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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 %
IAS
876
Insigneo Advisory Services
Florida
$747K +$9.83K +229 +1%
NAS
877
Nicolet Advisory Services
Wisconsin
$745K +$37.9K +909 +5%
BHBT
878
Burke & Herbert Bank & Trust
Virginia
$744K -$151K -3,586 -17%
FWM
879
Finer Wealth Management
Massachusetts
$743K – – –
CAI
880
Capital Advisors Inc
Oklahoma
$742K -$51.1K -1,214 -6%
OLA
881
Oliver Luxxe Assets
New Jersey
$741K – – –
NSIM
882
North Star Investment Management
Illinois
$736K -$24.4K -581 -3%
HWA
883
HCR Wealth Advisors
California
$735K +$9.38K +223 +1%
MWA
884
Moser Wealth Advisors
Washington
$729K -$21.4K -510 -3%
IWN
885
Independent Wealth Network
Iowa
$729K +$11.9K +282 +2%
PTC
886
Philadelphia Trust Company
Pennsylvania
$729K -$126K -3,000 -15%
CAM
887
Cozad Asset Management
Illinois
$727K -$7.99K -190 -1%
CHA
888
Carmichael Hill & Associates
Maryland
$725K -$3.24K -77 -0.4%
TWM
889
Tradition Wealth Management
Minnesota
$725K -$61.2K -1,455 -8%
PP
890
Patron Partners
Texas
$725K -$2.31K -55 -0.3%
C
891
Certuity
Florida
$721K +$2.57K +61 +0.4%
BOH
892
Bank of Hawaii
Hawaii
$718K – – –
Citadel Advisors
893
Citadel Advisors
Florida
$718K -$1.97M -46,867 -73%
KA
894
KLCM Advisors
Wisconsin
$718K -$33.3K -792 -4%
EGA
895
Eagle Global Advisors
Texas
$716K – – –
CF
896
Centaurus Financial
California
$716K +$11.9K +284 +2%
CFA
897
CWS Financial Advisors
Michigan
$715K -$9.97K -237 -1%
CCA
898
Checchi Capital Advisers
California
$713K -$132K -3,139 -16%
MLL
899
Moody Lynn & Lieberson
Massachusetts
$712K – – –
GCM
900
Gibraltar Capital Management
Oklahoma
$710K +$1.09K +26 +0.2%
34 35
36
37 38