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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 %
RA
1101
Resolute Advisors
California
$488K +$9.39K +203 +2%
FOFP
1102
Fee-Only Financial Planning
South Carolina
$487K -$45 -1 -0%
CB
1103
Centennial Bank
Arkansas
$487K -$236K -5,220 -33%
BCA
1104
Bay Colony Advisors
Massachusetts
$487K +$2.95K +65 +0.6%
CCA
1105
Cobblestone Capital Advisors
New York
$486K -$18.1K -399 -4%
HI
1106
Human Investing
Oregon
$486K -$89.8K -1,983 -16%
WPW
1107
Waldron Private Wealth
Pennsylvania
$485K -$115K -2,476 -19%
SLT
1108
St Louis Trust
Missouri
$485K – – –
HT
1109
Headlands Technologies
Illinois
$484K +$484K +10,690 New
SW
1110
SkyOak Wealth
Michigan
$484K – – –
IAP
1111
Indie Asset Partners
Indiana
$483K +$544 +12 +0.1%
PP
1112
PDS Planning
Ohio
$481K +$19.5K +431 +4%
BSB
1113
Bangor Savings Bank
Maine
$481K -$99.7K -2,200 -17%
OIM
1114
Orca Investment Management
Oregon
$480K +$3.31K +73 +0.7%
GL
1115
Graypoint LLC
New York
$479K -$53.6K -1,183 -10%
JAFL
1116
Jay A. Fishman Ltd
Michigan
$477K -$22.7K -500 -5%
MWM
1117
Maltin Wealth Management
New Jersey
$476K +$476K +10,515 New
DSA
1118
Droms Strauss Advisors
Missouri
$476K – – –
SF
1119
Summit Financial
New Jersey
$474K -$16.8K -363 -3%
LMKC
1120
L.M. Kohn & Company
Ohio
$474K +$53.2K +1,175 +13%
MPM
1121
Meritage Portfolio Management
Kansas
$473K +$2.27K +50 +0.5%
SP
1122
Successful Portfolios
Florida
$472K -$13.3K -293 -3%
SFG
1123
Sovereign Financial Group
Connecticut
$472K +$122K +2,703 +35%
FFG
1124
Frisch Financial Group
New York
$471K +$31.1K +687 +7%
IRC
1125
Investors Research Corp
Georgia
$470K -$3.4K -75 -0.7%
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45
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