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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 %
FWCM
551
Ferguson Wellman Capital Management
Oregon
$2.09M -$71.1K -1,570 -3%
IC
552
IEQ Capital
California
$2.08M -$557K -12,291 -21%
WPC
553
Waters Parkerson & Co
Louisiana
$2.08M -$13.6K -300 -0.6%
SC
554
SouthState Corp
Florida
$2.08M -$13.2K -292 -0.6%
EAMA
555
EFG Asset Management (Americas)
Florida
$2.05M -$14.1K -311 -0.7%
ECI
556
EFG Capital International
Florida
$2.05M +$2.05M +45,234 New
HPC
557
HM Payson & Co
Maine
$2.02M +$16K +354 +0.8%
NB
558
NBT Bank
New York
$2.02M -$8.38K -185 -0.4%
MC
559
Maverick Capital
Texas
$2.02M +$1.52M +33,516 +303%
Bessemer Group
560
Bessemer Group
New Jersey
$2.02M +$572K +12,614 +40%
PFS
561
Prospera Financial Services
Texas
$2.01M -$141K -3,103 -7%
SGCA
562
Steel Grove Capital Advisors
Tennessee
$2.01M +$9.79K +216 +0.5%
NSAM
563
North Star Asset Management
Wisconsin
$2.01M -$4.53K -100 -0.2%
ISWM
564
Independent Solutions Wealth Management
New York
$1.99M +$292K +6,450 +17%
BFG
565
Bleakley Financial Group
New Jersey
$1.98M +$151K +3,336 +8%
GWM
566
Geneos Wealth Management
Colorado
$1.97M +$441K +9,731 +29%
IBOK
567
Independence Bank of Kentucky
Kentucky
$1.97M -$24.6K -544 -1%
CWS
568
Confluence Wealth Services
Pennsylvania
$1.96M -$16.4K -363 -0.8%
AIMC
569
Alley Investment Management Company
Illinois
$1.95M – – –
HKIM
570
Hayek Kallen Investment Management
Alabama
$1.94M +$41K +906 +2%
MNBTD
571
Moody National Bank Trust Division
Texas
$1.94M +$26.5K +586 +1%
VCP
572
Verus Capital Partners
Arizona
$1.94M +$163K +3,601 +9%
PTC
573
Private Trust Company
Ohio
$1.93M +$174K +3,830 +10%
SVWAG
574
Sound View Wealth Advisors Group
Georgia
$1.92M +$45.1K +995 +2%
AWM
575
Accurate Wealth Management
Florida
$1.92M +$336K +7,377 +21%
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