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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 %
RI
1826
Ridgewood Investments
New Jersey
$11.9K – – –
BHWM
1827
Beaird Harris Wealth Management
Texas
$11.6K -$4.53K -100 -28%
DCP
1828
Distillate Capital Partners
Illinois
$11.5K +$11.5K +253 New
BCM
1829
Blume Capital Management
California
$11.4K – – –
VSQM
1830
V-Square Quantitative Management
Illinois
$11.2K +$11.2K +247 New
CCP
1831
Carmel Capital Partners
California
$11.1K -$8.65K -191 -44%
IA
1832
IFS Advisors
Kansas
$10.3K – – –
MCA
1833
Maryland Capital Advisors
Maryland
$10.2K – – –
JFA
1834
JNBA Financial Advisors
Minnesota
$10.2K – – –
CWA
1835
Carolina Wealth Advisors
South Carolina
$10.2K – – –
FRA
1836
Front Row Advisors
California
$10K – – –
1832 Asset Management
1837
1832 Asset Management
Ontario, Canada
$9.74K – – –
AWM
1838
Activest Wealth Management
Florida
$9.38K +$196 +4 +2%
HWM
1839
HighMark Wealth Management
Minnesota
$8.41K +$4.52K +100 +116%
HDIM
1840
Hanson & Doremus Investment Management
Vermont
$8K -$21.8K -464 -73%
AFS
1841
Annapolis Financial Services
Maryland
$7.57K – – –
AWM
1842
Abound Wealth Management
Tennessee
$7.35K +$7.22K +159 +5,300%
KHC
1843
Koesten Hirschmann & Crabtree
Kansas
$7.25K – – –
EL
1844
EMFO LLC
Florida
$6.8K – – –
SIA
1845
SkyView Investment Advisors
New Jersey
$6K +$3.13K +72 +109%
CWA
1846
Core Wealth Advisors
Florida
$5.03K -$48.9K -1,079 -91%
NIC
1847
Northwest Investment Counselors
Oregon
$4.53K -$4.53K -100 -50%
MWM
1848
Mascoma Wealth Management
New Hampshire
$4.42K -$4.42K -100 -50%
PS
1849
PayPay Securities
Japan
$4.03K +$45 +1 +1%
RA
1850
Rise Advisors
New York
$4.02K -$2.12K -47 -35%
72 73
74
75 76