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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 %
SWM
501
SeaCrest Wealth Management
New York
$2.38M -$38.3K -911 -2%
MWAM
502
Manhattan West Asset Management
California
$2.37M +$424K +10,065 +22%
BWL
503
Bogart Wealth LLC
Virginia
$2.35M +$15.6K +370 +0.7%
KFP
504
KMG Fiduciary Partners
Ohio
$2.34M +$66.1K +1,572 +3%
AWM
505
Axxcess Wealth Management
California
$2.34M +$1.74M +41,432 +294%
SWP
506
Stratos Wealth Partners
Ohio
$2.32M +$163K +3,873 +8%
TTWM
507
TCV Trust & Wealth Management
Virginia
$2.31M +$7.36K +175 +0.3%
MGP
508
Metis Global Partners
California
$2.3M +$57.8K +1,374 +3%
HWM
509
HB Wealth Management
Georgia
$2.3M +$197K +4,688 +9%
EGM
510
Engineers Gate Manager
New York
$2.3M +$1.97M +46,753 +591%
HWAM
511
Hennion & Walsh Asset Management
New Jersey
$2.29M +$107K +2,550 +5%
ELC
512
Edgar Lomax Company
Virginia
$2.28M -$54.7K -1,300 -2%
CIC
513
Carnegie Investment Counsel
Ohio
$2.26M +$14K +334 +0.6%
PA
514
Pinnacle Associates
New York
$2.25M -$133K -3,170 -6%
SSA
515
Schonfeld Strategic Advisors
New York
$2.24M -$12.3M -291,905 -85%
PL
516
Parthenon LLC
Kentucky
$2.24M – – –
NB
517
NBT Bank
New York
$2.23M +$351K +8,350 +19%
FFA
518
Founders Financial Alliance
North Carolina
$2.22M +$104K +2,463 +5%
HP
519
Hosking Partners
United Kingdom
$2.22M -$1.57M -37,444 -42%
LTAS
520
Linden Thomas Advisory Services
North Carolina
$2.21M +$848K +20,165 +62%
LS
521
Leelyn Smith
Illinois
$2.21M +$54.8K +1,303 +3%
WJWM
522
Williams Jones Wealth Management
New York
$2.18M -$75.9K -1,806 -3%
OAM
523
Ostrum Asset Management
France
$2.18M -$544K -12,948 -20%
Marshall Wace
524
Marshall Wace
United Kingdom
$2.17M -$7.79M -185,264 -78%
APF
525
Alaska Permanent Fund
Alaska
$2.17M – – –
19 20
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