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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 %
KL
351
KWMG LLC
Kansas
$4.81M +$332K +7,331 +7%
BFG
352
Beacon Financial Group
Texas
$4.77M -$7.29K -162 -0.2%
BRWA
353
B. Riley Wealth Advisors
Florida
$4.77M -$109K -2,365 -2%
HCM
354
Hutner Capital Management
Vermont
$4.71M -$100K -2,215 -2%
Nomura Holdings
355
Nomura Holdings
Japan
$4.7M -$739K -16,311 -14%
AAM
356
AR Asset Management
California
$4.69M – – –
Connor, Clark & Lunn Investment Management (CC&L)
357
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.69M +$3.76M +83,024 +403%
EH
358
Equitable Holdings
New York
$4.69M +$359K +7,923 +8%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$4.62M -$508K -11,223 -10%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$4.58M -$226K -4,990 -5%
UB
361
UMB Bank
Missouri
$4.56M -$91 -2 -0%
QC
362
Quadrature Capital
United Kingdom
$4.53M -$1.79M -39,418 -28%
BCFS
363
Butensky & Cohen Financial Security
Florida
$4.5M -$113K -2,488 -2%
SYBT
364
Stock Yards Bank & Trust
Kentucky
$4.47M +$553K +12,211 +14%
MA
365
Mutual Advisors
Nebraska
$4.44M +$256K +5,654 +6%
HCMT
366
Highland Capital Management (Tennessee)
Tennessee
$4.37M +$4.37M +96,523 New
HFS
367
Hantz Financial Services
Michigan
$4.37M -$9.83K -217 -0.2%
RC
368
RBO & Co
California
$4.33M -$5.53M -122,069 -56%
GIM
369
Grassi Investment Management
California
$4.32M -$544K -12,000 -11%
MIA
370
MainStreet Investment Advisors
Illinois
$4.29M -$116K -2,560 -3%
EI
371
EDMP Inc
Florida
$4.21M +$104K +2,304 +3%
BWP
372
Baldwin Wealth Partners
Massachusetts
$4.2M -$60.5K -1,336 -1%
VVP
373
Venture Visionary Partners
Ohio
$4.19M -$672K -14,845 -14%
LNC
374
Lincoln National Corp
Pennsylvania
$4.19M +$392K +8,662 +10%
TRCT
375
Tower Research Capital (TRC)
New York
$4.19M +$2.73M +60,179 +187%
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