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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 %
BMO
1401
Beck Mack & Oliver
New York
$276K – – –
EIM
1402
Ervin Investment Management
Washington
$276K – – –
AIM
1403
Achmea Investment Management
Netherlands
$276K +$83.5K +1,847 +43%
SCM
1404
Silvant Capital Management
Georgia
$276K – – –
NFG
1405
Northeast Financial Group
Pennsylvania
$276K -$4.62K -102 -2%
DC
1406
Defender Capital
North Carolina
$276K – – –
ACG
1407
Allen Capital Group
Nebraska
$276K -$13.5K -299 -5%
1WM
1408
1900 Wealth Management
Texas
$275K +$18.7K +412 +7%
CFG
1409
Compton Financial Group
Maryland
$275K -$145K -3,203 -35%
DWM
1410
Drive Wealth Management
Utah
$275K -$36.7K -793 -12%
AC
1411
Allstate Corporation
Illinois
$274K -$3.72K -82 -1%
CTA
1412
Colonial Trust Advisors
South Carolina
$274K +$2.54K +56 +0.9%
VWA
1413
V Wealth Advisors
Kansas
$274K -$4.85K -107 -2%
WA
1414
WealthTrust Axiom
Pennsylvania
$274K -$8.88K -196 -3%
FCP
1415
Fidelis Capital Partners
Florida
$273K +$273K +6,037 New
AI
1416
AXS Investments
New York
$273K +$51.9K +1,146 +24%
FL
1417
Fort LP
Maryland
$272K -$16.4K -363 -6%
WPP
1418
Whalerock Point Partners
Rhode Island
$271K +$65.2K +1,439 +32%
BHWM
1419
Bar Harbor Wealth Management
New Hampshire
$270K -$58.4K -1,290 -18%
1SB
1420
1ST Source Bank
Indiana
$270K +$7.47K +165 +3%
TBNY
1421
Trustco Bank (New York)
New York
$270K -$18.3K -405 -6%
SHFA
1422
SC&H Financial Advisors
Maryland
$270K -$1.27K -28 -0.5%
JWM
1423
Jeppson Wealth Management
California
$270K – – –
ZIG
1424
Zullo Investment Group
Pennsylvania
$269K +$3.76K +83 +1%
TW
1425
Towerpoint Wealth
California
$268K +$1.4K +31 +0.5%
55 56
57
58 59