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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 %
BCMLT
1301
Beacon Capital Management LLC (Tennessee)
Tennessee
$328K +$24.2K +535 +8%
PSFG
1302
Prairie Sky Financial Group
Illinois
$327K +$327K +7,225 New
HWA
1303
HHM Wealth Advisors
Tennessee
$326K – – –
FFBTD
1304
First Financial Bank - Trust Division
Ohio
$326K -$5.21K -115 -2%
OWA
1305
Opal Wealth Advisors
New York
$326K +$6.61K +146 +2%
KIA
1306
KCM Investment Advisors
California
$325K -$98K -2,164 -23%
TIA
1307
Tandem Investment Advisors
South Carolina
$325K +$27.2K +599 +9%
SSW
1308
Smith Shellnut Wilson
Mississippi
$324K – – –
VHAM
1309
Van Hulzen Asset Management
California
$324K +$45 +1 +0%
CTI
1310
Community Trust & Investment
Kentucky
$323K – – –
ET
1311
Equitable Trust
Tennessee
$323K -$13.6K -300 -4%
BCM
1312
Bayesian Capital Management
New York
$320K +$320K +7,074 New
MPI
1313
Mairs & Power Inc
Minnesota
$320K +$91 +2 +0%
CT
1314
Coastline Trust
Rhode Island
$318K – – –
PMFA
1315
Plante Moran Financial Advisors
Michigan
$317K – – –
DSN
1316
D. Scott Neal
Kentucky
$317K – – –
MA
1317
MCF Advisors
Kentucky
$317K +$5.02K +109 +2%
NMIMC
1318
Northwestern Mutual Investment Management Company
Wisconsin
$314K +$997 +22 +0.3%
MA
1319
MBA Advisors
Pennsylvania
$314K – – –
CWM
1320
Congress Wealth Management
Massachusetts
$312K -$153K -3,378 -33%
CT
1321
Colonial Trust
South Carolina
$310K +$124K +2,738 +67%
TA
1322
TrueWealth Advisors
Alabama
$309K -$26.2K -579 -8%
WB
1323
Webster Bank
Connecticut
$308K – – –
EIP
1324
Ellis Investment Partners
Pennsylvania
$308K +$5.07K +112 +2%
WDA
1325
Wendell David Associates
New Hampshire
$308K – – –
51 52
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