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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 %
PPC
1676
Park Place Capital
Alabama
$121K +$88.7K +1,958 +279%
RTC
1677
Riverview Trust Company
Washington
$120K – – –
BWS
1678
Buck Wealth Strategies
Colorado
$120K -$8.06K -178 -6%
AA
1679
AlphaMark Advisors
Kentucky
$119K – – –
VWM
1680
Venturi Wealth Management
Texas
$119K -$1.72K -38 -1%
AA
1681
Addison Advisors
Vermont
$116K – – –
ODG
1682
O'Dell Group
Ohio
$116K +$116K +2,561 New
FNBOSM
1683
First National Bank of South Miami
Florida
$116K -$6.75K -149 -6%
GIA
1684
GHP Investment Advisors
Colorado
$115K -$3.06K -70 -3%
RDIA
1685
RE Dickinson Investment Advisors
Iowa
$114K – – –
GPI
1686
General Partner Inc
Pennsylvania
$114K – – –
GJIA
1687
Glass Jacobson Investment Advisors
Maryland
$113K +$113K +2,499 New
CBT
1688
Central Bank & Trust
Kentucky
$113K -$1.18K -26 -1%
RBC
1689
Roble Belko & Company
Pennsylvania
$113K – – –
PWMG
1690
Prestige Wealth Management Group
New Jersey
$110K -$491K -10,624 -82%
POIA
1691
Pin Oak Investment Advisors
Texas
$109K -$9.28K -200 -8%
FMB
1692
Field & Main Bank
Kentucky
$109K – – –
M
1693
MOTCO
Texas
$105K -$4.7M -103,732 -98%
NF
1694
Norwood Financial
Pennsylvania
$103K +$44K +971 +74%
FWA
1695
FSC Wealth Advisors
New York
$101K +$45.3K +1,000 +82%
HCM
1696
Highlander Capital Management
New Jersey
$99K +$8.73K +193 +10%
KFS
1697
Kelly Financial Services
Massachusetts
$97.3K -$2.81K -62 -3%
MTIC
1698
Missouri Trust & Investment Company
Missouri
$95.1K +$49.8K +1,100 +110%
BWM
1699
BerganKDV Wealth Management
Minnesota
$92.1K -$7.11K -157 -7%
AWM
1700
Atticus Wealth Management
Florida
$92.1K -$14.8K -327 -14%
66 67
68
69 70