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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 %
CD
1076
Chapin Davis
Maryland
$523K -$12.5K -275 -2%
PFP
1077
Paragon Financial Partners
California
$522K – – –
UBV
1078
United Bank (Virginia)
Virginia
$521K -$4.53K -100 -0.9%
MCA
1079
MSH Capital Advisors
Arizona
$519K +$1.63K +36 +0.3%
FFM
1080
Forum Financial Management
Illinois
$518K +$32.8K +723 +7%
PAG
1081
Powers Advisory Group
Illinois
$514K +$408 +9 +0.1%
ECG
1082
Edge Capital Group
Georgia
$514K – – –
MCM
1083
Monarch Capital Management
Indiana
$513K – – –
RA
1084
RFG Advisory
Alabama
$512K -$5.75K -127 -1%
FWP
1085
FAS Wealth Partners
Kansas
$511K +$16.5K +365 +3%
MA
1086
MONECO Advisors
Connecticut
$511K -$8.65K -191 -2%
WA
1087
Wealth Architects
California
$505K +$6.48K +143 +1%
LB
1088
Leo Brokerage
Texas
$505K +$69.8K +1,540 +16%
PIMG
1089
Patriot Investment Management Group
Tennessee
$504K +$50.1K +1,106 +11%
TT
1090
TI-Trust
Illinois
$503K – – –
DSC
1091
Duncker Streett & Co
Missouri
$502K -$20K -441 -4%
GSIAS
1092
Garden State Investment Advisory Services
New Jersey
$502K +$30.3K +670 +6%
ST
1093
Spinnaker Trust
Maine
$501K – – –
PFBT
1094
Parkside Financial Bank & Trust
Missouri
$501K -$81.7K -1,803 -14%
ICG
1095
InterOcean Capital Group
Tennessee
$501K +$6.84K +151 +1%
TMWM
1096
Taylor & Morgan Wealth Management
Michigan
$499K +$1.31K +29 +0.3%
IC
1097
Inscription Capital
Texas
$495K – – –
Wolverine Trading
1098
Wolverine Trading
Illinois
$495K -$1.14M -25,435 -70%
AWA
1099
AmeriServ Wealth Advisors
Pennsylvania
$494K -$5.8K -128 -1%
TFM
1100
TFC Financial Management
Massachusetts
$490K – – –
42 43
44
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