MO icon

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 %
ITIM
1326
Indiana Trust & Investment Management
Indiana
$308K -$689K -15,202 -69%
Jones Financial Companies
1327
Jones Financial Companies
Missouri
$308K -$7.43K -164 -2%
MFC
1328
Mechanics Financial Corp
Ohio
$308K +$96.4K +2,128 +46%
WTFG
1329
Wells Trecaso Financial Group
Ohio
$307K +$362 +8 +0.1%
KFGK
1330
Keystone Financial Group (Kentucky)
Kentucky
$306K +$306K +6,766 New
TF
1331
Tompkins Financial
New York
$306K -$2.95K -65 -1%
AC
1332
Abbrea Capital
California
$306K +$70.2K +1,517 +30%
RFG
1333
RFP Financial Group
Georgia
$305K +$259K +5,712 +557%
TFGT
1334
TS Financial Group (TSFG)
Illinois
$305K +$634 +14 +0.2%
BAM
1335
Byrne Asset Management
New Jersey
$304K -$296K -6,635 Closed
RG
1336
Retirement Group
California
$304K -$1.9K -42 -0.6%
VFG
1337
V2 Financial group
Illinois
$303K +$2.17K +48 +0.7%
FCB
1338
First County Bank
Connecticut
$303K -$184K -4,051 -38%
WB
1339
West Bancorporation
Iowa
$302K -$2.9K -64 -0.9%
RPWA
1340
Regent Peak Wealth Advisors
Georgia
$302K -$4.26K -94 -1%
NVCHI
1341
New Vernon Capital Holdings II
New Jersey
$302K +$101K +2,228 +50%
CFD
1342
Creative Financial Designs
Indiana
$302K -$2.36K -52 -0.8%
PB
1343
Pinnacle Bancorp
Nebraska
$302K +$11.1K +245 +4%
NCM
1344
Next Capital Management
New York
$301K +$93.9K +2,073 +45%
FMP
1345
Financial Management Professionals
Texas
$301K +$7.25K +160 +2%
MCCA
1346
Mill Creek Capital Advisors
Pennsylvania
$301K +$30.3K +669 +11%
CSC
1347
Caldwell Sutter Capital
California
$301K +$141K +3,111 +88%
NDSI
1348
Newman Dignan & Sheerar Inc
Rhode Island
$301K -$45.3K -1,000 -13%
CFCI
1349
Comprehensive Financial Consultants Institutional
Indiana
$300K – – –
GIA
1350
Guyasuta Investment Advisors
Pennsylvania
$299K – – –
52 53
54
55 56