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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 %
Kovitz Investment Group Partners
1926
Kovitz Investment Group Partners
Illinois
– -$238K -5,328 Closed
BCG
1927
Breakwater Capital Group
New Jersey
– -$231K -5,176 Closed
GWM
1928
GSB Wealth Management
Connecticut
– -$224K -5,030 Closed
MS
1929
Maven Securities
Jersey
– -$213K -4,765 Closed
PA
1930
Parkside Advisors
California
– -$212K -4,744 Closed
GAB
1931
German American Bancorp
Indiana
– -$210K -4,712 Closed
UWM
1932
USAdvisors Wealth Management
Minnesota
– -$205K -4,583 Closed
RWA
1933
Redhawk Wealth Advisors
Minnesota
– -$204K -4,575 Closed
SWM
1934
Sculati Wealth Management
Michigan
– -$204K -4,573 Closed
TNA
1935
True North Advisors
Texas
– -$202K -4,533 Closed
CTA
1936
Chesley Taft & Associates
Illinois
– -$202K -4,529 Closed
RWB
1937
RMR Wealth Builders
New Jersey
– -$200K -4,484 Closed
AIM
1938
Acropolis Investment Management
Missouri
– -$165K -3,694 Closed
MS
1939
Mizuho Securities
Japan
– -$153K -3,440 Closed
NHT
1940
New Hampshire Trust
New Hampshire
– -$110K -2,464 Closed
FA
1941
Fortis Advisors
Pennsylvania
– -$90.8K -2,034 Closed
AWM
1942
Accel Wealth Management
Iowa
– -$89.1K -1,996 Closed
GCWM
1943
Graham Capital Wealth Management
District of Columbia
– -$612K -1,372 Closed
CM
1944
Cornerstone Management
Georgia
– -$46.9K -1,051 Closed
GLLW
1945
Graves Light Lenhart Wealth
Virginia
– -$41.4K -929 Closed
QL
1946
Quarry LP
New York
– -$38.7K -867 Closed
MAM
1947
Meeder Asset Management
Ohio
– -$35.2K -789 Closed
EI
1948
Ellevest Inc
New York
– -$29.9K -670 Closed
KM
1949
Kalos Management
Georgia
– -$23.7K -532 Closed
TCWA
1950
Ten Capital Wealth Advisors
Washington
– -$17.8K -400 Closed
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