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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 %
GW
1176
GW & Wade
Massachusetts
$428K +$3.85K +85 +0.9%
BFC
1177
Bedel Financial Consulting
Indiana
$427K +$122K +2,700 +40%
CST
1178
Charles Schwab Trust
Nevada
$427K +$12.1K +273 +3%
CAG
1179
Crestwood Advisors Group
Massachusetts
$426K -$91.7K -2,024 -18%
WP
1180
WMS Partners
Maryland
$426K -$20.4K -450 -5%
AWE
1181
Avidian Wealth Enterprises
Texas
$426K -$113K -2,486 -21%
JSL
1182
JT Stratford LLC
Georgia
$425K +$23.9K +527 +6%
WPA
1183
Winning Points Advisors
Florida
$425K -$1.69M -41,877 -80%
FAIM
1184
Financial Advocates Investment Management
Washington
$425K -$80.8K -1,783 -16%
CA
1185
Claro Advisors
Massachusetts
$424K +$42.5K +939 +11%
CIA
1186
Choate Investment Advisors
Massachusetts
$422K +$92.4K +2,039 +28%
HFBOT
1187
Home Federal Bank of Tennessee
Tennessee
$420K -$12.5K -277 -3%
CM
1188
Cercano Management
Washington
$419K – – –
MG
1189
Mather Group
Illinois
$419K +$176K +3,891 +73%
AWM
1190
Avaii Wealth Management
Wisconsin
$419K +$69.4K +1,533 +20%
MSFS
1191
Main Street Financial Solutions
Pennsylvania
$418K +$2.95K +65 +0.7%
NB
1192
Northwest Bancshares
Pennsylvania
$414K +$116K +2,563 +39%
AIM
1193
Anchor Investment Management
South Carolina
$413K +$2.54K +56 +0.6%
CPRC
1194
Consolidated Portfolio Review Corp
New York
$413K -$3.49K -77 -0.8%
PJSIMP
1195
P.J. Schmidt Investment Management (PJS)
Wisconsin
$412K -$5.59K -123 -1%
CCG
1196
Ceeto Capital Group
Florida
$412K – – –
SB
1197
Strategic Blueprint
Georgia
$412K +$38.4K +848 +10%
FCA
1198
Fortis Capital Advisors
Kansas
$409K -$1.02M -22,473 -71%
SL
1199
Sentry LLC
Tennessee
$409K – – –
CG
1200
CFO4Life Group
Texas
$409K +$10.3K +228 +3%
46 47
48
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