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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 %
CWP
1901
Core Wealth Partners
California
– -$417K -5,182 Closed
RCA
1902
Resonant Capital Advisors
Wisconsin
– -$234K -5,010 Closed
FFA
1903
Fragasso Financial Advisors
Pennsylvania
– -$219K -4,796 Closed
HIS
1904
Horizon Investment Services
Indiana
– -$219K -4,791 Closed
SSWM
1905
Smith Salley Wealth Management
North Carolina
– -$216K -4,722 Closed
C
1906
CEDRUS
Colorado
– -$208K -4,551 Closed
CWM
1907
Centurion Wealth Management
Virginia
– -$208K -4,550 Closed
CPSAC
1908
Chas P. Smith & Associates (CPS)
Florida
– -$204K -4,461 Closed
SCM
1909
SOL Capital Management
Maryland
– -$204K -4,460 Closed
PFM
1910
Patton Fund Management
Texas
– -$204K -4,457 Closed
CJFS
1911
Coulter & Justus Financial Services
Tennessee
– -$203K -4,447 Closed
WCM
1912
Wallace Capital Management
Texas
– -$203K -4,445 Closed
FAG
1913
Financial Advisory Group
Texas
– -$203K -4,439 Closed
GWMIA
1914
Global Wealth Management Investment Advisory
Florida
– -$202K -4,425 Closed
AFO
1915
Allie Family Office
Florida
– -$202K -4,415 Closed
UAS
1916
United Asset Strategies
New York
– -$201K -4,399 Closed
MFWP
1917
Mosaic Family Wealth Partners
Missouri
– -$201K -4,393 Closed
OFW
1918
Omnia Family Wealth
Florida
– -$204K -4,364 Closed
CA
1919
Corrado Advisors
New Jersey
– -$159K -3,482 Closed
GMA
1920
Glassy Mountain Advisors
Maryland
– -$142K -3,100 Closed
WOSD
1921
WFA of San Diego
California
– -$126K -2,753 Closed
NSB
1922
Norway Savings Bank
Maine
– -$98.3K -2,150 Closed
PH
1923
Pinnacle Holdings
Oklahoma
– -$89K -1,946 Closed
CAS
1924
Coppell Advisory Solutions
Texas
– -$77.9K -1,705 Closed
CASC
1925
Coppell Advisory Solutions Corp
Texas
– -$77.9K -1,705 Closed
75 76
77
78 79