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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 %
SWM
701
Spire Wealth Management
Virginia
$1.31M -$11.8K -260 -0.9%
TNBTD
702
Trustmark National Bank Trust Department
Mississippi
$1.31M -$2.25M -49,649 -63%
VAS
703
Valicenti Advisory Services
New York
$1.3M -$453 -10 -0%
BAM
704
Berkshire Asset Management
Pennsylvania
$1.29M -$139K -3,070 -10%
WA
705
WP Advisors
California
$1.29M -$45.4K -1,002 -3%
TPA
706
Trivium Point Advisory
Connecticut
$1.29M +$4.44K +98 +0.3%
FHB
707
First Hawaiian Bank
Hawaii
$1.28M -$81.9K -1,807 -6%
NHC
708
Nicholas Hoffman & Company
Georgia
$1.28M -$36.3K -801 -3%
AF
709
Advisornet Financial
Minnesota
$1.28M +$93.7K +2,069 +8%
OWA
710
Octavia Wealth Advisors
Ohio
$1.28M -$2.4K -52 -0.2%
LIM
711
Leavell Investment Management
Alabama
$1.27M +$1.39K +30 +0.1%
ACL
712
Applied Capital LLC
Florida
$1.27M +$3.94K +87 +0.3%
DCM
713
Delta Capital Management
New Jersey
$1.27M -$7.02K -155 -0.6%
FA
714
FDx Advisors
Illinois
$1.26M -$1.67M -36,777 -57%
WB
715
WesBanco Bank
West Virginia
$1.25M -$28.7K -635 -2%
KMWM
716
Keudell/Morrison Wealth Management
Oregon
$1.25M -$17.9K -395 -1%
TC
717
Telemus Capital
Michigan
$1.23M -$20.9K -462 -2%
JWBC
718
J.W. Burns & Co
New York
$1.22M +$13.1K +290 +1%
FCA
719
FinTrust Capital Advisors
South Carolina
$1.22M – – –
NCM
720
Narwhal Capital Management
Georgia
$1.22M +$453 +10 +0%
AFP
721
Ausdal Financial Partners
Iowa
$1.21M +$28.4K +626 +2%
AWA
722
Arete Wealth Advisors
Illinois
$1.21M +$268K +5,924 +28%
GSB
723
Greenfield Savings Bank
Massachusetts
$1.21M +$6.34K +140 +0.5%
HCA
724
Harbor Capital Advisors
Illinois
$1.21M – – –
WWM
725
Wagner Wealth Management
South Carolina
$1.19M -$35.5K -783 -3%
27 28
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