MO icon

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 %
CTWM
1651
Cherry Tree Wealth Management
Minnesota
$152K +$152K +3,345 New
EBA
1652
Eagle Bay Advisors
New York
$151K – – –
FMTCOCP
1653
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$147K -$73.3K -1,620 -33%
FCFS
1654
First Command Financial Services
Texas
$147K -$25.9K -571 -15%
FCB
1655
First Command Bank
Texas
$147K -$25.9K -571 -15%
EWM
1656
Evermay Wealth Management
Virginia
$146K -$2.54K -55 -2%
PP
1657
PFS Partners
New Jersey
$145K -$1.95K -43 -1%
JWA
1658
JFS Wealth Advisors
Pennsylvania
$144K -$408 -9 -0.3%
FCAG
1659
First Capital Advisors Group
New Jersey
$142K +$142K +3,128 New
APC
1660
Aspire Private Capital
North Carolina
$140K +$906 +20 +0.7%
LWANC
1661
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K – – –
ACM
1662
Antonetti Capital Management
Florida
$138K -$4.35K -96 -3%
GWS
1663
Glassman Wealth Services
Virginia
$137K +$14.6K +323 +12%
JEST
1664
JTC Employer Solutions Trustee
Jersey
$136K – – –
GFL
1665
Granite FO LLC
New Hampshire
$136K -$136K -3,000 -50%
CAS
1666
Coppell Advisory Solutions
Texas
$136K +$136K +3,017 New
CCMW
1667
Cypress Capital Management (Wyoming)
Wyoming
$134K – – –
SGC
1668
Slocum, Gordon & Co
Rhode Island
$134K – – –
GWSG
1669
GPS Wealth Strategies Group
Colorado
$132K -$9.01K -199 -6%
IUHSA
1670
Itau Unibanco Holding S.A.
Brazil
$131K +$44.8K +988 +52%
SWA
1671
Sutton Wealth Advisors
Florida
$131K +$1.63K +36 +1%
CB
1672
CNB Bank
Pennsylvania
$130K -$20.6K -455 -14%
WOC
1673
West Oak Capital
California
$129K – – –
BONH
1674
Bank of New Hampshire
New Hampshire
$128K +$22.7K +500 +22%
SN
1675
Sittner & Nelson
Oregon
$125K -$137K -3,015 -52%
65 66
67
68 69