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Altria Group
MO

Overview Fund Activity

1,827 hedge funds and large institutions have $43.6B invested in Altria Group in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 729 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,827
Holders Change
-42
Holders Change %
-2.25%
% of All Funds
29.13%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.37%
New
104
Increased
729
Reduced
710
Closed
122
Calls
$590M
Puts
$620M
Net Calls
-$30.3M
Net Calls Change
-$159M

Top Buyers

1
BlackRock
BlackRock
New York
+$342M
2
Goldman Sachs
Goldman Sachs
New York
+$107M
3
Harris Associates
Harris Associates
Illinois
+$102M
4
PI
Putnam Investments
Massachusetts
+$98.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$70.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Capital World Investors
Capital World Investors
California
-$360M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$101M
4
State Street
State Street
Massachusetts
-$97.5M
5
Capital International Investors
Capital International Investors
California
-$97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
276
Capstone Investment Advisors
New York
$7.55M +$5.04M +119,920 +201%
BCI
277
Brinker Capital Investments
Pennsylvania
$7.52M -$686K -16,310 -8%
OPS
278
Orion Portfolio Solutions
Nebraska
$7.52M -$686K -16,310 -8%
ONB
279
Old National Bancorp
Indiana
$7.45M +$301K +7,157 +4%
USCWA
280
U.S. Capital Wealth Advisors
Texas
$7.27M +$147K +3,494 +2%
HNB
281
Huntington National Bank
Ohio
$7.25M -$524K -12,455 -7%
IIM
282
Intact Investment Management
Quebec, Canada
$7.17M – – –
GBWM
283
Granite Bay Wealth Management
New Hampshire
$7.16M +$7.16M +162,036 New
Newport Trust Company
284
Newport Trust Company
District of Columbia
$7.15M -$53.1K -1,262 -0.7%
KPWS
285
Kestra Private Wealth Services
Texas
$7.13M +$69.3K +1,647 +1%
NP
286
NorthRock Partners
Minnesota
$6.98M +$887K +21,086 +15%
GAM
287
Gotham Asset Management
New York
$6.92M -$1.71M -40,741 -20%
BCIM
288
British Columbia Investment Management
British Columbia, Canada
$6.83M +$52.8K +1,255 +0.8%
VWA
289
Visionary Wealth Advisors
Illinois
$6.81M +$129K +3,068 +2%
GIM
290
Greylin Investment Management
Virginia
$6.78M +$528K +12,565 +8%
PAG
291
Private Advisor Group
New Jersey
$6.77M -$208K -4,957 -3%
BFS
292
Bard Financial Services
Connecticut
$6.74M +$124K +2,960 +2%
AAM
293
Auxier Asset Management
Oregon
$6.61M -$107K -2,534 -2%
KeyBank National Association
294
KeyBank National Association
Ohio
$6.6M -$244K -5,796 -4%
FFIC
295
First Fiduciary Investment Counsel
Ohio
$6.56M +$169K +4,008 +3%
SFG
296
Sather Financial Group
Texas
$6.54M – – –
PFO
297
Pathstone Family Office
New Jersey
$6.42M +$3.52M +83,167 +121%
VFM
298
Viking Fund Management
North Dakota
$6.36M +$643K +15,300 +11%
Daiwa Securities Group
299
Daiwa Securities Group
Japan
$6.31M +$425K +10,117 +7%
AWS
300
Atria Wealth Solutions
New York
$6.28M +$116K +2,747 +2%
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