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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 %
BTI
1276
Blue Trust Inc
Georgia
$350K -$300K -6,723 -46%
EW
1277
Evoke Wealth
California
$347K +$20.8K +449 +6%
SAM
1278
SP Asset Management
California
$346K +$6.48K +143 +2%
EWM
1279
EPG Wealth Management
Georgia
$345K +$997 +22 +0.3%
FBFS
1280
First Business Financial Services
Wisconsin
$345K – – –
TC
1281
Truvestments Capital
Florida
$344K -$37.7K -832 -10%
NEWAS
1282
N.E.W. Advisory Services
Wisconsin
$344K +$344K +7,587 New
WIM
1283
WealthPlan Investment Management
Nebraska
$343K -$152K -3,356 -31%
PGAM
1284
Princeton Global Asset Management
New Jersey
$343K -$468K -10,333 -58%
FBT
1285
First Bankers Trust
Kentucky
$341K -$5.66K -125 -2%
VCM
1286
Vivaldi Capital Management
Illinois
$340K +$35.2K +778 +12%
FBA
1287
Front Barnett Associates
Illinois
$340K -$2.72K -60 -0.8%
RCI
1288
RS Crum Inc
California
$340K -$18.1K -400 -5%
PGF
1289
Plan Group Financial
Oklahoma
$340K +$340K +7,689 New
FFA
1290
Farther Finance Advisors
California
$339K +$181K +3,993 +115%
OWA
1291
One Wealth Advisors
California
$338K -$16.6K -366 -5%
RCM
1292
Requisite Capital Management
Texas
$335K – – –
VA
1293
Valmark Advisers
Ohio
$335K -$1.12M -24,642 -77%
DWT
1294
Dorsey & Whitney Trust
South Dakota
$334K -$57K -1,258 -15%
EBSAM
1295
Eubel Brady & Suttman Asset Management
Ohio
$332K +$74.7K +1,650 +29%
CG
1296
Clarus Group
Texas
$332K +$65.1K +1,438 +24%
HBT
1297
Hills Bank & Trust
Iowa
$331K -$2.27K -50 -0.7%
KC
1298
Kenfarb & Co
Kentucky
$331K – – –
QIM
1299
Quantitative Investment Management
Virginia
$330K -$1.22M -26,947 -79%
DIM
1300
Delta Investment Management
California
$329K -$18.1K -400 -5%
50 51
52
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