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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 %
BCP
751
Berkeley Capital Partners
Georgia
$1.07M +$22.6K +537 +2%
ACI
752
Alpha Cubed Investments
California
$1.07M +$92.3K +2,195 +9%
FMAEN1
753
Fund Management at Engine No 1
California
$1.07M +$89.8K +2,136 +9%
CBC
754
Coombe, Bender & Co
New York
$1.06M -$2.61K -62 -0.2%
SLI
755
Sumitomo Life Insurance
Japan
$1.06M -$15.9K -379 -1%
LCM
756
Logan Capital Management
Pennsylvania
$1.06M -$378 -9 -0%
BW
757
Bison Wealth
Georgia
$1.06M +$12.2K +289 +1%
TCM
758
Traynor Capital Management
Pennsylvania
$1.05M -$1.89K -45 -0.2%
WANY
759
Wealthspire Advisors (New York)
New York
$1.05M +$10.1K +239 +1%
HSA
760
HBK Sorce Advisory
Pennsylvania
$1.05M -$37.8K -899 -3%
CAC
761
Certified Advisory Corp
Florida
$1.04M -$20.3K -483 -2%
CCG
762
Capital CS Group
California
$1.04M – – –
CIG
763
Cascade Investment Group
Colorado
$1.04M -$6.77K -161 -0.6%
American Century Companies
764
American Century Companies
Missouri
$1.03M +$149K +3,535 +17%
SIC
765
Shoker Investment Counsel
Ohio
$1.03M +$10.4K +248 +1%
Man Group
766
Man Group
United Kingdom
$1.02M – – –
I
767
InceptionR
California
$1.02M +$277K +6,594 +37%
RCAG
768
Rehmann Capital Advisory Group
Michigan
$1.02M -$2.73K -65 -0.3%
SSB
769
Sandy Spring Bank
Maryland
$1.01M -$7.74K -184 -0.8%
DWP
770
Daymark Wealth Partners
Ohio
$1.01M +$123K +2,915 +14%
SFA
771
Sequoia Financial Advisors
Ohio
$1.01M -$44.6K -1,061 -4%
IFAM
772
Institutional & Family Asset Management
Colorado
$1.01M +$2.15K +51 +0.2%
WF
773
Welch & Forbes
Massachusetts
$1M -$8.41K -200 -0.8%
SAM
774
Shell Asset Management
Netherlands
$1M +$841 +20 +0.1%
WAAG
775
Wealth Alliance Advisory Group
Kansas
$998K -$14.8K -352 -1%
29 30
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