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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 %
TCCM
1726
Timber Creek Capital Management
Massachusetts
$65.2K – – –
TC
1727
Tacita Capital
Ontario, Canada
$62K – – –
GTAM
1728
Global Trust Asset Management
Florida
$61.8K – – –
CH
1729
Canton Hathaway
Rhode Island
$61K – – –
KA
1730
Kozak & Associates
Colorado
$60.9K +$1.15K +25 +2%
SHIM
1731
Stone House Investment Management
Pennsylvania
$60.5K +$1.22K +27 +2%
FCT
1732
First Community Trust
Iowa
$60.2K – – –
CAM
1733
Costello Asset Management
Pennsylvania
$58.9K – – –
WWM
1734
Wolff Wiese Magana
California
$58.1K +$14K +310 +32%
QC
1735
Quent Capital
New York
$58K -$10.4K -230 -15%
TAM
1736
Tucker Asset Management
Colorado
$57.5K +$4.53K +100 +9%
CWA
1737
Clearview Wealth Advisors
Oregon
$57.3K -$5.84K -129 -9%
MHR
1738
Matthew Hamilton Rosenberg
$56.4K -$43.3K -956 -43%
CAC
1739
Core Alternative Capital
Georgia
$55.5K – – –
WBC
1740
West Branch Capital
Massachusetts
$55K – – –
CPG
1741
Cornerstone Planning Group
New Jersey
$54.9K +$54.9K +1,211 New
BL
1742
Bleichroeder LP
New York
$54.4K – – –
SC
1743
Steph & Co
Wisconsin
$54.4K – – –
IRAG
1744
Investment Research & Advisory Group
Georgia
$54.2K – – –
VCM
1745
Vigilant Capital Management
Maine
$54K – – –
FPB
1746
First PREMIER Bank
South Dakota
$54K – – –
MFA
1747
McClarren Financial Advisors
Pennsylvania
$54K – – –
HF
1748
Halpern Financial
Virginia
$53.5K – – –
FCMT
1749
Founders Capital Management (Texas)
Texas
$51.9K – – –
BWAM
1750
Boyd Watterson Asset Management
Ohio
$51.7K – – –
68 69
70
71 72