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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 %
TSWM
576
Tyler-Stone Wealth Management
Ohio
$1.92M +$1.92M +42,303 New
EIG
577
Ellenbecker Investment Group
Wisconsin
$1.92M +$6.07K +134 +0.3%
WBC
578
Westpac Banking Corp
Australia
$1.91M +$1.72K +38 +0.1%
PL
579
Perpetual Ltd
Australia
$1.91M +$1.72K +38 +0.1%
NFG
580
Nations Financial Group
Iowa
$1.89M +$39.1K +863 +2%
KC
581
Kinloch Capital
Virginia
$1.87M -$68.3K -1,507 -4%
RIM
582
Redwood Investment Management
Arizona
$1.87M -$110K -2,432 -6%
FFA
583
Fortune Financial Advisors
Kansas
$1.87M +$1.87M +41,271 New
Koshinski Asset Management
584
Koshinski Asset Management
Illinois
$1.87M -$329K -7,262 -15%
HCMG
585
Howard Capital Management Group
California
$1.87M – – –
RAG
586
RIA Advisory Group
Iowa
$1.85M +$142K +3,124 +8%
SS
587
Sunbelt Securities
Texas
$1.85M +$20.7K +457 +1%
DEM
588
Disciplined Equity Management
Florida
$1.84M -$8.15K -180 -0.4%
AUB
589
Atlantic Union Bankshares
Virginia
$1.83M +$848K +18,718 +87%
PWM
590
Perigon Wealth Management
California
$1.82M +$1.22M +26,919 +204%
HKAM
591
Horizon Kinetics Asset Management
New York
$1.81M +$11.3K +250 +0.6%
CA
592
Cullinan Associates
Kentucky
$1.81M – – –
AMI
593
Amica Mutual Insurance
Rhode Island
$1.81M – – –
AIA
594
Affinity Investment Advisors
California
$1.81M +$19.8K +438 +1%
Vontobel Holding
595
Vontobel Holding
Switzerland
$1.8M +$115K +2,545 +7%
GT
596
Greenleaf Trust
Michigan
$1.8M -$136K -2,999 -7%
LNWWM
597
Laird Norton Wetherby Wealth Management
California
$1.79M -$80.1K -1,768 -4%
SB
598
Simmons Bank
Arkansas
$1.78M +$45.8K +1,011 +3%
HI
599
Harbour Investments
Wisconsin
$1.78M +$139K +3,062 +8%
PAM
600
Paradigm Asset Management
New York
$1.78M +$1.63M +36,000 +1,125%
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