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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 %
KI
1351
Kapitalo Investimentos
Brazil
$299K +$299K +6,598 New
MFG
1352
Midwest Financial Group
Kansas
$298K -$4.54K -100 -1%
SWA
1353
SFMG Wealth Advisors
Texas
$298K +$45 +1 +0%
FANJ
1354
Financial Architects (New Jersey)
New Jersey
$297K +$5.26K +116 +2%
YWS
1355
Yarger Wealth Strategies
Ohio
$297K +$9.24K +204 +3%
MMHP
1356
Murphy Middleton Hinkle & Parker
Georgia
$297K +$1.86K +41 +0.6%
RCA
1357
Ranch Capital Advisors
Florida
$295K – – –
CIP
1358
Capital Insight Partners
Arizona
$294K -$29K -640 -9%
SACTSONJ
1359
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$294K – – –
PFSC
1360
Peoples Financial Services Corp
Pennsylvania
$294K -$4.53K -100 -2%
APW
1361
Axim Planning & Wealth
Ohio
$293K +$19.6K +432 +7%
BBI
1362
Baxter Bros Inc
Connecticut
$293K – – –
SAF
1363
Smith Anglin Financial
Texas
$293K +$39.5K +871 +16%
CW
1364
Channel Wealth
California
$291K +$76.4K +1,686 +36%
BSSFA
1365
Baron Silver Stevens Financial Advisors
Florida
$291K – – –
RSA
1366
River Street Advisors
Illinois
$290K – – –
PFS
1367
Physicians Financial Services
North Carolina
$289K -$9.06K -200 -3%
EFSCE
1368
Enterprise Financial Services Corp (EFSC)
Missouri
$289K +$15.4K +340 +6%
HTHT
1369
Hemenway Trust Hemenway Trust
New Hampshire
$288K – – –
CIA
1370
Cape Investment Advisory
Georgia
$287K +$3.49K +77 +1%
CWM
1371
Calamos Wealth Management
Illinois
$287K +$287K +6,343 New
KWMG
1372
King Wealth Management Group
Florida
$286K – – –
EIA
1373
Edgemoor Investment Advisors
Maryland
$286K -$13.5K -298 -5%
SFA
1374
Souders Financial Advisors
Ohio
$285K +$2.63K +58 +0.9%
BFWA
1375
Benchmark Financial Wealth Advisors
Florida
$285K +$2.17K +48 +0.8%
53 54
55
56 57