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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 %
GEA
1751
Glen Eagle Advisors
New Jersey
$50.6K – – –
SC
1752
Sawyer & Company
Massachusetts
$50K – – –
SAG
1753
Spotlight Asset Group
Illinois
$49.6K +$49.6K +1,096 New
OLVIG
1754
Oliver Lagore Vanvalin Investment Group
Michigan
$48.3K +$2.99K +66 +7%
SWA
1755
SOA Wealth Advisors
New York
$47.4K +$363 +8 +0.8%
BWM
1756
Baystate Wealth Management
Massachusetts
$46.7K -$6.62K -146 -12%
NCM
1757
Northwest Capital Management
Oregon
$46.5K +$46.5K +1,026 New
C
1758
Covestor
United Kingdom
$46K +$6.27K +141 +16%
TWD
1759
True Wealth Design
Ohio
$44.6K – – –
EARNEST Partners
1760
EARNEST Partners
Georgia
$42.6K – – –
PCA
1761
Providence Capital Advisors
North Carolina
$41.4K +$181 +4 +0.4%
UIA
1762
Ulland Investment Advisors
Minnesota
$41K – – –
NOI
1763
Newton One Investments
Delaware
$39.1K +$770 +17 +2%
TIM
1764
Tortoise Investment Management
New York
$38.8K +$9.06K +200 +30%
CFS
1765
CGC Financial Services
Oregon
$38.5K +$38.5K +850 New
WAS
1766
Winch Advisory Services
Wisconsin
$37K +$361 +8 +1%
IFS
1767
Intelligent Financial Strategies
Minnesota
$37K – – –
PP
1768
PrairieView Partners
Minnesota
$36K +$4.5K +100 +14%
ZB
1769
Zions Bancorporation
Utah
$34.9K -$12.8K -282 -27%
TFP
1770
Tilia Fiduciary Partners
North Carolina
$34.5K +$317 +7 +0.9%
ADL
1771
Asset Dedication LLC
California
$34K +$12.3K +280 +57%
IHWM
1772
Iron Horse Wealth Management
Iowa
$31.7K +$4.53K +100 +17%
BCA
1773
Bray Capital Advisors
Florida
$31.5K – – –
AWM
1774
AllSquare Wealth Management
New York
$31.1K – – –
WOSD
1775
WFA of San Diego
California
$30.1K +$30.1K +665 New
69 70
71
72 73