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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 %
SWM
976
Salvus Wealth Management
New Jersey
$592K +$15.3K +364 +3%
NFSG
977
Newbridge Financial Services Group
Florida
$590K -$128K -3,053 -18%
WTA
978
Washington Trust Advisors
Massachusetts
$589K -$33.6K -800 -5%
TAM
979
Terrapin Asset Management
Florida
$589K – – –
CT
980
Cambridge Trust
Massachusetts
$587K -$220K -5,235 -27%
OPTFSNA
981
Old Point Trust & Financial Services N A
Virginia
$585K -$3.36K -80 -0.6%
RFA
982
Resurgent Financial Advisors
Georgia
$585K +$7.06K +168 +1%
BC
983
Burney Company
Virginia
$585K +$3.7K +88 +0.6%
FLPIM
984
F.L. Putnam Investment Management
Massachusetts
$583K +$149K +3,543 +34%
BMA
985
Brooks Moore & Associates
Tennessee
$583K – – –
AOWM
986
Alpha Omega Wealth Management
Virginia
$582K -$27.6K -657 -5%
QI
987
Qtron Investments
Massachusetts
$580K – – –
PI
988
PFG Investments
New York
$580K -$77.3K -1,839 -12%
GIA
989
Gladstone Institutional Advisory
Florida
$578K +$967 +23 +0.2%
CFP
990
Catalyst Financial Partners
Massachusetts
$578K -$715 -17 -0.1%
PCM
991
Perritt Capital Management
Illinois
$578K +$6.94K +165 +1%
TW
992
TrinityPoint Wealth
Connecticut
$577K +$2.48K +59 +0.4%
DWA
993
Douglass Winthrop Advisors
New York
$575K – – –
AWAP
994
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$571K – – –
HA
995
Herold Advisors
New York
$568K +$220K +5,241 +63%
IPW
996
Impact Partnership Wealth
Georgia
$566K +$22.2K +527 +4%
CFAM
997
Center For Asset Management
Florida
$566K +$566K +13,469 New
CC
998
Centiva Capital
New York
$564K +$564K +13,404 New
MGAM
999
McGowan Group Asset Management
Texas
$564K -$13.8K -328 -2%
FMWA
1000
Forvis Mazars Wealth Advisors
Missouri
$560K +$2.57K +61 +0.5%
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40
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