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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 %
DI
1851
Disciplined Investments
Oklahoma
$3.76K -$44.9K -992 -92%
FA
1852
Fiduciary Alliance
South Carolina
$3.64K +$3.64K +80 New
TCA
1853
Trifecta Capital Advisors
Illinois
$3.58K – – –
NC
1854
NewSquare Capital
Pennsylvania
$3.4K -$29.7K -656 -90%
Kayne Anderson Rudnick Investment Management
1855
Kayne Anderson Rudnick Investment Management
California
$3.35K +$1.77K +39 +111%
RTL
1856
Red Tortoise LLC
Georgia
$2.63K – – –
CTB
1857
Country Trust Bank
Illinois
$2.08K – – –
GM
1858
GeoWealth Management
Illinois
$2K -$4.71K -120 -70%
HFS
1859
HBC Financial Services
Washington
$2K – – –
PVH
1860
Psagot Value Holdings
Israel
$2K +$2K +45 New
ARS
1861
Adirondack Retirement Specialists
New York
$1.81K – – –
NMG
1862
New Millennium Group
Utah
$1.63K -$11.5K -253 -88%
SIC
1863
SJS Investment Consulting
Ohio
$1.5K -$8.06K -178 -84%
CCMI
1864
Creative Capital Management Investments
California
$1.5K +$1.5K +33 New
HH
1865
HWG Holdings
Texas
$1.24K +$1.24K +27 New
DWA
1866
Delos Wealth Advisors
Texas
$1.13K – – –
TWP
1867
TFO Wealth Partners
Ohio
$317 – – –
WFA
1868
West Financial Advisors
Iowa
$136 +$136 +3 New
Comerica Bank
1869
Comerica Bank
Texas
$72 +$72 +1,177,257 New
FGAM
1870
Financial Gravity Asset Management
Texas
$2 +$2 +37 New
Two Sigma Advisers
1871
Two Sigma Advisers
New York
– -$24.1M -539,100 Closed
LIP
1872
Lighthouse Investment Partners
Florida
– -$19.5M -437,127 Closed
PSAMP
1873
P. Schoenfeld Asset Management (PSAM)
New York
– -$12.1M -272,000 Closed
Boston Partners
1874
Boston Partners
Massachusetts
– -$12.1M -271,590 Closed
CM
1875
Capula Management
Cayman Islands
– -$6.41M -143,605 Closed
73 74
75
76 77