MO icon

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 %
BP
601
BBR Partners
New York
$1.77M -$8.25K -182 -0.5%
LCM
602
Lazari Capital Management
California
$1.77M +$1.77M +39,039 New
PCIA
603
Prime Capital Investment Advisors
Kansas
$1.76M +$656K +14,475 +60%
WG
604
Welch Group
Alabama
$1.76M -$20.6K -455 -1%
NW
605
NewEdge Wealth
Pennsylvania
$1.75M +$33.2K +733 +2%
FFA
606
First Foundation Advisors
California
$1.75M +$131K +2,895 +8%
WTB
607
Washington Trust Bank
Washington
$1.75M +$51.9K +1,145 +3%
WIS
608
Wright Investors Service
Connecticut
$1.75M -$89.2K -1,969 -5%
EWA
609
EP Wealth Advisors
California
$1.74M +$1.35M +23,603 +353%
WWM
610
Western Wealth Management
Colorado
$1.73M +$19.4K +428 +1%
WEG
611
World Equity Group
Illinois
$1.72M +$1.05M +23,082 +155%
RBA
612
Richard Bernstein Advisors
New York
$1.7M – – –
CCM
613
Coldstream Capital Management
Washington
$1.7M -$34.4K -760 -2%
TC
614
TwinBeech Capital
New York
$1.7M -$29.9M -660,205 -95%
EFS
615
Essex Financial Services
Connecticut
$1.7M +$48.4K +1,068 +3%
MOS
616
MGO One Seven
Ohio
$1.69M +$87.8K +1,939 +5%
HH
617
Hilltop Holdings
Texas
$1.69M -$344K -7,598 -17%
IWA
618
Intercontinental Wealth Advisors
Texas
$1.69M +$38.1K +842 +2%
OIA
619
OneDigital Investment Advisors
Kansas
$1.68M -$9.24K -204 -0.5%
PA
620
Parallel Advisors
California
$1.68M +$217K +4,799 +15%
PS
621
Pensionfund Sabic
Netherlands
$1.68M – – –
IAMOG
622
Investors Asset Management of Georgia
Georgia
$1.68M -$27.2K -600 -2%
MIC
623
Means Investment Company
Maine
$1.67M -$38.8K -857 -2%
XSC
624
X-Square Capital
Puerto Rico
$1.67M -$294K -6,489 -15%
IWM
625
IHT Wealth Management
Illinois
$1.65M -$25.6K -566 -2%
23 24
25
26 27