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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 %
PCC
401
Park Circle Company
Maryland
$3.7M +$980K +23,300 +36%
VPIM
402
Vanguard Personalized Indexing Management
California
$3.68M +$338K +8,037 +10%
SI
403
Stephens Inc
Arkansas
$3.64M -$59.3K -1,410 -2%
TYCC
404
Texas Yale Capital Corp
Florida
$3.63M -$140K -3,335 -4%
FAM
405
Formidable Asset Management
Ohio
$3.61M +$215K +5,108 +6%
SC
406
Scotia Capital
Ontario, Canada
$3.6M -$65.6K -1,560 -2%
JIC
407
Johnson Investment Counsel
Ohio
$3.57M +$737K +17,530 +26%
ATC
408
Argent Trust Co
Tennessee
$3.52M +$76.5K +1,819 +2%
ACM
409
Altrius Capital Management
North Carolina
$3.51M +$109K +2,582 +3%
VanEck Associates
410
VanEck Associates
New York
$3.51M -$231K -5,504 -6%
AG
411
Ascent Group
Virginia
$3.48M +$5.62K +140 +0.2%
FCH
412
Freestone Capital Holdings
Washington
$3.47M +$467K +11,099 +16%
FSA
413
Financial Security Advisor
Virginia
$3.45M +$3.45M +80,170 New
GLA
414
Good Life Advisors
Pennsylvania
$3.44M +$145K +3,460 +4%
CWP
415
CFM Wealth Partners
Texas
$3.43M +$30.6K +727 +0.9%
CII
416
Capital International Inc
California
$3.43M -$2.4M -57,172 -41%
BWP
417
Baldwin Wealth Partners
Massachusetts
$3.4M -$501K -11,926 -13%
SFO
418
Stokes Family Office
Louisiana
$3.38M -$205K -4,868 -6%
MFG
419
Merit Financial Group
Georgia
$3.34M -$256K -6,099 -7%
SBIA
420
Sheaff Brock Investment Advisors
Indiana
$3.33M -$12.4K -296 -0.4%
BCM
421
Bluefin Capital Management
New York
$3.31M -$206K -4,900 -6%
SF
422
Slagle Financial
Illinois
$3.27M +$325K +7,718 +11%
MBTD
423
Mechanics Bank - Trust Department
California
$3.27M -$58.7K -1,397 -2%
GRP
424
Global Retirement Partners
California
$3.26M -$556K -13,358 -15%
CA
425
Cornerstone Advisors
North Carolina
$3.25M +$3.25M +77,300 New
15 16
17
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