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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 %
ES
801
ETF Store
Kansas
$981K +$80.5K +1,773 +9%
JCM
802
Jacobi Capital Management
Pennsylvania
$974K +$68.6K +1,515 +8%
GBT
803
Grove Bank & Trust
Florida
$970K -$18.3K -405 -2%
KCM
804
Kathmere Capital Management
Pennsylvania
$968K +$57.6K +1,272 +6%
ICA
805
Infrastructure Capital Advisors
New York
$968K +$521K +11,508 +117%
BHBT
806
Burke & Herbert Bank & Trust
Virginia
$964K +$56.4K +1,245 +6%
MJRIC
807
Mogy Joel R Investment Counsel
California
$964K -$36K -795 -4%
AIP
808
Ameritas Investment Partners
Nebraska
$959K -$20.9K -461 -2%
DWP
809
Daymark Wealth Partners
Ohio
$958K +$223K +4,928 +30%
LF
810
Lee Financial
Texas
$957K -$178K -3,920 -16%
Dodge & Cox
811
Dodge & Cox
California
$951K – – –
BFIM
812
Beese Fulmer Investment Management
Ohio
$950K +$39.9K +881 +4%
American Century Companies
813
American Century Companies
Missouri
$949K -$227 -5 -0%
IIM
814
Ipswich Investment Management
Massachusetts
$948K -$2.27K -50 -0.2%
WAP
815
Wealthcare Advisory Partners
Pennsylvania
$942K -$37.1K -818 -4%
RPC
816
Rossmore Private Capital
Connecticut
$940K – – –
Tudor Investment Corp
817
Tudor Investment Corp
Connecticut
$923K -$1.97M -43,562 -68%
GGI
818
Godsey & Gibb Inc
Virginia
$922K – – –
MMPW
819
Mitchell McLeod Pugh & Williams
Alabama
$922K – – –
PTC
820
Philadelphia Trust Company
Pennsylvania
$921K – – –
PCS
821
Personal CFO Solutions
New Jersey
$915K +$116K +2,558 +14%
BI
822
Bramshill Investments
Florida
$914K – – –
VCM
823
Viewpoint Capital Management
Washington
$913K +$36.7K +810 +4%
CCA
824
Checchi Capital Advisers
California
$911K -$36.2K -799 -4%
FFN
825
Focus Financial Network
Minnesota
$904K -$105K -2,251 -10%
31 32
33
34 35