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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 %
I
876
InceptionR
California
$802K -$659K -14,551 -45%
FWM
877
Finer Wealth Management
Massachusetts
$800K – – –
OLA
878
Oliver Luxxe Assets
New Jersey
$798K – – –
VCM
879
Virtue Capital Management
Tennessee
$797K -$51.8K -1,127 -6%
IAS
880
Insigneo Advisory Services
Florida
$793K +$793K +17,160 New
CAM
881
Cozad Asset Management
Illinois
$792K +$21.2K +469 +3%
IW
882
Imprint Wealth
South Carolina
$791K +$52.7K +1,141 +7%
EP
883
Eudaimonia Partners
Tennessee
$789K +$9.29K +205 +1%
LI
884
LMCG Investments
Massachusetts
$789K -$88.2K -1,948 -10%
CBNLCF
885
Cognios Beta Neutral Large Cap Fund
Kansas
$788K -$251K -5,540 -24%
CHA
886
Carmichael Hill & Associates
Maryland
$785K -$23.5K -518 -3%
PP
887
Patron Partners
Texas
$783K – – –
NAS
888
Nicolet Advisory Services
Wisconsin
$783K +$200K +4,343 +34%
HWA
889
HCR Wealth Advisors
California
$782K -$18.2K -401 -2%
CFA
890
CWS Financial Advisors
Michigan
$781K +$9.56K +211 +1%
PT
891
Plimoth Trust
Massachusetts
$777K -$17K -375 -2%
C
892
Certuity
Florida
$774K +$774K +17,090 New
BOH
893
Bank of Hawaii
Hawaii
$774K – – –
NFSG
894
Newbridge Financial Services Group
Florida
$774K +$65.7K +1,450 +9%
MIM
895
MTM Investment Management
South Carolina
$773K +$317 +7 +0%
IWN
896
Independent Wealth Network
Iowa
$773K +$53.5K +1,181 +7%
EGA
897
Eagle Global Advisors
Texas
$771K – – –
SFFS
898
Stonehage Fleming Financial Services
Jersey
$771K -$124K -2,740 -14%
PAMG
899
Patton Albertson Miller Group
Tennessee
$771K -$147K -3,236 -16%
SC
900
Sonen Capital
California
$770K -$17.9K -396 -2%
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36
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