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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 %
GLA
1501
Great Lakes Advisors
Illinois
$237K -$282K -6,231 -54%
BA
1502
Bluesphere Advisors
Pennsylvania
$236K +$2.63K +58 +1%
PS
1503
Planned Solutions
California
$236K – – –
GC
1504
Gratus Capital
Georgia
$235K -$76.8K -1,695 -25%
MCM
1505
MV Capital Management
Maryland
$235K +$17.9K +396 +8%
NB
1506
Nicolet Bankshares
Wisconsin
$235K -$49.7K -1,098 -17%
MFG
1507
Magnus Financial Group
New York
$234K -$1.22K -27 -0.5%
GFP
1508
Gryphon Financial Partners
Ohio
$234K -$12.1K -267 -5%
MFC
1509
Morris Financial Concepts
South Carolina
$234K – – –
CPA
1510
Cardiff Park Advisors
California
$234K +$498 +11 +0.2%
BCM
1511
Becker Capital Management
Oregon
$233K +$233K +5,068 New
BWA
1512
BDO Wealth Advisors
Florida
$233K +$3.58K +79 +2%
WFI
1513
West Family Investments
California
$233K +$233K +5,153 New
MKC
1514
M. Kraus & Co
Vermont
$232K -$29.7K -656 -11%
VC
1515
Vicus Capital
Pennsylvania
$232K +$12K +265 +5%
RWM
1516
RKL Wealth Management
Pennsylvania
$232K +$317 +7 +0.1%
ERIM
1517
Eagle Ridge Investment Management
Connecticut
$231K – – –
AIC
1518
Archer Investment Corporation
Indiana
$231K +$13.6K +301 +6%
TDC
1519
Thompson Davis & Co
Virginia
$231K +$1.45K +32 +0.6%
DE
1520
Day & Ennis
Georgia
$231K +$2.9K +64 +1%
AIA
1521
Alera Investment Advisors
Illinois
$231K -$1.59K -35 -0.7%
BWP
1522
Balboa Wealth Partners
Arizona
$229K -$57K -1,258 -20%
PIA
1523
Perennial Investment Advisors
California
$229K +$10.8K +239 +5%
LFGO
1524
Legacy Financial Group (Oklahoma)
Oklahoma
$229K +$229K +5,048 New
AT
1525
Arvest Trust
Oklahoma
$229K +$229K +5,033 New
59 60
61
62 63