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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 %
ACP
1151
Aveo Capital Partners
Colorado
$452K +$28.3K +625 +7%
SFG
1152
Summit Financial Group
West Virginia
$451K -$1.13K -25 -0.3%
WE
1153
Wealth Effects
Massachusetts
$447K +$7.93K +175 +2%
PPW
1154
Parcion Private Wealth
Washington
$447K – – –
SOS
1155
Silver Oak Securities
Tennessee
$446K -$60.3K -1,330 -12%
CVM
1156
Cheviot Value Management
California
$444K +$14.5K +321 +3%
TF
1157
Trek Financial
Arizona
$443K -$30.3K -668 -6%
RWP
1158
RWA Wealth Partners
Massachusetts
$442K +$442K +9,754 New
SC
1159
SRB Corp
Massachusetts
$440K +$93K +2,054 +27%
EA
1160
Eudaimonia Advisors
Tennessee
$440K +$32.2K +711 +8%
TAM
1161
Tocqueville Asset Management
New York
$440K +$26K +573 +6%
BFG
1162
Bouchey Financial Group
New York
$439K +$11.1K +246 +3%
SPWG
1163
Sage Private Wealth Group
Illinois
$438K -$14.3K -316 -3%
XWM
1164
Xcel Wealth Management
Florida
$437K -$2.27K -50 -0.5%
LW
1165
Linscomb Wealth
Texas
$436K -$27.2K -600 -6%
FWMM
1166
Foundation Wealth Management (Missouri)
Missouri
$436K +$1.22K +27 +0.3%
OC
1167
Oakworth Capital
Alabama
$435K -$29.4K -650 -6%
PA
1168
Procyon Advisors
Connecticut
$434K +$118K +2,613 +37%
CCA
1169
Cravens & Co Advisors
Tennessee
$434K -$1.81K -40 -0.4%
MSCM
1170
McElhenny Sheffield Capital Management
Texas
$433K +$6.7K +148 +2%
WCM
1171
Whitener Capital Management
North Carolina
$432K -$7.7K -170 -2%
CIA
1172
Cohen Investment Advisors
New Hampshire
$432K -$21.8K -481 -5%
GS
1173
GTS Securities
New York
$432K +$432K +9,533 New
IF
1174
Intrua Financial
Texas
$429K +$37.1K +819 +9%
WT
1175
Washington Trust
Rhode Island
$429K -$20.3K -448 -5%
45 46
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