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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 %
SFCM
326
Savoir Faire Capital Management
Connecticut
$5.38M +$5.38M +127,887 New
SAM
327
Securian Asset Management
Minnesota
$5.36M -$858K -20,395 -14%
SPC
328
Sigma Planning Corp
Michigan
$5.35M -$213K -5,054 -4%
SIS
329
Strategic Investment Solutions
Illinois
$5.32M +$5.24M +118,536 +6,206%
VF
330
Virtu Financial
New York
$5.29M +$5.29M +125,753 New
AAS
331
Avantax Advisory Services
Texas
$5.25M -$11.3K -268 -0.2%
HIMCH
332
Hartford Investment Management Co (HIMCO)
Connecticut
$5.19M -$178K -4,236 -3%
CAMG
333
CWA Asset Management Group
Florida
$5.13M -$333K -7,912 -6%
CRI
334
Commonwealth Retirement Investments
Virginia
$5.11M +$192K +4,577 +4%
CC
335
Claybrook Capital
Massachusetts
$5.07M – – –
KBC Group
336
KBC Group
Belgium
$5.05M +$232K +5,517 +5%
IMA
337
Investment Management Associates
Colorado
$5.01M -$40.6K -965 -0.8%
ACA
338
Aptus Capital Advisors
Alabama
$4.98M -$232K -5,527 -4%
HR
339
Howe & Rusling
New York
$4.96M -$80.6K -1,916 -2%
HAI
340
Hennessy Advisors Inc
California
$4.89M -$105K -2,500 -2%
SFS
341
Sowell Financial Services
Arkansas
$4.88M +$366K +8,504 +8%
SPIA
342
Steward Partners Investment Advisory
New York
$4.85M -$80K -1,902 -2%
KFP
343
Keystone Financial Planning
Ohio
$4.85M – – –
SL
344
Salomon & Ludwin
Virginia
$4.82M +$256K +6,095 +6%
WLPWM
345
Walled Lake Planning & Wealth Management
Illinois
$4.79M +$162K +3,851 +3%
SCA
346
Sage Capital Advisors
South Dakota
$4.79M +$31.2K +742 +0.7%
BF
347
BOK Financial
Oklahoma
$4.78M -$1.55M -38,558 -24%
RFC
348
Regions Financial Corp
Alabama
$4.75M +$16.4K +390 +0.3%
BFG
349
Beacon Financial Group
Texas
$4.71M +$19.9K +449 +0.4%
FNT
350
First National Trust
Pennsylvania
$4.71M +$1.6M +38,105 +52%
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