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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 %
AF
1376
Arrow Financial
New York
$285K -$22.7K -500 -7%
Credit Agricole
1377
Credit Agricole
France
$283K +$283K +6,250 New
DCM
1378
Donaldson Capital Management
Indiana
$283K -$13.4K -295 -5%
TSWM
1379
Triangle Securities Wealth Management
North Carolina
$283K – – –
BA
1380
Bristlecone Advisors
Washington
$283K -$4.53K -100 -2%
CFFP
1381
Center for Financial Planning
Michigan
$282K – – –
SC
1382
Schoolcraft Capital
Colorado
$282K +$282K +6,225 New
JC
1383
JB Capital
Connecticut
$282K -$1.9K -42 -0.7%
JF
1384
JSF Financial
California
$281K -$43.2K -954 -13%
MWM
1385
Moran Wealth Management
Florida
$281K +$281K +6,196 New
OL
1386
Owen LaRue
Kentucky
$280K -$1.07M -23,244 -79%
WA
1387
Wambolt & Associates
Colorado
$280K -$21.9K -484 -7%
AIA
1388
Angeles Investment Advisors
California
$280K +$62.2K +1,373 +29%
SFWA
1389
Summit Financial Wealth Advisors
Louisiana
$279K -$24.7K -546 -8%
TWP
1390
Tempus Wealth Planning
California
$279K +$45 +1 +0%
LA
1391
Lifeworks Advisors
Michigan
$279K +$74.1K +1,636 +36%
AR
1392
Apeiron RIA
Texas
$279K +$45.3K +1,000 +19%
PFA
1393
Pure Financial Advisors
California
$279K +$3.4K +75 +1%
SWP
1394
Summit Wealth Partners
Florida
$278K +$634 +14 +0.2%
MYLI
1395
Meiji Yasuda Life Insurance
Japan
$278K +$72.6K +1,600 +35%
AAM
1396
Augustine Asset Management
Florida
$278K -$4.71K -104 -2%
TFA
1397
Toth Financial Advisory
Virginia
$278K -$680 -15 -0.2%
PC
1398
Prairiewood Capital
North Dakota
$278K – – –
KTA
1399
Keeley-Teton Advisors
Illinois
$277K – – –
AGA
1400
Accuvest Global Advisors
Utah
$277K – – –
54 55
56
57 58