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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 %
WI
276
WBI Investments
New Jersey
$7.6M +$1.85M +40,885 +32%
KPWS
277
Kestra Private Wealth Services
Texas
$7.6M +$237K +5,236 +3%
PAG
278
Private Advisor Group
New Jersey
$7.53M +$542K +11,949 +8%
NA
279
NewEdge Advisors
Louisiana
$7.44M +$129K +2,848 +2%
KeyBank National Association
280
KeyBank National Association
Ohio
$7.37M -$408K -9,017 -5%
BCIM
281
British Columbia Investment Management
British Columbia, Canada
$7.3M +$37.4K +826 +0.5%
AAM
282
Auxier Asset Management
Oregon
$7.24M -$1.59K -35 -0%
IF
283
Insight Folios
North Carolina
$7.22M +$369K +8,149 +5%
VWA
284
Visionary Wealth Advisors
Illinois
$7.19M +$152K +3,355 +2%
BF
285
BOK Financial
Oklahoma
$7.14M -$181K -4,000 -2%
BFS
286
Bard Financial Services
Connecticut
$7.12M +$188K +4,140 +3%
SFG
287
Sather Financial Group
Texas
$7.05M – – –
GVAG
288
Great Valley Advisor Group
Delaware
$6.98M +$418K +9,233 +6%
RWM
289
Ritholtz Wealth Management
New York
$6.98M -$899K -19,850 -11%
NB
290
Norinchukin Bank
Japan
$6.96M +$1.66M +36,542 +31%
FFIC
291
First Fiduciary Investment Counsel
Ohio
$6.89M +$162K +3,576 +2%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$6.85M +$1.07M +23,535 +18%
CCM
293
Callodine Capital Management
Massachusetts
$6.8M +$1.59M +35,000 +30%
GIM
294
Greylin Investment Management
Virginia
$6.73M +$441K +9,743 +7%
AWS
295
Atria Wealth Solutions
New York
$6.7M +$399K +8,715 +6%
SAM
296
Securian Asset Management
Minnesota
$6.69M -$88.5K -1,953 -1%
SHA
297
Seneca House Advisors
Virginia
$6.58M -$23.2K -512 -0.4%
NP
298
NorthRock Partners
Minnesota
$6.56M +$328K +7,230 +5%
KRS
299
Kentucky Retirement Systems
Kentucky
$6.5M +$106K +2,344 +2%
CAM
300
Cresset Asset Management
Illinois
$6.5M +$2.58M +55,952 +66%
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