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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 %
AO
1451
Advisor OS
Illinois
$257K +$51.1K +1,128 +25%
ACA
1452
Atlas Capital Advisors
Wyoming
$257K +$241K +5,322 +1,561%
MSWM
1453
McGlone Suttner Wealth Management
Wisconsin
$256K +$8.38K +185 +3%
CHC
1454
City Holding Co
West Virginia
$256K -$3.85K -85 -1%
NG
1455
Northstar Group
New York
$255K – – –
GF
1456
Gries Financial
Ohio
$254K +$23.1K +510 +10%
GWANC
1457
Guardian Wealth Advisors (North Carolina)
North Carolina
$254K +$18.7K +404 +8%
BCM
1458
Bienville Capital Management
New York
$254K – – –
OWP
1459
Obermeyer Wealth Partners
Colorado
$253K – – –
AFG
1460
Alterity Financial Group
Maine
$253K -$2.27K -50 -0.9%
CCFM
1461
Clear Creek Financial Management
Washington
$253K +$12.5K +277 +5%
BMSSC
1462
B. Metzler seel. Sohn & Co
Germany
$252K – – –
FCBT
1463
First Citizens Bank & Trust
North Carolina
$252K +$30.5K +673 +14%
LFA
1464
Legacy Financial Advisors
Kentucky
$252K -$32.3K -714 -11%
FM
1465
Family Management
New York
$252K -$34.1K -752 -12%
ACA
1466
Affinity Capital Advisors
California
$252K -$1.31K -29 -0.5%
AP
1467
Appleton Partners
Massachusetts
$251K +$251K +5,549 New
FIB
1468
First Interstate Bank
Montana
$251K -$167K -3,679 -40%
APG
1469
Abacus Planning Group
South Carolina
$250K +$1.63K +36 +0.7%
TCM
1470
Triumph Capital Management
Colorado
$249K +$10.4K +224 +4%
NC
1471
NBW Capital
Massachusetts
$249K +$30.8K +681 +14%
FPAS
1472
Focus Partners Advisor Solutions
Missouri
$249K +$29.5K +652 +13%
WF
1473
Wayfinding Financial
Washington
$248K -$54.7K -1,204 -18%
BBNA
1474
Bremer Bank National Association
Minnesota
$248K -$3.13K -69 -1%
9WM
1475
9258 Wealth Management
Ohio
$247K -$17.3K -381 -7%
57 58
59
60 61