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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 %
JIP
726
Jaffetilchin Investment Partners
Florida
$1.19M -$237K -5,238 -17%
PNC
727
Park National Corp
Ohio
$1.19M -$5.03K -111 -0.4%
PP
728
Paloma Partners
Connecticut
$1.19M +$1.19M +26,248 New
TCA
729
Transcend Capital Advisors
New Jersey
$1.19M +$5.62K +124 +0.5%
WI
730
Wedgewood Investors
Pennsylvania
$1.19M -$39.6K -875 -3%
SMC
731
Smith, Moore & Co
Missouri
$1.18M -$32.7K -721 -3%
FWM
732
Focused Wealth Management
New York
$1.18M +$50.9K +1,124 +5%
CCC
733
Chelsea Counsel Company
California
$1.17M -$231K -5,000 -16%
BAM
734
Belpointe Asset Management
Nevada
$1.17M -$2.34M -51,611 -67%
CAM
735
Close Asset Management
United Kingdom
$1.17M -$1.68K -37 -0.1%
HSA
736
HBK Sorce Advisory
Pennsylvania
$1.17M +$37.1K +819 +3%
SLI
737
Sumitomo Life Insurance
Japan
$1.16M -$107K -2,366 -8%
AP
738
Arlington Partners
Alabama
$1.16M – – –
CBC
739
Coombe, Bender & Co
New York
$1.15M +$52.4K +1,156 +5%
CAC
740
Certified Advisory Corp
Florida
$1.14M -$21.7K -478 -2%
LCM
741
Logan Capital Management
Pennsylvania
$1.14M – – –
CI
742
Ceera Investments
Texas
$1.14M +$1.14M +25,189 New
LIA
743
LS Investment Advisors
Michigan
$1.14M +$1.09K +24 +0.1%
SFA
744
Sequoia Financial Advisors
Ohio
$1.14M +$49K +1,082 +5%
TCM
745
Traynor Capital Management
Pennsylvania
$1.13M -$12.9K -284 -1%
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
$1.13M +$304K +6,717 +37%
BCP
747
Berkeley Capital Partners
Georgia
$1.13M +$151K +3,335 +15%
BW
748
Bison Wealth
Georgia
$1.13M +$544K +12,008 +93%
CIG
749
Cascade Investment Group
Colorado
$1.12M -$13.3K -294 -1%
PFGIA
750
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M +$68.4K +1,509 +6%
28 29
30
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