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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 %
EF
851
Exeter Financial
Arizona
$787K +$27.5K +655 +4%
TAM
852
Titleist Asset Management
Texas
$787K +$34K +808 +5%
KFC
853
Klingenstein Fields & Co
New York
$782K – – –
TC
854
Toews Corporation
New Jersey
$782K +$782K +18,600 New
FCA
855
FLC Capital Advisors
California
$781K +$99K +2,354 +15%
THWM
856
Taylor Hoffman Wealth Management
Virginia
$780K – – –
MCM
857
Mork Capital Management
California
$774K – – –
WIP
858
WealthCare Investment Partners
Rhode Island
$773K +$32.3K +777 +4%
ZF
859
Zhang Financial
Michigan
$772K -$21.8K -519 -3%
KCM
860
Kanawha Capital Management
Virginia
$771K -$2.99K -71 -0.4%
EWG
861
Executive Wealth Group
Washington
$768K +$15.3K +364 +2%
GAM
862
Griffin Asset Management
New York
$768K +$7.4K +176 +1%
JIP
863
Jaffetilchin Investment Partners
Florida
$766K -$338K -8,031 -31%
CT
864
Chicago Trust
Illinois
$766K -$12.6K -300 -2%
B
865
Bailard
California
$762K -$29.3K -697 -4%
FT
866
Fiduciary Trust
Massachusetts
$761K -$15.2K -362 -2%
IP
867
Intellectus Partners
California
$759K +$187K +4,339 +33%
BG
868
Bahl & Gaynor
Ohio
$759K +$84.2K +2,003 +12%
EP
869
Eudaimonia Partners
Tennessee
$757K +$24.7K +587 +3%
WA
870
Waverly Advisors
Alabama
$756K +$2.94K +70 +0.4%
NIM
871
NEOS Investment Management
Connecticut
$754K +$754K +17,929 New
LI
872
LMCG Investments
Massachusetts
$754K +$21.6K +514 +3%
JIC
873
Joel Isaacson & Co
New York
$750K +$799 +19 +0.1%
ICA
874
Infrastructure Capital Advisors
New York
$750K +$129K +4,448 +21%
NL
875
NWAM LLC
Washington
$749K -$210 -5 -0%
33 34
35
36 37