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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 %
HA
1476
HC Advisors
Georgia
$247K -$44.2K -975 -15%
6F
1477
626 Financial
Michigan
$247K +$8.83K +195 +4%
PCP
1478
Proficio Capital Partners
Massachusetts
$247K -$16K -353 -6%
FBC
1479
Fairfield, Bush & Co
Connecticut
$246K – – –
GWWM
1480
Great Waters Wealth Management
Minnesota
$246K +$246K +5,436 New
HIA
1481
Harbor Investment Advisory
Maryland
$246K +$22.8K +503 +10%
HFS
1482
Howard Financial Services
Texas
$246K +$2.22K +49 +0.9%
AWM
1483
Aprio Wealth Management
Georgia
$246K +$246K +5,428 New
MMG
1484
Monetary Management Group
Missouri
$245K -$90.6K -2,000 -27%
BHIA
1485
Birch Hill Investment Advisors
Massachusetts
$245K – – –
LWM
1486
LJI Wealth Management
Indiana
$245K +$4.53K +100 +2%
DBT
1487
Dubuque Bank & Trust
Iowa
$244K +$27.7K +611 +13%
CAM
1488
Cubic Asset Management
Massachusetts
$243K +$243K +5,368 New
BEI
1489
Benjamin Edwards Inc
Missouri
$243K -$25.5K -562 -9%
UF
1490
Univest Financial
Pennsylvania
$241K – – –
JMF
1491
Johnson Midwest Financial
Iowa
$241K +$2.81K +62 +1%
CA
1492
Carson Advisory
Georgia
$241K +$1.63K +36 +0.7%
EWM
1493
Executive Wealth Management
Michigan
$241K +$1.18K +26 +0.5%
BWM
1494
Bulltick Wealth Management
Florida
$240K +$240K +5,096 New
WA
1495
Waddell & Associates
Tennessee
$240K +$2.22K +49 +0.9%
CBFP
1496
Cedar Brook Financial Partners
Ohio
$240K +$4.53K +100 +2%
CWM
1497
Curi Wealth Management
North Carolina
$240K +$1.81K +40 +0.8%
NFG
1498
Nadler Financial Group
Illinois
$240K +$498 +11 +0.2%
CF
1499
Corrigan Financial
Rhode Island
$240K +$10.7K +236 +5%
CFS
1500
CRA Financial Services
New Jersey
$238K +$408 +9 +0.2%
58 59
60
61 62