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Altria Group

1,874 hedge funds and large institutions have $41.5B invested in Altria Group in 2023 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 594 increasing their positions, 830 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,874
Holders Change
+47
Holders Change %
+2.57%
% of All Funds
27.47%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.23%
New
201
Increased
594
Reduced
830
Closed
128
Calls
$564M
Puts
$590M
Net Calls
-$25.7M
Net Calls Change
+$4.64M
Name Holding Trade Value Shares
Change
Shares
Change %
ES
801
ETF Store
Kansas
$873K +$27.7K +686 +3%
MSS
802
Mitchell Sinkler & Starr
Pennsylvania
$866K +$108K +2,676 +14%
CG
803
Caprock Group
Idaho
$866K -$31.3K -758 -3%
KCM
804
Kathmere Capital Management
Pennsylvania
$864K -$87.9K -2,179 -9%
EM
805
Excalibur Management
Massachusetts
$864K -$37.4K -904 -4%
AAS
806
Annex Advisory Services
Wisconsin
$863K -$2.8M -69,285 -76%
SCP
807
Sender Company & Partners
New York
$863K +$863K +21,386 New
SFA
808
Semmax Financial Advisors
North Carolina
$858K -$67.9K -1,687 -7%
CB
809
Cadence Bank
Mississippi
$857K +$37.3K +925 +5%
JCM
810
Jacobi Capital Management
Pennsylvania
$854K -$39.3K -974 -4%
HWA
811
HCR Wealth Advisors
California
$852K +$146K +3,620 +21%
CF
812
Clarity Financial
Texas
$851K -$12.4M -307,612 -94%
AWA
813
Arete Wealth Advisors
Illinois
$850K +$850K +21,071 New
Dodge & Cox
814
Dodge & Cox
California
$847K
BFIM
815
Beese Fulmer Investment Management
Ohio
$845K -$928 -23 -0.1%
FTDI
816
First Trust Direct Indexing
Massachusetts
$843K +$306K +7,590 +57%
IIM
817
Ipswich Investment Management
Massachusetts
$843K -$1.61K -40 -0.2%
TCM
818
Teza Capital Management
Illinois
$843K +$843K +20,893 New
MNBTD
819
Moody National Bank Trust Division
Texas
$841K -$1.03M -25,546 -55%
GWM
820
Gray Wealth Management
Maine
$840K -$105K -2,614 -11%
BJL
821
Brighton Jones LLC
Washington
$836K +$352K +8,737 +73%
KCFA
822
Key Client Fiduciary Advisors
New Jersey
$833K -$13.2K -327 -2%
American Century Companies
823
American Century Companies
Missouri
$829K -$159K -3,937 -16%
RPC
824
Rossmore Private Capital
Connecticut
$828K
NS
825
NBC Securities
Alabama
$826K -$28.6K -708 -3%