
SWM
1878
Scissortail Wealth Management
Oklahoma
– -$553K -11,725 Closed
BFA
1879
BMS Financial Advisors
South Dakota
– -$501K -10,953 Closed
CP
1880
Covenant Partners
Tennessee
– -$480K -10,496 Closed
AMC
1881
Asset Management Corp
Illinois
– -$462K -10,114 Closed
AC
1882
AXQ Capital
New Jersey
– -$437K -9,570 Closed
KIA
1883
KLR Investment Advisors
Rhode Island
– -$403K -8,662 Closed
CLOS
1884
Compagnie Lombard Odier SCmA
Switzerland
– -$394K -8,600 Closed
QT
1885
Quantamental Technologies
New York
– -$381K -8,345 Closed
CFA
1886
Compass Financial Advisors
Indiana
– -$379K -8,299 Closed
BWP
1887
BSW Wealth Partners
Colorado
– -$372K -8,149 Closed
CPC
1888
Congress Park Capital
New York
– -$362K -7,925 Closed
ACM
1889
AlphaStar Capital Management
North Carolina
– -$350K -7,650 Closed
HC
1890
Hamilton Capital
Ohio
– -$349K -7,643 Closed
LGF
1891
LGT Group Foundation
Liechtenstein
– -$328K -7,168 Closed
PAM
1892
Premier Asset Management
Illinois
– -$306K -6,688 Closed
BCAM
1893
Boston Common Asset Management
Massachusetts
– -$294K -6,436 Closed
KWM
1894
Kolinsky Wealth Management
New Jersey
– -$273K -5,976 Closed
CCA
1895
Childress Capital Advisors
Texas
– -$270K -5,896 Closed
GCM
1896
Gallacher Capital Management
Colorado
– -$264K -5,777 Closed
VDI
1897
Vaughan David Investments
Illinois
– -$248K -5,419 Closed
MCM
1898
Monument Capital Management
Virginia
– -$247K -5,410 Closed
XS
1899
XR Securities
Illinois
– -$247K -5,394 Closed
SEIA
1900
Signature Estate & Investment Advisors
California
– -$238K -5,220 Closed
74 75
76
77 78