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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 %
CW
526
CreativeOne Wealth
Kansas
$2.28M +$255K +5,638 +13%
SWA
527
Stratos Wealth Advisors
Ohio
$2.28M +$70.8K +1,562 +3%
SIG
528
Stonegate Investment Group
Alabama
$2.27M +$2.04K +45 +0.1%
HWM
529
HB Wealth Management
Georgia
$2.27M +$17.1K +377 +0.8%
CWP
530
Cyndeo Wealth Partners
Florida
$2.25M -$70.7K -1,561 -3%
FSA
531
Financial Sense Advisors
California
$2.25M +$111K +2,460 +5%
SAM
532
Silvercrest Asset Management
New York
$2.24M +$115K +2,535 +5%
Fisher Asset Management
533
Fisher Asset Management
Washington
$2.24M +$531K +11,716 +31%
ACP
534
Aviance Capital Partners
Florida
$2.19M +$79.8K +1,762 +4%
FDCDDQ
535
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.18M -$26.7K -590 -1%
O
536
Ossiam
France
$2.17M +$153K +3,378 +8%
DA
537
Doliver Advisors
Texas
$2.17M -$17.3K -382 -0.8%
SC
538
Savant Capital
Illinois
$2.17M +$470K +10,368 +28%
CFGS
539
Concourse Financial Group Securities
Alabama
$2.17M +$108K +2,331 +5%
OFG
540
OmniStar Financial Group
North Carolina
$2.17M +$288K +6,347 +15%
FPGT
541
Financial Partners Group (Tennessee)
Tennessee
$2.16M +$105K +2,317 +5%
P
542
Pitcairn
Pennsylvania
$2.14M -$195K -4,304 -8%
CA
543
CoreCap Advisors
Michigan
$2.13M +$2.13M +47,065 New
TCOV
544
Trust Company of Vermont
Vermont
$2.13M -$72K -1,589 -3%
RC
545
Roundview Capital
New Jersey
$2.12M -$378K -8,334 -15%
VFA
546
Valeo Financial Advisors
Indiana
$2.1M -$36.8K -813 -2%
MWAM
547
Manhattan West Asset Management
California
$2.1M +$463K +10,226 +28%
DA
548
Duality Advisers
Florida
$2.09M +$1.09M +24,104 +109%
SCM
549
Spreng Capital Management
Ohio
$2.09M +$131K +2,900 +7%
HFM
550
Hartford Financial Management
Connecticut
$2.09M -$3.17K -70 -0.2%
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