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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 %
AWM
1601
Aries Wealth Management
Maine
$202K +$202K +4,460 New
CPSAC
1602
Chas P. Smith & Associates (CPS)
Florida
$202K +$202K +4,461 New
NAM
1603
NTV Asset Management
West Virginia
$202K +$202K +4,456 New
LRWA
1604
Long Run Wealth Advisors
New York
$202K +$202K +4,455 New
SFG
1605
SevenBridge Financial Group
Pennsylvania
$201K -$23.4K -516 -10%
FAG
1606
Financial Advisory Group
Texas
$201K +$201K +4,444 New
SFG
1607
SNS Financial Group
Minnesota
$201K +$201K +4,349 New
CJFS
1608
Coulter & Justus Financial Services
Tennessee
$201K +$201K +4,435 New
PSF
1609
Pacific Sun Financial
California
$201K +$201K +4,495 New
TL
1610
Tradewinds LLC
North Carolina
$200K +$200K +4,423 New
MFWP
1611
Mosaic Family Wealth Partners
Missouri
$200K +$200K +4,419 New
GWMIA
1612
Global Wealth Management Investment Advisory
Florida
$199K +$199K +4,393 New
IWP
1613
Icon Wealth Partners
Texas
$198K -$26.9K -593 -12%
GC
1614
Garde Capital
Washington
$197K -$10.6K -235 -5%
HBW
1615
Hazlett, Burt & Watson
West Virginia
$197K +$20.8K +460 +12%
BAM
1616
Bosun Asset Management
Illinois
$193K +$193K +4,256 New
WIM
1617
Westside Investment Management
California
$193K -$13.6K -300 -7%
MRCM
1618
M&R Capital Management
New Jersey
$192K +$27.8K +614 +17%
RMC
1619
Resources Management Corp
Connecticut
$191K -$1.8M -39,920 -90%
KFI
1620
Key Financial Inc
Pennsylvania
$188K +$7.93K +175 +4%
MIM
1621
Meridiem Investment Management
United Kingdom
$186K – – –
CWM
1622
CarsonAllaria Wealth Management
Illinois
$186K +$1.18K +26 +0.6%
FFC
1623
First Financial Corp
Indiana
$184K – – –
CWC
1624
Carolinas Wealth Consulting
North Carolina
$182K +$170 +38 +0.1%
TAIM
1625
TD Ameritrade Investment Management
Nebraska
$179K -$27.9K -618 -13%
63 64
65
66 67