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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 %
MBT
1126
Montecito Bank & Trust
California
$468K – – –
FLPIM
1127
F.L. Putnam Investment Management
Massachusetts
$468K +$27.5K +606 +6%
SFG
1128
Sowa Financial Group
Rhode Island
$466K +$7.34K +162 +2%
WA
1129
WBH Advisory
Maryland
$463K -$10.7K -236 -2%
CIA
1130
Cladis Investment Advisory
Montana
$463K +$18.8K +414 +4%
TIM
1131
Total Investment Management
Arizona
$462K -$1.68K -37 -0.4%
GD
1132
Grandfield & Dodd
New York
$462K – – –
SCM
1133
Schnieders Capital Management
California
$460K – – –
IGWM
1134
ICA Group Wealth Management
Colorado
$460K -$1.23M -27,175 -73%
LWM
1135
Laidlaw Wealth Management
New York
$459K +$46K +1,016 +11%
MA
1136
Montag & Associates
Georgia
$459K – – –
AWM
1137
Avior Wealth Management
Nebraska
$458K -$8.11K -179 -2%
SAM
1138
Synergy Asset Management
Washington
$457K +$2.04K +45 +0.4%
DOA
1139
D'Orazio & Associates
Virginia
$457K -$126K -2,776 -22%
ALAM
1140
Asahi Life Asset Management
Japan
$457K -$2.72K -60 -0.6%
SCA
1141
STALEY CAPITAL ADVISERS
Pennsylvania
$457K – – –
HCM
1142
Hall Capital Management
Rhode Island
$456K -$3.4K -75 -0.7%
GSEP
1143
Golden State Equity Partners
California
$456K +$456K +10,064 New
NWM
1144
Northcape Wealth Management
New York
$456K +$99.7K +2,200 +28%
State Farm Mutual Automobile Insurance
1145
State Farm Mutual Automobile Insurance
Illinois
$453K – – –
AB
1146
Atlas Brown
Kentucky
$453K +$4.85K +107 +1%
SFC
1147
Strategic Financial Concepts
Texas
$453K -$32.2K -711 -7%
GCA
1148
Guardian Capital Advisors
Ontario, Canada
$452K -$45.7K -1,000 -9%
WDG
1149
Wealth Dimensions Group
Ohio
$452K +$5.03K +111 +1%
CPA
1150
Court Place Advisors
Maryland
$452K +$4.53K +100 +1%
44 45
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