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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 %
HTC
476
Haverford Trust Company
Pennsylvania
$2.8M -$48.2K -1,065 -2%
CEI
477
Clark Estates Inc
New York
$2.8M – – –
VCA
478
Verdence Capital Advisors
Maryland
$2.79M +$347K +7,655 +14%
IWC
479
Integrated Wealth Concepts
Massachusetts
$2.78M +$132K +2,904 +5%
HW
480
Hancock Whitney
Mississippi
$2.74M +$123K +2,715 +5%
CIP
481
Convergence Investment Partners
Florida
$2.72M +$1.13M +24,885 +71%
MW
482
Marcum Wealth
Ohio
$2.71M +$65.6K +1,449 +2%
Capstone Investment Advisors
483
Capstone Investment Advisors
New York
$2.7M +$2.46M +54,215 +1,005%
TF
484
TIAA FSB
Florida
$2.68M -$58.8K -1,299 -2%
IAG
485
Investmark Advisory Group
Connecticut
$2.68M +$51.8K +1,144 +2%
HWM
486
Hohimer Wealth Management
Washington
$2.67M +$53.3K +1,177 +2%
FAM
487
Fred Alger Management
New York
$2.67M – – –
BIM
488
Bridges Investment Management
Nebraska
$2.66M -$503K -11,100 -16%
KA
489
Kovack Advisors
Florida
$2.65M -$152K -3,350 -5%
DIA
490
Dana Investment Advisors
Wisconsin
$2.64M +$111K +2,447 +4%
MFFIA
491
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.62M -$90.4K -1,996 -3%
TCM
492
Teza Capital Management
Illinois
$2.6M +$805K +17,781 +45%
SWM
493
SeaCrest Wealth Management
New York
$2.6M +$33.5K +739 +1%
PMG
494
ProVise Management Group
Florida
$2.6M +$126K +2,773 +5%
AA
495
Ancora Advisors
Ohio
$2.58M -$112K -2,463 -4%
WI
496
Wintrust Investments
Illinois
$2.58M -$428K -9,448 -14%
PA
497
Pinnacle Associates
New York
$2.56M +$276K +6,096 +12%
AF
498
Allworth Financial
California
$2.55M -$56.3K -1,242 -2%
OP
499
ORG Partners
Indiana
$2.54M +$602K +13,210 +31%
ELC
500
Edgar Lomax Company
Virginia
$2.52M – – –
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