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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 %
MSS
851
Mitchell Sinkler & Starr
Pennsylvania
$852K – – –
APA
852
Astoria Portfolio Advisors
New York
$850K +$89.7K +1,969 +12%
DT
853
Diversified Trust
Tennessee
$847K -$264K -5,828 -24%
TWM
854
Tradition Wealth Management
Minnesota
$847K +$23.8K +525 +3%
KFC
855
Klingenstein Fields & Co
New York
$843K -$27.2K -600 -3%
MAWAG
856
Mid-American Wealth Advisory Group
Missouri
$841K +$841K +18,413 New
THWM
857
Taylor Hoffman Wealth Management
Virginia
$840K -$34K -750 -4%
CT
858
Chicago Trust
Illinois
$839K +$13.6K +301 +2%
WDC
859
Woodward Diversified Capital
California
$838K -$20.4K -451 -2%
FT
860
Fiduciary Trust
Massachusetts
$836K -$35.9K -793 -4%
KCM
861
Kanawha Capital Management
Virginia
$834K +$951 +21 +0.1%
MCM
862
Mork Capital Management
California
$834K – – –
QPBE
863
Quintet Private Bank (Europe)
Luxembourg
$829K -$13.7K -298 -2%
EF
864
Exeter Financial
Arizona
$825K +$39K +855 +5%
GAM
865
Griffin Asset Management
New York
$819K -$733K -16,184 -47%
WIP
866
WealthCare Investment Partners
Rhode Island
$819K +$88.3K +1,920 +12%
NSIM
867
North Star Investment Management
Illinois
$819K +$815 +18 +0.1%
TAM
868
Titleist Asset Management
Texas
$812K -$95K -2,097 -10%
EWG
869
Executive Wealth Group
Washington
$811K +$19.1K +422 +2%
WA
870
Waverly Advisors
Alabama
$811K +$9.2K +203 +1%
LC
871
Lindbrook Capital
California
$810K -$227 -5 -0%
KA
872
KLCM Advisors
Wisconsin
$809K +$1.04K +23 +0.1%
MWA
873
Moser Wealth Advisors
Washington
$809K +$809K +17,858 New
JIC
874
Joel Isaacson & Co
New York
$808K -$13.9K -306 -2%
NL
875
NWAM LLC
Washington
$807K +$40.7K +899 +5%
33 34
35
36 37