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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 %
TCA
776
Transcend Capital Advisors
New Jersey
$996K -$107K -2,555 -10%
KCM
777
Kathmere Capital Management
Pennsylvania
$992K +$94.1K +2,238 +10%
GWM
778
Gray Wealth Management
Maine
$985K +$19.3K +460 +2%
CG
779
Colony Group
Massachusetts
$980K -$27.1K -644 -3%
MIM
780
Morningstar Investment Management
Illinois
$975K – – –
SIC
781
Samalin Investment Counsel
New York
$965K +$53.5K +1,273 +6%
SWM
782
Silverlake Wealth Management
Vermont
$963K +$20.4K +486 +2%
IIA
783
ICW Investment Advisors
Arizona
$959K -$18K -428 -2%
DA
784
Duality Advisers
Florida
$959K -$983K -23,370 -51%
LIA
785
LS Investment Advisors
Michigan
$957K -$101K -2,408 -10%
KCM
786
Knoll Capital Management
Florida
$955K – – –
RIL
787
Rothschild Investment LLC
Illinois
$953K -$369K -8,781 -28%
SFFS
788
Stonehage Fleming Financial Services
Jersey
$948K +$232K +5,517 +32%
OCM
789
One Capital Management
California
$946K – – –
LIM
790
Loudon Investment Management
New Hampshire
$942K -$85.3K -2,028 -8%
CAG
791
Crestwood Advisors Group
Massachusetts
$940K +$545K +12,952 +138%
CG
792
Caprock Group
Idaho
$934K -$6.93K -161 -0.7%
ECM
793
Evergreen Capital Management
Washington
$932K -$43.3K -1,008 -4%
JCM
794
Jacobi Capital Management
Pennsylvania
$931K +$27.1K +644 +3%
DA
795
Dover Advisors
Virginia
$922K – – –
SFA
796
Semmax Financial Advisors
North Carolina
$920K +$920K +23,005 New
FFWA
797
FRG Family Wealth Advisors
Washington
$920K -$8.83K -210 -1%
EM
798
Excalibur Management
Massachusetts
$916K -$11.6K -275 -1%
CS
799
Comerica Securities
Michigan
$915K -$28.7K -666 -3%
CRIG
800
Charter Research & Investment Group
Connecticut
$911K – – –
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32
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