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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 %
HT
426
Heritage Trust
Oklahoma
$3.39M +$44.4K +981 +1%
WFMPM
427
Woodley Farra Manion Portfolio Management
Indiana
$3.37M -$230K -4,979 -6%
HIMC
428
Heritage Investors Management Corp
Maryland
$3.37M -$27.9K -615 -0.8%
CWG
429
Cornerstone Wealth Group
North Carolina
$3.36M +$20.4K +451 +0.6%
BSW
430
Buckingham Strategic Wealth
Missouri
$3.35M +$1.97M +43,514 +143%
EIP
431
Epoch Investment Partners
New York
$3.35M -$53.1K -1,172 -2%
FNT
432
First National Trust
Pennsylvania
$3.35M -$168K -3,698 -5%
HCM
433
Hollencrest Capital Management
California
$3.33M +$11.1K +245 +0.3%
GT
434
Glenview Trust
Kentucky
$3.32M +$129K +2,852 +4%
CNBTD
435
Citizens National Bank Trust Department
Mississippi
$3.32M +$11.6K +255 +0.3%
NWM
436
NEIRG Wealth Management
Massachusetts
$3.3M -$412K -9,102 -11%
MHC
437
Meyer Handelman Company
New York
$3.29M – – –
PAM
438
Panagora Asset Management
Massachusetts
$3.29M -$813K -17,951 -20%
APP
439
Avantax Planning Partners
Iowa
$3.29M +$38.6K +852 +1%
FCH
440
Freestone Capital Holdings
Washington
$3.24M -$46.6K -1,028 -1%
DAS
441
Dynamic Advisor Solutions
Arizona
$3.23M -$64.6K -1,427 -2%
DILIC
442
Dai-ichi Life Insurance Company
Japan
$3.23M -$36.6K -809 -1%
IGAM
443
iA Global Asset Management
Quebec, Canada
$3.23M +$3.23M +71,244 New
SC
444
Sepio Capital
Utah
$3.22M -$117K -2,592 -4%
CBTWT
445
Community Bank & Trust (Waco, Texas)
Texas
$3.18M -$9.1K -201 -0.3%
SF
446
Slagle Financial
Illinois
$3.18M +$3.18M +70,090 New
PFO
447
Pathstone Family Office
New Jersey
$3.16M +$1.06M +22,996 +51%
PHS
448
Pekin Hardy Strauss
Illinois
$3.12M +$1.5K +33 +0%
Aviva
449
Aviva
United Kingdom
$3.11M -$31K -684 -1%
CIM
450
Contrarius Investment Management
Jersey
$3.1M +$149K +3,288 +5%
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