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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 %
WTA
951
Washington Trust Advisors
Massachusetts
$671K -$109K -2,400 -14%
MLA
952
My Legacy Advisors
Oregon
$670K +$10.5K +230 +2%
PWW
953
Pettyjohn Wood & White
Virginia
$668K – – –
SXL
954
Summit X LLC
Missouri
$666K +$27.1K +597 +4%
CA
955
Cornerstone Advisory
Maryland
$664K +$5.44K +120 +0.8%
EB
956
Exchange Bank
California
$662K +$662K +14,623 New
DWM
957
Dorchester Wealth Management
Quebec, Canada
$661K +$227 +5 +0%
SPWM
958
Straight Path Wealth Management
Michigan
$660K -$11.6K -257 -2%
BMCM
959
Burns Matteson Capital Management
New York
$658K +$658K +14,532 New
CAL
960
Capital Analysts LLC
Pennsylvania
$657K +$7.52K +166 +1%
VT
961
Vise Technologies
New York
$657K +$7.07K +156 +1%
AOWM
962
Alpha Omega Wealth Management
Virginia
$657K -$13.7K -303 -2%
MIM
963
Marco Investment Management
Georgia
$655K +$49.8K +1,100 +8%
TPWA
964
TRUE Private Wealth Advisors
Oregon
$652K +$4.53K +100 +0.7%
DWM
965
Dakota Wealth Management
Florida
$651K +$25.8K +569 +4%
SWMP
966
Signature Wealth Management Partners
New Jersey
$650K +$8.02K +177 +1%
WHG
967
Westwood Holdings Group
Texas
$645K -$53.8K -1,189 -8%
WFM
968
Wolff Financial Management
Michigan
$643K +$91 +2 +0%
OBWG
969
Onyx Bridge Wealth Group
New York
$641K +$106K +2,348 +20%
CA
970
Continuum Advisory
Idaho
$640K +$30.8K +679 +5%
AWM
971
Axxcess Wealth Management
California
$639K -$879K -19,404 -58%
RMAM
972
Raab & Moskowitz Asset Management
New Jersey
$639K – – –
MTCM
973
Mint Tower Capital Management
Netherlands
$639K +$639K +14,100 New
TAM
974
Terrapin Asset Management
Florida
$634K – – –
OPTFSNA
975
Old Point Trust & Financial Services N A
Virginia
$634K – – –
37 38
39
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