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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 %
BC
826
Bartlett & Co
Ohio
$835K +$732 +17 +0.1%
BCWM
827
Bartlett & Co Wealth Management
Ohio
$835K +$732 +17 +0.1%
BST
828
Bath Savings Trust
Maine
$829K -$925 -22 -0.1%
GGI
829
Godsey & Gibb Inc
Virginia
$827K -$29K -690 -3%
WFS
830
Widmann Financial Services
Maryland
$827K -$2.99K -71 -0.4%
STA
831
Summit Trail Advisors
New York
$826K +$170K +3,956 +26%
DPIM
832
Duff & Phelps Investment Management
Illinois
$826K -$6.39K -152 -0.8%
TC
833
TownSquare Capital
Utah
$824K +$6.77K +161 +0.8%
BPWM
834
Badgley Phelps Wealth Managers
Washington
$824K -$1.09K -26 -0.1%
CS
835
Cannell & Spears
New York
$822K – – –
WDC
836
Woodward Diversified Capital
California
$822K +$43.4K +1,033 +6%
H
837
HoyleCohen
California
$818K +$9.13K +217 +1%
JPWM
838
Jamison Private Wealth Management
Georgia
$812K +$812K +19,300 New
TAM
839
Taurus Asset Management
New York
$811K – – –
MHS
840
M Holdings Securities
Oregon
$806K +$806K +19,158 New
CBT
841
CoreFirst Bank & Trust
Kansas
$804K -$174K -4,132 -18%
FSA
842
Franklin Street Advisors
North Carolina
$803K – – –
CI
843
Cigna Investments
Connecticut
$801K -$114K -2,717 -12%
VCM
844
Virtue Capital Management
Tennessee
$797K – – –
IW
845
Imprint Wealth
South Carolina
$797K +$60.1K +1,396 +8%
Wolverine Trading
846
Wolverine Trading
Illinois
$793K +$330K +7,849 +71%
MSS
847
Mitchell Sinkler & Starr
Pennsylvania
$791K – – –
WSTAM
848
Wilbanks Smith & Thomas Asset Management
Virginia
$790K -$10.6K -251 -1%
FA
849
FDx Advisors
Illinois
$788K -$381K -9,047 -33%
TCWM
850
Total Clarity Wealth Management
Illinois
$788K -$32.8K -780 -4%
32 33
34
35 36