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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 %
TFS
676
Thoroughbred Financial Services
Tennessee
$1.32M +$1.11M +26,340 +527%
NHC
677
Nicholas Hoffman & Company
Georgia
$1.32M +$128K +3,033 +11%
EWM
678
Empirical Wealth Management
Washington
$1.31M +$24.1K +573 +2%
KCPG
679
Kavar Capital Partners Group
Kansas
$1.31M -$48.6K -1,155 -4%
MSAM
680
Moloney Securities Asset Management
Missouri
$1.31M +$2.31K +55 +0.2%
MYIA
681
Mount Yale Investment Advisors
Colorado
$1.3M +$89.2K +2,122 +7%
BT
682
Brandywine Trust
Delaware
$1.3M – – –
CIC
683
Crawford Investment Counsel
Georgia
$1.3M -$82K -1,951 -6%
EWA
684
Exencial Wealth Advisors
Oklahoma
$1.29M -$34.4K -817 -3%
LIM
685
Longfellow Investment Management
Massachusetts
$1.29M – – –
Parallax Volatility Advisers
686
Parallax Volatility Advisers
California
$1.28M +$332K +7,894 +35%
EF
687
Empowered Funds
Pennsylvania
$1.28M -$3.84M -91,231 -75%
KWA
688
Kingswood Wealth Advisors
California
$1.27M +$1.27M +6,854 New
TSS
689
Two Sigma Securities
New York
$1.27M +$903K +21,469 +246%
DFG
690
Delta Financial Group
New Jersey
$1.27M -$16.9K -401 -1%
TIM
691
Timelo Investment Management
Ontario, Canada
$1.26M – – –
FHA
692
Flagship Harbor Advisors
Massachusetts
$1.25M -$10.2K -242 -0.8%
OWA
693
Octavia Wealth Advisors
Ohio
$1.24M +$57.3K +1,333 +5%
CSPIA
694
Cary Street Partners Investment Advisory
Virginia
$1.24M +$195K +4,633 +19%
IP
695
Ignite Planners
California
$1.24M +$725K +17,273 +142%
NSAM
696
North Star Asset Management
Wisconsin
$1.23M -$630K -14,985 -34%
CRI
697
Colonial River Investments
Virginia
$1.23M +$744K +17,683 +153%
KIG
698
Kowal Investment Group
Wisconsin
$1.23M -$27.4K -651 -2%
NLP
699
Next Level Private
New York
$1.22M – – –
SWM
700
Spire Wealth Management
Virginia
$1.22M +$3.57K +85 +0.3%
26 27
28
29 30