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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 %
ST
1426
Smithfield Trust
Pennsylvania
$267K -$81.5K -1,800 -23%
SPWM
1427
Schrum Private Wealth Management
Florida
$267K +$12K +264 +5%
FUBT
1428
First United Bank & Trust
Maryland
$267K – – –
WAM
1429
Weatherly Asset Management
California
$267K -$324 -7 -0.1%
LSIA
1430
LaSalle St. Investment Advisors
Illinois
$266K -$82.1K -1,816 -24%
RFA
1431
Register Financial Advisors
Georgia
$265K +$237K +5,223 +833%
KCM
1432
Kornitzer Capital Management
Kansas
$265K – – –
BOPW
1433
Brandywine Oak Private Wealth
Pennsylvania
$264K +$634 +14 +0.2%
WP
1434
WealthShield Partners
North Carolina
$263K -$3.38K -73 -1%
YAM
1435
Yacktman Asset Management
Texas
$263K – – –
CL
1436
COWA LLC
Oklahoma
$263K – – –
SFB
1437
STAR Financial Bank
Indiana
$262K +$5.12K +113 +2%
AWM
1438
Aberdeen Wealth Management
Illinois
$262K – – –
OHWP
1439
Oak Harbor Wealth Partners
North Carolina
$262K +$5.98K +132 +2%
PTP
1440
Platform Technology Partners
New York
$262K +$50.3K +1,102 +24%
VC
1441
Vestor Capital
Illinois
$261K +$53.5K +1,180 +26%
COI
1442
Connable Office Inc
Michigan
$260K – – –
JAG
1443
Journey Advisory Group
Kentucky
$260K -$5.16K -114 -2%
AIFAIM
1444
American Institute for Advanced Investment Management
Arizona
$260K – – –
JLBC
1445
J.L. Bainbridge & Co
Florida
$259K +$259K +5,719 New
SFG
1446
Steward Financial Group
Texas
$259K -$2.44K -54 -0.9%
CCM
1447
Chiron Capital Management
Florida
$258K +$22.7K +500 +10%
BOSSRA
1448
B.O.S.S. Retirement Advisors
Utah
$258K +$258K +5,685 New
PWP
1449
Perfromance Wealth Partners
Illinois
$257K -$25.7K -558 -9%
ONST
1450
Old North State Trust
North Carolina
$257K – – –
56 57
58
59 60