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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 %
CB
1576
Community Bank
New York
$210K – – –
WIC
1577
Woodmont Investment Counsel
Tennessee
$210K -$257K -5,675 -55%
SIS
1578
Sound Income Strategies
Florida
$210K -$117K -2,579 -36%
WCG
1579
Weaver Consulting Group
California
$210K -$4.39K -97 -2%
IFWM
1580
Institute for Wealth Management
Colorado
$209K -$2.9K -64 -1%
FPCG
1581
Fort Pitt Capital Group
Pennsylvania
$209K -$16.9K -374 -7%
BBNB
1582
Baker Boyer National Bank
Washington
$209K – – –
SCA
1583
Stonebridge Capital Advisors
Minnesota
$208K +$38.8K +856 +23%
EWM
1584
Elmwood Wealth Management
California
$208K -$906 -20 -0.4%
HVIA
1585
Hudson Valley Investment Advisors
New York
$208K -$2.27K -50 -1%
NC
1586
NinePointTwo Capital
California
$208K – – –
LWA
1587
Lineweaver Wealth Advisors
Ohio
$208K -$1.81K -40 -0.9%
NWM
1588
Northwest Wealth Management
Iowa
$208K +$208K +4,585 New
IA
1589
Insight Advisors
Pennsylvania
$208K -$19.8K -437 -9%
RCA
1590
Resonant Capital Advisors
Wisconsin
$207K +$207K +4,484 New
BBPWM
1591
Blue Bell Private Wealth Management
Pennsylvania
$207K +$117K +2,575 +129%
CCFCSB
1592
Cape Cod Five Cents Savings Bank
Massachusetts
$207K -$4.53K -100 -2%
SAM
1593
SignalPoint Asset Management
Missouri
$206K +$1.22K +27 +0.6%
AWM
1594
Angeles Wealth Management
California
$206K -$1.54K -34 -0.7%
TBA
1595
Tower Bridge Advisors
Pennsylvania
$206K +$206K +4,545 New
CWM
1596
Centurion Wealth Management
Virginia
$204K +$204K +4,511 New
DI
1597
Diligent Investors
California
$204K +$317 +7 +0.2%
SDWIA
1598
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$204K – – –
BFA
1599
Beaumont Financial Advisors
Massachusetts
$203K +$203K +4,488 New
WCM
1600
Wedge Capital Management
North Carolina
$203K -$6.84K -151 -3%
62 63
64
65 66