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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 %
WA
701
WP Advisors
California
$1.21M +$8.87K +211 +0.7%
SPA
702
Sherbrooke Park Advisers
New York
$1.2M +$1.2M +28,619 New
BAM
703
Berkshire Asset Management
Pennsylvania
$1.2M +$757 +18 +0.1%
OTL
704
Oak Thistle LLC
New York
$1.2M +$1.2M +28,510 New
BI
705
Bramshill Investments
Florida
$1.2M +$350K +8,335 +41%
VAS
706
Valicenti Advisory Services
New York
$1.19M -$17.5K -415 -1%
PNC
707
Park National Corp
Ohio
$1.18M +$78K +1,856 +7%
CAGAS
708
Capital Advisory Group Advisory Services
Minnesota
$1.18M -$50.5K -1,201 -4%
AFP
709
Ausdal Financial Partners
Iowa
$1.18M +$52.1K +1,239 +5%
OP
710
ORG Partners
Indiana
$1.18M -$1.16M -27,649 -50%
LIM
711
Leavell Investment Management
Alabama
$1.17M -$14.5K -336 -1%
DCM
712
Delta Capital Management
New Jersey
$1.17M -$7.57K -180 -0.6%
ACL
713
Applied Capital LLC
Florida
$1.17M -$9.59K -228 -0.8%
FHB
714
First Hawaiian Bank
Hawaii
$1.16M -$24.4K -580 -2%
WB
715
WesBanco Bank
West Virginia
$1.16M -$6.31K -150 -0.5%
UCFA
716
United Capital Financial Advisors
Texas
$1.16M -$178K -4,241 -13%
TPA
717
Trivium Point Advisory
Connecticut
$1.15M -$15.6K -379 -1%
WP
718
WealthPLAN Partners
Nebraska
$1.15M +$110K +2,626 +11%
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M +$104K +2,465 +10%
MCM
720
Mill Capital Management
North Carolina
$1.14M -$119K -2,840 -9%
BTI
721
Blue Trust Inc
Georgia
$1.14M +$786K +17,336 +221%
S
722
SignatureFD
Georgia
$1.14M -$124K -2,951 -10%
GSB
723
Greenfield Savings Bank
Massachusetts
$1.14M +$12.7K +302 +1%
KMWM
724
Keudell/Morrison Wealth Management
Oregon
$1.13M -$24.7K -588 -2%
SAG
725
SageView Advisory Group
California
$1.13M -$101K -2,393 -8%
27 28
29
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