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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 %
PG
1526
Prostatis Group
Maryland
$229K +$223K +194,678 +3,859%
EWA
1527
EverSource Wealth Advisors
Alabama
$228K +$36.2K +799 +19%
BIAS
1528
Beacon Investment Advisory Services
New Jersey
$227K +$4.21K +93 +2%
KIG
1529
Kennedy Investment Group
New Jersey
$227K +$2.22K +49 +1%
AA
1530
Alta Advisers
United Kingdom
$227K – – –
GWM
1531
Greenhouse Wealth Management
Connecticut
$226K – – –
TFS
1532
Thoroughbred Financial Services
Tennessee
$226K -$36.1K -798 -14%
GA
1533
GFS Advisors
Texas
$226K – – –
APWM
1534
Atlas Private Wealth Management
New York
$225K -$5.12K -113 -2%
VFPW
1535
Vantage Financial Partners (Wisconsin)
Wisconsin
$224K +$224K +4,949 New
JCM
1536
Jag Capital Management
Missouri
$224K – – –
LA
1537
Latitude Advisors
Florida
$223K +$223K +4,930 New
PCM
1538
Pointe Capital Management
Michigan
$223K -$1.13K -25 -0.5%
ZIC
1539
ZWJ Investment Counsel
Georgia
$223K – – –
CCB
1540
Country Club Bank
Missouri
$222K – – –
VWMG
1541
Virginia Wealth Management Group
Virginia
$222K +$3.94K +87 +2%
CICI
1542
Capital Investment Counsel Inc
North Carolina
$221K -$8.7K -192 -4%
ISL
1543
Ingalls & Snyder LLC
New York
$221K +$12K +265 +6%
CCM
1544
Carlson Capital Management
Minnesota
$221K -$29.1K -643 -12%
MCM
1545
Manchester Capital Management
Vermont
$221K -$197K -4,340 -47%
EW
1546
Element Wealth
Mississippi
$220K -$5.85K -129 -3%
SCG
1547
Sonata Capital Group
Washington
$220K – – –
BIA
1548
Barry Investment Advisors
Massachusetts
$220K +$1.9K +41 +0.9%
AF
1549
Apexium Financial
Texas
$219K -$5.16K -112 -2%
RSWM
1550
Robertson Stephens Wealth Management
California
$219K -$38.9K -842 -15%
60 61
62
63 64