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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 %
EWM
976
Endurance Wealth Management
Rhode Island
$634K -$45.3K -1,000 -7%
GP
977
Girard Partners
Pennsylvania
$632K +$23K +507 +4%
NGA
978
Naples Global Advisors
Florida
$630K +$2.87K +62 +0.5%
BMA
979
Brooks Moore & Associates
Tennessee
$628K +$4.53K +100 +0.7%
SIM
980
Stratos Investment Management
Ohio
$627K -$276K -6,092 -31%
BC
981
Burney Company
Virginia
$626K +$97.8K +2,158 +19%
QI
982
Qtron Investments
Massachusetts
$625K – – –
AWA
983
Arkadios Wealth Advisors
Georgia
$624K +$96.4K +2,129 +18%
CFP
984
Catalyst Financial Partners
Massachusetts
$624K +$86.4K +1,907 +16%
RFA
985
Resurgent Financial Advisors
Georgia
$623K -$11.1K -245 -2%
GIA
986
Gladstone Institutional Advisory
Florida
$622K -$18.7K -412 -3%
MGAM
987
McGowan Group Asset Management
Texas
$622K +$11.1K +245 +2%
SWM
988
Salvus Wealth Management
New Jersey
$621K +$23.6K +522 +4%
OIA
989
Optimum Investment Advisors
Illinois
$620K +$14K +308 +2%
TW
990
TrinityPoint Wealth
Connecticut
$619K -$58.3K -1,287 -9%
DWA
991
Douglass Winthrop Advisors
New York
$619K +$68K +1,500 +12%
CFG
992
Citizens Financial Group
Rhode Island
$619K -$437K -9,657 -41%
RWPA
993
Richard W. Paul & Associates
Michigan
$617K +$39K +860 +7%
BFA
994
Bill Few Associates
Pennsylvania
$617K +$11.3K +250 +2%
IP
995
Intellectus Partners
California
$615K +$2.17K +47 +0.4%
AWAP
996
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$615K +$115K +2,533 +23%
PCM
997
Perritt Capital Management
Illinois
$615K +$148K +3,260 +32%
NRD
998
Nebula Research & Development
New York
$614K +$289K +6,372 +89%
ACS
999
Archford Capital Strategies
Illinois
$610K -$866 -19 -0.1%
FTDI
1000
First Trust Direct Indexing
Massachusetts
$608K +$19K +419 +3%
38 39
40
41 42