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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 %
FF
651
Fluent Financial
Texas
$1.52M -$3.03M -66,857 -67%
OHWA
652
Oak Hill Wealth Advisors
Virginia
$1.52M +$102K +2,262 +7%
TMAM
653
Tokio Marine Asset Management
Japan
$1.51M +$35.2K +776 +2%
PPP
654
Private Portfolio Partners
New Jersey
$1.51M +$13.8K +305 +0.9%
TCPWM
655
Traverso Chambers Private Wealth Management
California
$1.5M -$6.84K -151 -0.5%
EF
656
Empirical Finance
Pennsylvania
$1.5M +$592K +13,064 +65%
CIC
657
Crawford Investment Counsel
Georgia
$1.48M -$50.3K -1,111 -3%
MSA
658
Marino Stram & Associates
Massachusetts
$1.48M -$7.38K -163 -0.5%
BA
659
Bellwether Advisors
Nebraska
$1.47M +$1.45M +32,105 +8,449%
LTAS
660
Linden Thomas Advisory Services
North Carolina
$1.47M +$42.5K +938 +3%
LA
661
Lynch & Associates
Indiana
$1.47M -$15.4K -339 -1%
KCPG
662
Kavar Capital Partners Group
Kansas
$1.47M -$186K -4,095 -11%
ATPW
663
Ashton Thomas Private Wealth
Arizona
$1.46M +$206K +4,538 +16%
Luther King Capital Management (LKCM)
664
Luther King Capital Management (LKCM)
Texas
$1.45M +$117K +2,591 +9%
JFG
665
Jefferies Financial Group
New York
$1.45M +$402K +8,873 +38%
AI
666
ArchPoint Investors
Florida
$1.45M – – –
UCFA
667
United Capital Financial Advisors
Texas
$1.44M -$951K -20,991 -40%
EWA
668
Exencial Wealth Advisors
Oklahoma
$1.43M +$24K +529 +2%
LDB
669
Lee, Danner & Bass
Tennessee
$1.43M +$3.49K +77 +0.2%
RIL
670
Rothschild Investment LLC
Illinois
$1.43M +$15.3K +338 +1%
PVI
671
Pine Valley Investments
New Jersey
$1.42M -$96.4K -2,094 -6%
GAG
672
GM Advisory Group
New York
$1.42M +$18.6K +411 +1%
LC
673
Lavaca Capital
Texas
$1.41M -$1.8M -39,765 -56%
SW
674
SteelPeak Wealth
California
$1.41M +$3.61K +78 +0.3%
RMSCM
675
R.M. Sincerbeaux Capital Management
New York
$1.41M – – –
25 26
27
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