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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 %
SWM
1701
Sanctuary Wealth Management
Idaho
$91.2K +$91.2K +2,014 New
BAAM
1702
Baker Avenue Asset Management
California
$90K +$73K +1,611 +430%
AAP
1703
Arax Advisory Partners
Colorado
$89.1K -$7.43K -164 -8%
RCG
1704
Rock Creek Group
District of Columbia
$85.6K -$3.9K -86 -4%
AI
1705
AdvisorShares Investments
Maryland
$85.6K +$6.34K +140 +8%
SIS
1706
Strategic Investment Solutions
Illinois
$85.1K -$100K -2,252 -54%
AW
1707
Avion Wealth
Texas
$84K +$12.6K +283 +18%
CA
1708
Crewe Advisors
Utah
$83.6K -$22.1K -487 -21%
AFG
1709
Albion Financial Group
Utah
$83.2K +$408 +9 +0.5%
HFM
1710
Harvest Fund Management
China
$81K – – –
PCFFS
1711
Pacific Center for Financial Services
California
$78.5K – – –
WWP
1712
WR Wealth Planners
Missouri
$78.1K +$1.04K +23 +1%
LSA
1713
Lansing Street Advisors
Pennsylvania
$77.9K +$1.36K +30 +2%
BC
1714
Barrett & Company
Rhode Island
$76.9K – – –
2L
1715
25 LLC
Missouri
$76.6K +$1.19K +26 +2%
VCM
1716
Versant Capital Management
Arizona
$75.9K -$44.3K -979 -37%
SAM
1717
S.A. Mason
Michigan
$73.6K – – –
MCM
1718
McMillion Capital Management
North Carolina
$72.5K +$72.5K +1,600 New
HC
1719
Hoese & Co
Minnesota
$72.5K – – –
NECFA
1720
New England Capital Financial Advisors
Connecticut
$68.5K +$1.27K +28 +2%
EDRH
1721
Edmond de Rothschild Holding
Switzerland
$68K -$43.6K -963 -39%
CPA
1722
Cowen Prime Advisors
New York
$68K – – –
ICM
1723
Islay Capital Management
Texas
$67K – – –
TIM
1724
Thompson Investment Management
Wisconsin
$66.3K – – –
BFPW
1725
BOK Financial Private Wealth
Colorado
$66.1K – – –
67 68
69
70 71