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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 %
RWM
1776
Ruedi Wealth Management
Illinois
$29.4K – – –
NSG
1777
Nalls Sherbakoff Group
Tennessee
$27.5K – – –
WPA
1778
West Paces Advisors
Georgia
$27.5K – – –
RDFA
1779
Ritter Daniher Financial Advisory
Ohio
$27.2K -$18.1K -400 -40%
NBT
1780
Northwest Bank & Trust
Iowa
$27.2K +$27.2K +600 New
PA
1781
PSI Advisors
Florida
$27K – – –
DWMG
1782
DB Wealth Management Group
California
$26.6K – – –
LWP
1783
Lumature Wealth Partners
Georgia
$26.4K – – –
GG
1784
Gleason Group
Kentucky
$26.3K +$543 +12 +2%
PP
1785
Pacifica Partners
Canada
$25.9K +$322 +7 +1%
GFPC
1786
Global Financial Private Client
Florida
$25.7K -$17K -369 -40%
TVWM
1787
Tower View Wealth Management
Wisconsin
$25K -$17.9K -392 -42%
BIA
1788
Bell Investment Advisors
California
$24.9K -$55.4K -1,224 -69%
BCM
1789
Bourgeon Capital Management
Connecticut
$24.6K – – –
UCB
1790
United Community Bank
South Carolina
$24.1K -$4.53K -100 -16%
BSWA
1791
Bromfield Sneider Wealth Advisors
Massachusetts
$23.5K – – –
PAI
1792
Pittenger & Anderson Inc
Nebraska
$22.7K +$9.06K +200 +67%
SJIM
1793
St. Johns Investment Management
Florida
$22.7K +$22.7K +500 New
IWP
1794
IAG Wealth Partners
Wisconsin
$19.6K +$407 +9 +2%
AssetMark Inc
1795
AssetMark Inc
California
$19.5K – – –
BLC
1796
Brown, Lisle/Cummings
Rhode Island
$19.3K – – –
PG
1797
Proffitt & Goodson
Tennessee
$19K – – –
CCM
1798
Copeland Capital Management
Pennsylvania
$18.7K – – –
FSWA
1799
Financial Synergies Wealth Advisors
Texas
$18.5K -$3.22K -71 -15%
VWM
1800
Valley Wealth Managers
New Jersey
$18.4K – – –
70 71
72
73 74