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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 %
PTC
601
Private Trust Company
Ohio
$1.68M -$117K -2,783 -7%
CI
602
Ceera Investments
Texas
$1.68M +$618K +14,704 +58%
EWA
603
EP Wealth Advisors
California
$1.67M +$395K +9,391 +31%
HI
604
Harbour Investments
Wisconsin
$1.67M +$18.3K +434 +1%
XSC
605
X-Square Capital
Puerto Rico
$1.67M – – –
PWM
606
Perigon Wealth Management
California
$1.66M -$24.3K -578 -1%
HKAM
607
Horizon Kinetics Asset Management
New York
$1.66M -$25.2K -600 -1%
GT
608
Greenleaf Trust
Michigan
$1.65M -$14.6K -348 -0.9%
EF
609
Empirical Finance
Pennsylvania
$1.64M +$255K +6,063 +18%
MOS
610
MGO One Seven
Ohio
$1.64M +$69.8K +1,661 +4%
WG
611
Welch Group
Alabama
$1.63M +$1.51K +36 +0.1%
WTB
612
Washington Trust Bank
Washington
$1.63M +$3.45K +82 +0.2%
LCM
613
Lazari Capital Management
California
$1.62M -$17.2K -408 -1%
FB
614
Fulton Bank
Pennsylvania
$1.62M +$334K +7,952 +26%
WEG
615
World Equity Group
Illinois
$1.62M +$22.7K +541 +1%
WWM
616
Western Wealth Management
Colorado
$1.61M +$8.24K +196 +0.5%
EFS
617
Essex Financial Services
Connecticut
$1.6M +$26.1K +620 +2%
BFM
618
Boothbay Fund Management
New York
$1.58M +$1.58M +37,691 New
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$1.58M -$81.4K -1,935 -5%
RBA
620
Richard Bernstein Advisors
New York
$1.58M – – –
IPAM
621
ICICI Prudential Asset Management
India
$1.58M -$1.11M -26,400 -41%
CA
622
Cullinan Associates
Kentucky
$1.57M -$109K -2,600 -6%
FCI
623
Financial Counselors Inc
Kansas
$1.56M -$616K -14,659 -28%
CWM
624
Cornerstone Wealth Management
Missouri
$1.56M +$52.6K +1,252 +3%
FFA
625
First Foundation Advisors
California
$1.56M -$60.3K -1,435 -4%
23 24
25
26 27