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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 %
VFP
501
Verus Financial Partners
Virginia
$2.52M -$237K -5,208 -9%
BWL
502
Bogart Wealth LLC
Virginia
$2.52M +$2.39M +52,808 +1,939%
Wealth Enhancement Advisory Services
503
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$275K +6,075 +12%
CI Investments Inc
504
CI Investments Inc
Ontario, Canada
$2.49M +$37.5K +827 +2%
TTWM
505
TCV Trust & Wealth Management
Virginia
$2.48M -$9.24K -204 -0.4%
KFP
506
KMG Fiduciary Partners
Ohio
$2.45M +$478K +10,541 +24%
WJWM
507
Williams Jones Wealth Management
New York
$2.43M -$158K -3,477 -6%
MGP
508
Metis Global Partners
California
$2.42M -$103K -2,268 -4%
CIC
509
Carnegie Investment Counsel
Ohio
$2.42M +$205K +4,531 +9%
PL
510
Parthenon LLC
Kentucky
$2.41M – – –
DAM
511
Deltec Asset Management
New York
$2.41M -$57.1K -1,260 -2%
CA
512
Clearstead Advisors
Ohio
$2.41M +$59.4K +1,311 +3%
CIAS
513
Capital Investment Advisory Services
North Carolina
$2.39M -$1.09K -24 -0%
AFA
514
Abacus FCF Advisors
Florida
$2.38M +$430K +9,493 +22%
3IP
515
3Chopt Investment Partners
Virginia
$2.36M +$1.09M +23,528 +85%
HWAM
516
Hennion & Walsh Asset Management
New Jersey
$2.36M +$158K +3,485 +7%
FCI
517
Financial Counselors Inc
Kansas
$2.35M -$445K -9,826 -16%
BBVA
518
Banco Bilbao Vizcaya Argentaria
Spain
$2.34M +$28.8K +635 +1%
APF
519
Alaska Permanent Fund
Alaska
$2.34M +$2.34M +51,600 New
CK
520
Cohen Klingenstein
New York
$2.33M – – –
SWP
521
Stratos Wealth Partners
Ohio
$2.33M +$5.84K +129 +0.3%
LS
522
Leelyn Smith
Illinois
$2.32M -$82.1K -1,812 -3%
SIC
523
Salem Investment Counselors
North Carolina
$2.3M -$170K -3,697 -7%
HAIM
524
Hunter Associates Investment Management
Pennsylvania
$2.28M -$216K -4,761 -9%
FFA
525
Founders Financial Alliance
North Carolina
$2.28M +$55.6K +1,228 +3%
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