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Altria Group
MO

Overview Fund Activity

1,869 hedge funds and large institutions have $47.5B invested in Altria Group in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 763 increasing their positions, 705 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,869
Holders Change
+11
Holders Change %
+0.59%
% of All Funds
29.47%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.39%
New
119
Increased
763
Reduced
705
Closed
93
Calls
$637M
Puts
$508M
Net Calls
+$129M
Net Calls Change
-$29.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$342M
2
PI
Putnam Investments
Massachusetts
+$203M
3
Truist Financial
Truist Financial
North Carolina
+$142M
4
Barclays
Barclays
United Kingdom
+$113M
5
Charles Schwab
Charles Schwab
California
+$71.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$182M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Citadel Advisors
Citadel Advisors
Florida
-$94.7M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
251
GAM Holding
Switzerland
$9.1M -$14.1K -311 -0.2%
RIA
252
Regal Investment Advisors
Michigan
$9.1M +$203K +4,472 +2%
AMBIA
253
Allen Mooney & Barnes Investment Advisors
Georgia
$9.03M +$441K +9,740 +5%
NAM
254
Nissay Asset Management
Japan
$9.03M -$176K -3,890 -2%
AWAG
255
ARS Wealth Advisors Group
Florida
$8.99M -$184K -4,071 -2%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$8.99M +$1.41M +31,166 +19%
X
257
Xponance
Pennsylvania
$8.98M +$81.9K +1,807 +0.9%
CF
258
Clarity Financial
Texas
$8.94M +$8.33M +183,797 +1,346%
Holocene Advisors
259
Holocene Advisors
New York
$8.94M +$1.47M +32,390 +20%
1IA
260
1834 Investment Advisors
Wisconsin
$8.88M +$64.5K +1,424 +0.7%
BCI
261
Brinker Capital Investments
Pennsylvania
$8.84M -$751K -16,578 -8%
OPS
262
Orion Portfolio Solutions
Nebraska
$8.84M -$751K -16,578 -8%
AAA
263
Adams Asset Advisors
Texas
$8.77M -$1.2M -26,515 -12%
YCM
264
Yousif Capital Management
Michigan
$8.65M +$316K +6,969 +4%
HNB
265
Huntington National Bank
Ohio
$8.38M -$119K -2,619 -1%
IMRF
266
Illinois Municipal Retirement Fund
Illinois
$8.23M -$6.25M -137,886 -43%
IIM
267
INTECH Investment Management
Florida
$8.19M -$4.12M -91,030 -33%
MHI
268
Miller Howard Investments
New York
$8.15M – – –
BB
269
Busey Bank
Illinois
$8.07M +$44.5K +982 +0.6%
Newport Trust Company
270
Newport Trust Company
District of Columbia
$7.76M -$299K -6,603 -4%
Public Sector Pension Investment Board (PSP Investments)
271
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.75M -$1.16M -25,681 -13%
IIM
272
Intact Investment Management
Quebec, Canada
$7.73M -$5.88M -129,700 -43%
ONB
273
Old National Bancorp
Indiana
$7.7M +$405K +8,930 +6%
Wealthfront Advisers
274
Wealthfront Advisers
California
$7.7M -$51.6K -1,140 -0.7%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$7.68M -$233K -5,138 -3%
9 10
11
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