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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 %
MCA
926
Magnolia Capital Advisors
Mississippi
$724K +$27.3K +602 +4%
SMH
927
Sanders Morris Harris
Texas
$721K +$313K +6,855 +77%
IA
928
IFG Advisory
Georgia
$719K +$136 +3 +0%
EHC
929
Everett Harris & Co
California
$719K – – –
CIM
930
Cambria Investment Management
California
$713K -$102K -2,250 -13%
DAM
931
Delta Asset Management
Tennessee
$710K +$20.4K +450 +3%
GCM
932
Gables Capital Management
Florida
$708K +$5.21K +115 +0.7%
MS
933
Madden Securities
Texas
$708K +$216K +4,776 +44%
STA
934
Summit Trail Advisors
New York
$708K +$84.6K +1,824 +14%
PI
935
PFG Investments
New York
$708K +$93K +2,053 +15%
KTC
936
Kistler-Tiffany Companies
Pennsylvania
$697K +$62.4K +1,378 +10%
CPC
937
Consolidated Planning Corp
Georgia
$692K +$692K +15,279 New
AFG
938
Allegheny Financial Group
Pennsylvania
$688K -$24.2K -534 -3%
Loomis, Sayles & Company
939
Loomis, Sayles & Company
Massachusetts
$687K +$196K +4,328 +40%
CCT
940
Capital City Trust
Florida
$685K +$128K +2,833 +23%
AA
941
Advisory Alpha
Michigan
$684K +$94.6K +2,088 +16%
PCM
942
Palisade Capital Management
New Jersey
$684K – – –
KCM
943
Kendall Capital Management
Maryland
$684K – – –
V
944
VeraBank
Texas
$683K -$13.6K -300 -2%
SFI
945
Siemens Fonds Invest
Germany
$682K – – –
CLOS
946
Compagnie Lombard Odier SCmA
Switzerland
$680K +$680K +15,000 New
HGWM
947
Horst & Graben Wealth Management
Oregon
$679K -$39.3K -868 -5%
RBC
948
Romano Brothers & Co
Illinois
$678K -$21.5K -475 -3%
MWM
949
Meridian Wealth Management
Kentucky
$677K -$8.61K -190 -1%
HCP
950
Hexagon Capital Partners
Arkansas
$675K +$39K +861 +6%
36 37
38
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