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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 %
LG
1901
Leuthold Group
Minnesota
– -$444K -9,942 Closed
TIMH
1902
Tilt Investment Management Holdings
New York
– -$428K -9,458 Closed
SRG
1903
SBB Research Group
Illinois
– -$422K -9,451 Closed
RCWM
1904
Royal Capital Wealth Management
Indiana
– -$396K -8,878 Closed
APW
1905
Atlantic Private Wealth
North Carolina
– -$377K -8,458 Closed
VC
1906
Veracity Capital
Georgia
– -$372K -8,332 Closed
WA
1907
Wealthstar Advisors
Texas
– -$353K -7,959 Closed
PTC
1908
Petrus Trust Company
Texas
– -$343K -7,682 Closed
FMC
1909
First Merchants Corp
Indiana
– -$341K -7,647 Closed
CF
1910
Cantor Fitzgerald
New York
– -$339K -7,587 Closed
BG
1911
Benedetti & Gucer
Georgia
– -$336K -7,523 Closed
AFS
1912
Access Financial Services
Minnesota
– -$329K -7,366 Closed
LCM
1913
Laurion Capital Management
New York
– -$318K -7,129 Closed
ICM
1914
IMS Capital Management
Oregon
– -$310K -6,956 Closed
CCP
1915
Cassia Capital Partners
North Carolina
– -$290K -6,489 Closed
SA
1916
Strategic Advisors
New York
– -$268K -6,007 Closed
BIP
1917
Blueprint Investment Partners
North Carolina
– -$267K -5,981 Closed
BHB
1918
Bank Hapoalim BM
Israel
– -$261K -5,855 Closed
LAM
1919
L2 Asset Management
Massachusetts
– -$249K -5,570 Closed
GFP
1920
Guardian Financial Partners
California
– -$248K -5,566 Closed
MM
1921
MQS Management
New York
– -$246K -5,524 Closed
SPA
1922
Sherbrooke Park Advisers
New York
– -$245K -5,500 Closed
DP
1923
Dearborn Partners
Illinois
– -$245K -5,495 Closed
KF
1924
Krilogy Financial
Missouri
– -$241K -5,390 Closed
CWA
1925
Clarus Wealth Advisors
Arizona
– -$238K -5,352 Closed
75 76
77
78 79