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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 %
EP
1051
Edgestream Partners
New Jersey
$540K -$907K -20,033 -63%
SCM
1052
Shelton Capital Management
Colorado
$539K -$20.2K -447 -4%
KFA
1053
Krane Funds Advisors
New York
$539K +$539K +11,895 New
MWM
1054
Mattern Wealth Management
Kansas
$538K +$3.35K +74 +0.6%
LFGH
1055
Lee Financial Group Hawaii
Hawaii
$537K +$270K +5,959 +101%
WSCM
1056
Wellington Shields Capital Management
New York
$537K – – –
BCP
1057
Blue Chip Partners
Michigan
$536K -$54.8K -1,210 -9%
LSAG
1058
Lake Street Advisors Group
New Hampshire
$535K +$9.51K +210 +2%
EAM
1059
Evanson Asset Management
California
$534K +$4.58K +101 +0.9%
CNBT
1060
Canandaigua National Bank & Trust
New York
$534K -$11.2K -248 -2%
WAM
1061
Walker Asset Management
Missouri
$534K -$42.8K -945 -7%
BMWM
1062
Brown Miller Wealth Management
Virginia
$533K -$45 -1 -0%
CCWM
1063
Cassaday & Co Wealth Management
Virginia
$531K -$23.4K -516 -4%
BTWM
1064
Baker Tilly Wealth Management
Wisconsin
$531K -$146K -3,223 -22%
CGA
1065
Crescent Grove Advisors
Illinois
$530K -$203K -4,407 -28%
HI
1066
Horizon Investments
North Carolina
$529K -$159K -3,504 -23%
CWM
1067
C2C Wealth Management
Arizona
$529K – – –
CAAS
1068
Capital Asset Advisory Services
Michigan
$528K -$17.2K -377 -3%
NAG
1069
Northstar Advisory Group
New Jersey
$527K -$48.2K -1,063 -8%
BJL
1070
Brighton Jones LLC
Washington
$526K -$99.9K -2,205 -16%
BO
1071
Bank OZK
Arkansas
$526K -$45K -994 -8%
CRI
1072
Colonial River Investments
Virginia
$525K +$1.45K +32 +0.3%
GC
1073
Gilbert & Cook
Iowa
$524K +$24K +530 +5%
PCM
1074
Penserra Capital Management
California
$523K +$519K +11,466 +11,944%
TCOO
1075
Trust Company of Oklahoma
Oklahoma
$523K – – –
41 42
43
44 45