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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 %
FP
1251
Financial Perspectives
Minnesota
$369K +$45 +1 +0%
PWP
1252
Private Wealth Partners
California
$368K – – –
VCG
1253
Vantage Consulting Group
Virginia
$367K -$4.3K -95 -1%
SA
1254
Syntax Advisors
New York
$367K -$4.3K -95 -1%
ACIM
1255
Azimuth Capital Investment Management
Michigan
$367K – – –
DZ Bank
1256
DZ Bank
Germany
$367K -$15.1M -333,845 -98%
RCM
1257
Raleigh Capital Management
North Carolina
$366K -$14.4K -317 -4%
PA
1258
Prossimo Advisors
California
$365K +$4.08K +90 +1%
WCAMG
1259
Woodard & Company Asset Management Group
North Carolina
$365K – – –
AAS
1260
Asset Allocation Strategies
Michigan
$363K +$363K +8,022 New
OSNBOA
1261
Old Second National Bank of Aurora
Illinois
$363K – – –
PWMG
1262
Provence Wealth Management Group
California
$363K +$363K +8,008 New
WHRC
1263
W.H. Reaves & Co
New Jersey
$362K – – –
GC
1264
Grimes & Company
Massachusetts
$360K -$11.1K -245 -3%
LGG
1265
Luts & Greenleigh Group
Maryland
$360K +$4.53K +100 +1%
LA
1266
Lane & Associates
New Jersey
$359K +$12.9K +285 +4%
EGM
1267
Engineers Gate Manager
New York
$359K -$5.59M -123,372 -94%
BFG
1268
Berger Financial Group
Minnesota
$358K +$3.08K +68 +0.9%
MAG
1269
Mayfair Advisory Group
Alabama
$357K +$4.97K +108 +1%
GFS
1270
GYL Financial Synergies
Connecticut
$356K +$19.7K +435 +6%
HIC
1271
Harvey Investment Company
Kentucky
$355K – – –
CA
1272
Centerpoint Advisors
Massachusetts
$354K +$317 +7 +0.1%
TFA
1273
Teamwork Financial Advisors
Texas
$353K -$18.1K -399 -5%
CG
1274
Cutler Group
California
$352K +$184K +4,068 +110%
IAG
1275
Investment Advisory Group
Massachusetts
$352K -$19.1K -421 -5%
49 50
51
52 53