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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 %
ME
1801
McIlrath & Eck
Washington
$18.3K – – –
FFL
1802
Financial Freedom LLC
Ohio
$18K +$272 +6 +2%
CT
1803
Clearstead Trust
Maine
$18K -$241K -5,400 -93%
OAJ
1804
Ogorek Anthony Joseph
New York
$18K – – –
EWP
1805
Elevation Wealth Partners
California
$17.9K +$317 +7 +2%
SIM
1806
Studio Investment Management
Illinois
$17.8K – – –
FPFS
1807
First Personal Financial Services
North Carolina
$17.7K – – –
PO
1808
Private Ocean
California
$17.4K – – –
KLWA
1809
Kelly Lawrence W & Associates
California
$17.4K -$63.3K -1,456 -78%
CP
1810
Castleview Partners
Texas
$17.4K -$13.6K -300 -44%
TCM
1811
TD Capital Management
Tennessee
$17.3K – – –
VF
1812
VitalStone Financial
Texas
$17K +$17K +375 New
HS
1813
Horan Securities
United States
$16K – – –
MFT
1814
Moisand Fitzgerald Tamayo
Florida
$15.9K – – –
VAG
1815
VisionPoint Advisory Group
Texas
$15.3K -$456K -10,058 -97%
SF
1816
Safeguard Financial
Wisconsin
$15K +$15K +352 New
NL
1817
NVWM LLC
Pennsylvania
$14.9K +$1.36K +30 +10%
NRG
1818
Nemes Rush Group
Michigan
$14.2K +$14.2K +313 New
KFP
1819
KB Financial Partners
New Jersey
$14K – – –
PCTC
1820
Perkins Coie Trust Company
Washington
$13.9K – – –
FFA
1821
Fairfield Financial Advisors
Massachusetts
$13.7K +$272 +6 +2%
CMA
1822
Cedar Mountain Advisors
Oregon
$13.6K +$45 +1 +0.3%
TCM
1823
Tradewinds Capital Management
Washington
$13.6K – – –
GWSA
1824
Global Wealth Strategies & Associates
Colorado
$13.6K – – –
MFG
1825
Mendota Financial Group
Wisconsin
$12K -$30.4K -670 -72%
71 72
73
74 75