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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 %
CC
326
Claybrook Capital
Massachusetts
$5.46M – – –
IMA
327
Investment Management Associates
Colorado
$5.44M -$71.6K -1,580 -1%
HR
328
Howe & Rusling
New York
$5.44M +$105K +2,322 +2%
KWM
329
Kingsview Wealth Management
Oregon
$5.43M +$53.9K +1,189 +1%
Rafferty Asset Management
330
Rafferty Asset Management
New York
$5.41M +$517K +11,422 +11%
HAI
331
Hennessy Advisors Inc
California
$5.38M -$304K -6,700 -5%
SPIA
332
Steward Partners Investment Advisory
New York
$5.31M +$161K +3,555 +3%
BHWA
333
Beacon Harbor Wealth Advisors
Virginia
$5.31M -$40.2K -888 -0.8%
CRI
334
Commonwealth Retirement Investments
Virginia
$5.3M +$5.3M +117,048 New
KFP
335
Keystone Financial Planning
Ohio
$5.22M +$82.3K +1,817 +2%
KBC Group
336
KBC Group
Belgium
$5.19M -$149K -3,286 -3%
SCA
337
Sage Capital Advisors
South Dakota
$5.13M +$58.8K +1,299 +1%
RFC
338
Regions Financial Corp
Alabama
$5.1M -$375K -8,282 -7%
SF
339
Symphony Financial
Texas
$5.06M +$72.7K +1,617 +1%
BL
340
BCWM LLC
Kansas
$5.02M -$164K -3,620 -3%
PSP
341
Principal Street Partners
Tennessee
$5.01M -$182K -4,023 -4%
D.E. Shaw & Co
342
D.E. Shaw & Co
New York
$5.01M -$247K -5,444 -5%
LSERS
343
Louisiana State Employees Retirement System
Louisiana
$5M -$258K -5,700 -5%
TI
344
Tidal Investments
Wisconsin
$4.99M -$77.6K -1,713 -2%
WLPWM
345
Walled Lake Planning & Wealth Management
Illinois
$4.99M +$121K +2,682 +2%
SL
346
Salomon & Ludwin
Virginia
$4.92M -$6.43K -142 -0.1%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$4.85M -$343K -7,564 -7%
SFS
348
Sowell Financial Services
Arkansas
$4.85M +$320K +6,928 +7%
WT
349
Whittier Trust
California
$4.83M -$1.5M -33,140 -24%
CSIC
350
Clifford Swan Investment Counsel
California
$4.81M -$563K -12,424 -10%
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