MO icon

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 %
BMC
826
Beaton Management Company
Massachusetts
$900K +$1.36K +30 +0.2%
KIC
827
Keating Investment Counselors
Florida
$900K -$5.78M -127,613 -87%
DPIM
828
Duff & Phelps Investment Management
Illinois
$897K – – –
BCWM
829
Bartlett & Co Wealth Management
Ohio
$896K +$255K +5,505 +40%
BC
830
Bartlett & Co
Ohio
$896K +$254K +5,505 +40%
CCG
831
Coastwise Capital Group
California
$894K +$18K +397 +2%
BST
832
Bath Savings Trust
Maine
$894K – – –
WFS
833
Widmann Financial Services
Maryland
$894K -$15.1K -334 -2%
KCFA
834
Key Client Fiduciary Advisors
New Jersey
$892K +$35.4K +782 +4%
BPWM
835
Badgley Phelps Wealth Managers
Washington
$889K -$23.7K -524 -3%
CS
836
Cannell & Spears
New York
$886K -$1.66M -36,570 -65%
TCWM
837
Total Clarity Wealth Management
Illinois
$884K +$15.4K +339 +2%
AAS
838
Ameritas Advisory Services
Nebraska
$884K -$937K -20,373 -51%
TC
839
TownSquare Capital
Utah
$881K +$123K +2,726 +16%
TAM
840
Taurus Asset Management
New York
$874K – – –
H
841
HoyleCohen
California
$871K -$19.8K -436 -2%
CT
842
Cambridge Trust
Massachusetts
$869K +$49.8K +1,100 +6%
FSA
843
Franklin Street Advisors
North Carolina
$865K – – –
WSTAM
844
Wilbanks Smith & Thomas Asset Management
Virginia
$863K -$27.7K -612 -3%
GA
845
GoalVest Advisory
New York
$862K -$259K -5,719 -23%
LCGC
846
Legacy Capital Group California
California
$862K +$24.3K +537 +3%
CGL
847
Clarius Group LLC
Washington
$857K +$13.6K +301 +2%
ZF
848
Zhang Financial
Michigan
$855K -$16.3K -360 -2%
CAI
849
Capital Advisors Inc
Oklahoma
$854K -$79.9K -1,763 -9%
B
850
Bailard
California
$852K +$101K +2,220 +13%
32 33
34
35 36