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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 %
TIM
1026
Tevis Investment Management
Texas
$578K – – –
LI
1027
Lafayette Investments
Maryland
$575K -$118K -2,607 -17%
SWA
1028
Sax Wealth Advisors
New Jersey
$575K +$498 +11 +0.1%
TG
1029
TCW Group
California
$574K – – –
CRWM
1030
Castle Rock Wealth Management
California
$574K – – –
CC
1031
Chicago Capital
Illinois
$573K -$26.4K -583 -4%
SOAMC
1032
Spirit of America Management Corp
New York
$573K – – –
EI
1033
Ethic Inc
New York
$569K -$15.6K -345 -3%
VRM
1034
Vectors Research Management
New York
$567K +$43.1K +951 +8%
PIA
1035
Pinion Investment Advisors
Kansas
$564K +$15.7K +346 +3%
PWM
1036
PBMares Wealth Management
Virginia
$561K -$29.7K -656 -5%
FWTB
1037
First Western Trust Bank
Colorado
$561K -$9.24K -204 -2%
IP
1038
Ignite Planners
California
$560K -$24.7K -538 -4%
HI
1039
Hendershot Investments
Virginia
$555K – – –
WP
1040
Westmount Partners
California
$555K +$4.53K +100 +0.8%
AM
1041
AGF Management
Ontario, Canada
$551K +$551K +12,171 New
PWPS
1042
Pinnacle Wealth Planning Services
Ohio
$551K -$61.5K -1,358 -10%
RGF
1043
Retirement Guys Formula
Ohio
$550K +$37.1K +819 +7%
CPIG
1044
Chicago Partners Investment Group
Illinois
$548K +$102K +2,284 +23%
SFI
1045
SPC Financial Inc
Maryland
$548K -$8.25K -182 -1%
MFG
1046
MidWestOne Financial Group
Iowa
$547K -$9.51K -210 -2%
SBH
1047
Segall Bryant & Hamill
Illinois
$547K -$15.9K -352 -3%
CSI
1048
Cross Staff Investments
New York
$542K – – –
LWCFA
1049
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$541K -$27.2K -600 -5%
WAM
1050
WFA Asset Management
Wisconsin
$541K +$9.97K +220 +2%
40 41
42
43 44