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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 %
MWM
951
Moran Wealth Management
Florida
$615K +$354K +8,419 +136%
CFG
952
Citizens Financial Group
Rhode Island
$615K +$40.3K +958 +7%
SPWM
953
Straight Path Wealth Management
Michigan
$613K – – –
CPC
954
Consolidated Planning Corp
Georgia
$613K -$30K -713 -5%
PWW
955
Pettyjohn Wood & White
Virginia
$612K -$7.99K -190 -1%
MJRIC
956
Mogy Joel R Investment Counsel
California
$612K -$283K -6,730 -32%
EI
957
Ethic Inc
New York
$612K +$83.5K +1,986 +16%
RBC
958
Romano Brothers & Co
Illinois
$611K -$18.6K -442 -3%
QCG
959
Quadrant Capital Group
Ohio
$610K -$88K -2,092 -13%
KCM
960
Kendall Capital Management
Maryland
$610K -$25.2K -600 -4%
HGWM
961
Horst & Graben Wealth Management
Oregon
$608K -$22.1K -525 -4%
GCM
962
Gables Capital Management
Florida
$607K -$50.5K -1,200 -8%
CA
963
Cornerstone Advisory
Maryland
$607K -$9.34K -222 -2%
DWM
964
Dorchester Wealth Management
Quebec, Canada
$607K -$7.15K -170 -1%
BP
965
Ballentine Partners
Massachusetts
$606K +$241K +5,733 +66%
PIA
966
Pinion Investment Advisors
Kansas
$604K +$80.2K +1,908 +15%
DWM
967
Dakota Wealth Management
Florida
$603K -$925 -22 -0.2%
SWMP
968
Signature Wealth Management Partners
New Jersey
$603K – – –
IA
969
IFG Advisory
Georgia
$602K -$65.8K -1,564 -10%
WHG
970
Westwood Holdings Group
Texas
$599K – – –
MWM
971
Meridian Wealth Management
Kentucky
$598K -$30.7K -729 -5%
GP
972
Girard Partners
Pennsylvania
$598K +$11.1K +265 +2%
WFM
973
Wolff Financial Management
Michigan
$597K +$126 +3 +0%
RMAM
974
Raab & Moskowitz Asset Management
New Jersey
$594K +$505 +12 +0.1%
MM
975
MQS Management
New York
$593K +$593K +14,092 New
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