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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 %
FFP
1226
FourThought Financial Partners
Florida
$386K -$15.3K -338 -4%
GIP
1227
Greatmark Investment Partners
Georgia
$385K +$43.6K +963 +13%
SWIM
1228
Smallwood Wealth Investment Management
New Jersey
$385K -$86.9K -1,919 -18%
HIC
1229
Holderness Investments Company
North Carolina
$384K -$28.3K -624 -7%
SLWA
1230
San Luis Wealth Advisors
California
$383K +$84.6K +1,867 +28%
MHIC
1231
Marble Harbor Investment Counsel
Massachusetts
$383K +$33.6K +741 +10%
CFO
1232
CVA Family Office
Colorado
$382K +$13.1K +290 +4%
PFA
1233
Peak Financial Advisors
Colorado
$382K +$113K +2,492 +42%
CWS
1234
Cypress Wealth Services
California
$382K +$3.63K +80 +1%
WQ
1235
Wealth Quarterback
New Jersey
$382K +$13.2K +291 +4%
AT
1236
Arden Trust
Delaware
$381K – – –
BCM
1237
Birmingham Capital Management
Alabama
$379K -$112K -2,475 -23%
GI
1238
Gradient Investments
Minnesota
$378K -$32.3K -713 -8%
TWA
1239
TCI Wealth Advisors
Arizona
$377K +$1.13K +25 +0.3%
AAG
1240
Armstrong Advisory Group
Massachusetts
$377K +$99.3K +2,192 +36%
CA
1241
Callahan Advisors
Texas
$376K +$453 +10 +0.1%
PWMAG
1242
Pinnacle Wealth Management Advisory Group
New Jersey
$376K -$61.9K -1,367 -14%
AWA
1243
Acorn Wealth Advisors
Michigan
$375K +$3.81K +84 +1%
SIC
1244
Sterling Investment Counsel
New York
$375K – – –
HA
1245
Herold Advisors
New York
$374K -$9.11K -201 -2%
SIA
1246
Soltis Investment Advisors
Utah
$373K +$11.8K +260 +3%
PK
1247
Pflug Koory
Nebraska
$373K +$453 +10 +0.1%
LA
1248
Legacy Advisors
Pennsylvania
$372K +$372K +8,202 New
RT
1249
Rockland Trust
Massachusetts
$370K -$173K -3,829 -32%
HCM
1250
Howland Capital Management
Massachusetts
$369K -$7.49K -162 -2%
48 49
50
51 52