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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 %
TF
1551
TimeScale Financial
Massachusetts
$218K -$16.9K -372 -7%
CAM
1552
Concorde Asset Management
Michigan
$218K -$2.74M -60,562 -93%
AP
1553
Atwood & Palmer
Missouri
$218K – – –
TFO
1554
Tarbox Family Office
California
$217K – – –
ARMT
1555
Amica Retiree Medical Trust
Rhode Island
$217K – – –
TFF
1556
The Family Firm
Maryland
$217K +$362 +8 +0.2%
BFA
1557
Bragg Financial Advisors
North Carolina
$216K +$216K +4,773 New
SBWIC
1558
Schaper Benz & Wise Investment Counsel
Wisconsin
$215K +$45 +1 +0%
WAC
1559
William Allan Corp
Colorado
$215K +$2.27K +50 +1%
TSW
1560
Thompson Siegel & Walmsley
Virginia
$215K – – –
SOW
1561
State of Wyoming
Wyoming
$214K -$193K -4,251 -47%
MWP
1562
Meridian Wealth Partners
Pennsylvania
$214K +$4.8K +106 +2%
DA
1563
Detalus Advisors
Missouri
$214K -$4.08K -90 -2%
FNFDCM
1564
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$214K -$17.7K -391 -8%
TA
1565
TFB Advisors
Kansas
$214K +$214K +4,720 New
FCFC
1566
First Citizens Financial Corp
Iowa
$213K +$213K +4,693 New
FAG
1567
Fortitude Advisory Group
Washington
$212K -$15.7K -347 -7%
DIP
1568
DT Investment Partners
Pennsylvania
$212K +$22.9K +506 +12%
AWM
1569
Act Wealth Management
Texas
$211K +$1.86K +41 +0.9%
MA
1570
Mezzasalma Advisors
New Jersey
$211K -$6.8K -150 -3%
EG
1571
Ellerson Group
Maryland
$211K -$54.4K -1,200 -21%
BBA
1572
BLB&B Advisors
Pennsylvania
$211K -$8.34K -184 -4%
HNWAG
1573
High Net Worth Advisory Group
Florida
$211K – – –
WDL
1574
Well Done LLC
Michigan
$211K -$52.7K -1,164 -20%
ICP
1575
Interchange Capital Partners
Pennsylvania
$210K -$389K -8,582 -65%
61 62
63
64 65