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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 %
PCA
1201
Prosperity Capital Advisors
Ohio
$408K -$34.6K -763 -8%
NSEDCP
1202
NJ State Employees Deferred Compensation Plan
New Jersey
$408K – – –
WA
1203
Wealth Alliance
New York
$407K +$51.1K +1,127 +14%
WSC
1204
Wellington Shields & Co
New York
$407K +$8.52K +188 +2%
EDRIA
1205
Edmonds Duncan Registered Investment Advisors
Kansas
$406K – – –
RMDI
1206
R.M. Davis Inc
Maine
$406K +$197K +4,356 +94%
JHCP
1207
Jackson Hole Capital Partners
Oklahoma
$405K -$335K -7,400 -45%
FMTC
1208
Farmers & Merchants Trust Company
California
$405K -$27.2K -600 -6%
CAWM
1209
Capital Advisors Wealth Management
Washington
$405K -$3.71K -82 -0.9%
VFA
1210
Voya Financial Advisors
Connecticut
$404K +$4.09K +91 +1%
FPCP
1211
Fort Point Capital Partners
California
$403K -$19.8K -438 -5%
CI
1212
Conning Inc
Connecticut
$402K -$96.5K -2,130 -19%
CFSG
1213
Clark Financial Services Group
Missouri
$402K +$227 +5 +0.1%
EFL
1214
ERn Financial LLC
Wisconsin
$400K -$19.1K -422 -5%
AI
1215
Accredited Investors
Minnesota
$398K +$6.66K +147 +2%
TSS
1216
Two Sigma Securities
New York
$396K -$52.6K -1,161 -12%
MHB
1217
Midwest Heritage Bank
Iowa
$395K – – –
BP
1218
Ballentine Partners
Massachusetts
$393K -$363K -8,010 -48%
TBC
1219
Ted Buchan & Co
California
$392K +$40K +882 +11%
SIA
1220
Schechter Investment Advisors
Michigan
$392K -$40.1K -885 -9%
SC
1221
Stephens Consulting
Michigan
$388K -$6.03K -133 -2%
PL
1222
Plancorp LLC
Missouri
$388K -$2.08K -46 -0.5%
FTC
1223
Farmers Trust Company
Ohio
$387K -$2.22K -49 -0.6%
SDAM
1224
Shulman DeMeo Asset Management
New York
$387K -$23.1K -511 -6%
IA
1225
IFG Advisors
Missouri
$386K – – –
47 48
49
50 51