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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 %
VCAM
1001
Van Cleef Asset Management
Ohio
$605K +$181 +4 +0%
FMWA
1002
Forvis Mazars Wealth Advisors
Missouri
$601K -$8.65K -191 -1%
KFA
1003
Kapstone Financial Advisors
Ohio
$600K -$53K -1,172 -8%
NRS
1004
Neville Rodie & Shaw
New York
$599K – – –
AAM
1005
Aureus Asset Management
Massachusetts
$598K -$3.17K -70 -0.5%
CCB
1006
Cutter & Co Brokerage
Missouri
$596K +$80.2K +1,770 +16%
CSB
1007
City State Bank
Iowa
$596K – – –
WPC
1008
Wedmont Private Capital
Pennsylvania
$596K +$116K +2,557 +24%
PWP
1009
Principle Wealth Partners
Connecticut
$595K -$59.8K -1,320 -9%
SFG
1010
StrategIQ Financial Group
Indiana
$593K – – –
CWP
1011
Concord Wealth Partners
Virginia
$593K +$204K +4,498 +52%
RDWM
1012
Red Door Wealth Management
Tennessee
$592K +$228K +5,036 +63%
EWM
1013
Evercore Wealth Management
New York
$591K -$181K -3,993 -23%
MAM
1014
Madison Asset Management
Wisconsin
$590K – – –
1WA
1015
180 Wealth Advisors
Washington
$589K -$505 -11 -0.1%
Empower Advisory Group
1016
Empower Advisory Group
Colorado
$588K +$87.8K +1,939 +18%
FG
1017
Foster Group
Iowa
$587K +$4.39K +97 +0.8%
ESB
1018
Essex Savings Bank
Connecticut
$586K -$51.6K -1,140 -8%
IPW
1019
Impact Partnership Wealth
Georgia
$586K +$586K +12,942 New
SEC
1020
Seven Eight Capital
New York
$585K -$447K -9,861 -43%
FMII
1021
Farmers & Merchants Investments Inc
Nebraska
$585K – – –
4WM
1022
44 Wealth Management
Oregon
$584K +$1.95K +43 +0.3%
WMA
1023
Wealth Management Associates
New Jersey
$583K +$75K +1,656 +15%
KWS
1024
Keystone Wealth Services
California
$581K -$30.8K -681 -5%
CC
1025
Cipher Capital
New York
$579K +$579K +12,789 New
39 40
41
42 43