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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 %
MLL
901
Moody Lynn & Lieberson
Massachusetts
$767K -$7.7K -170 -1%
TNB
902
Thomasville National Bank
Georgia
$765K +$12.4K +273 +2%
GCM
903
Gibraltar Capital Management
Oklahoma
$764K +$3.67K +81 +0.5%
TPCW
904
TD Private Client Wealth
New York
$763K -$20.5K -452 -3%
CC
905
Courier Capital
New York
$761K +$522K +11,531 +219%
CF
906
Centaurus Financial
California
$759K -$1.06M -23,492 -58%
DFCM
907
Dark Forest Capital Management
Puerto Rico
$758K +$758K +16,743 New
FNBTCON
908
First National Bank & Trust Co of Newtown
Pennsylvania
$754K -$24.5K -540 -3%
TCM
909
Tufton Capital Management
Maryland
$753K -$88.8K -1,960 -11%
QCG
910
Quadrant Capital Group
Ohio
$752K +$4.76K +105 +0.6%
SP
911
Symmetry Partners
Connecticut
$751K -$2.91M -64,316 -80%
CI
912
CX Institutional
Indiana
$749K +$202K +4,467 +37%
GIBU
913
Gulf International Bank (UK)
United Kingdom
$749K – – –
PP
914
Patten & Patten
Tennessee
$749K +$155K +3,420 +26%
CA
915
Cortland Associates
Missouri
$748K -$165K -3,636 -18%
HIP
916
HUB Investment Partners
Texas
$744K +$314K +6,929 +73%
CAM
917
Columbia Asset Management
Michigan
$742K – – –
BFO
918
Boston Family Office
Massachusetts
$740K – – –
FCA
919
FLC Capital Advisors
California
$735K +$242K +5,332 +49%
VCS
920
Vaughan & Co Securities
New Jersey
$731K -$38.1K -841 -5%
FG
921
Fiduciary Group
Georgia
$730K – – –
WIA
922
Westbourne Investment Advisors
Maryland
$729K – – –
BG
923
Bahl & Gaynor
Ohio
$726K +$35.8K +790 +5%
WKWM
924
Walter & Keenan Wealth Management
Indiana
$724K +$45 +1 +0%
BFA
925
Beacon Financial Advisory
Ohio
$724K -$40.6K -896 -5%
35 36
37
38 39