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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 %
DCM
676
Dudley Capital Management
Virginia
$1.41M +$16K +353 +1%
MSAM
677
Moloney Securities Asset Management
Missouri
$1.41M +$81.8K +1,806 +6%
DCM
678
Dupont Capital Management
Delaware
$1.41M -$271K -5,973 -16%
BT
679
Brandywine Trust
Delaware
$1.4M – – –
EWM
680
Empirical Wealth Management
Washington
$1.39M -$44.8K -988 -3%
FB
681
Fulton Bank
Pennsylvania
$1.39M -$2.49K -55 -0.2%
DFG
682
Delta Financial Group
New Jersey
$1.39M +$3.76K +83 +0.3%
LIM
683
Longfellow Investment Management
Massachusetts
$1.38M +$56.3K +1,242 +4%
SW
684
SVB Wealth
Massachusetts
$1.37M -$336K -7,408 -20%
MWM
685
Mission Wealth Management
California
$1.37M +$548K +12,102 +67%
S
686
SignatureFD
Georgia
$1.36M +$49.2K +1,085 +4%
MCM
687
Mill Capital Management
North Carolina
$1.36M -$146K -3,218 -10%
QT
688
Quantamental Technologies
New York
$1.36M +$1.36M +30,017 New
TIM
689
Timelo Investment Management
Ontario, Canada
$1.36M +$1.36M +30,000 New
FHA
690
Flagship Harbor Advisors
Massachusetts
$1.36M -$8.7K -192 -0.6%
KIG
691
Kowal Investment Group
Wisconsin
$1.35M +$11.2K +248 +0.8%
WS
692
Wedbush Securities
California
$1.35M -$15.8K -349 -1%
SAG
693
SageView Advisory Group
California
$1.33M +$90.9K +2,006 +7%
MAS
694
Meeder Advisory Services
Ohio
$1.33M +$4.58K +101 +0.3%
CAGAS
695
Capital Advisory Group Advisory Services
Minnesota
$1.32M +$25.6K +565 +2%
NLP
696
Next Level Private
New York
$1.32M +$14.1K +314 +1%
MWM
697
Modera Wealth Management
New Jersey
$1.32M +$696K +15,365 +111%
Two Sigma Investments
698
Two Sigma Investments
New York
$1.32M +$1.32M +29,100 New
FHA
699
First Horizon Advisors
Tennessee
$1.31M +$209K +4,616 +19%
MYIA
700
Mount Yale Investment Advisors
Colorado
$1.31M +$1.31M +28,885 New
26 27
28
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