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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 %
CCG
751
Capital CS Group
California
$1.12M – – –
RIA
752
Realta Investment Advisors
Delaware
$1.12M -$157K -3,457 -12%
WANY
753
Wealthspire Advisors (New York)
New York
$1.12M -$41.4K -914 -4%
WP
754
WealthPLAN Partners
Nebraska
$1.12M -$62.3K -1,375 -5%
BFS
755
Bradley Foster & Sargent
Connecticut
$1.12M -$41.3K -912 -4%
LIM
756
Loudon Investment Management
New Hampshire
$1.11M -$580K -12,805 -34%
SIMG
757
Sonora Investment Management Group
Arizona
$1.1M -$83.6K -1,845 -7%
XF
758
XML Financial
Maryland
$1.1M +$12.6K +279 +1%
RCAG
759
Rehmann Capital Advisory Group
Michigan
$1.1M -$28.5K -629 -3%
SSB
760
Sandy Spring Bank
Maryland
$1.1M +$1.68K +37 +0.2%
QCM
761
Quantinno Capital Management
New York
$1.1M -$23.8K -525 -2%
SIC
762
Shoker Investment Counsel
Ohio
$1.1M +$43.9K +968 +4%
WAAG
763
Wealth Alliance Advisory Group
Kansas
$1.09M +$1.13K +25 +0.1%
PA
764
PFG Advisors
Arizona
$1.09M -$89.1K -1,967 -8%
WF
765
Welch & Forbes
Massachusetts
$1.09M -$109K -2,400 -9%
CG
766
Colony Group
Massachusetts
$1.08M -$4.8K -106 -0.4%
IFAM
767
Institutional & Family Asset Management
Colorado
$1.08M +$2.17K +48 +0.2%
SAM
768
Shell Asset Management
Netherlands
$1.08M -$170K -3,753 -14%
HAG
769
HF Advisory Group
Maryland
$1.08M +$134K +2,954 +14%
PA
770
Profund Advisors
Maryland
$1.08M +$2.58K +57 +0.2%
I
771
INVST
Indiana
$1.07M -$54.3K -1,199 -5%
SIM
772
Sentry Investment Management
Wisconsin
$1.07M +$469K +10,360 +79%
KJHP
773
K.J. Harrison & Partners
Ontario, Canada
$1.06M -$90.3K -2,000 -8%
CBT
774
CoreFirst Bank & Trust
Kansas
$1.05M -$39.8K -878 -4%
FMAEN1
775
Fund Management at Engine No 1
California
$1.05M +$71.8K +1,586 +7%
29 30
31
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