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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 %
FTDI
1001
First Trust Direct Indexing
Massachusetts
$560K -$4.42K -105 -0.8%
KFA
1002
Kapstone Financial Advisors
Ohio
$558K – – –
FFM
1003
Forum Financial Management
Illinois
$558K +$77.8K +1,849 +16%
CCB
1004
Cutter & Co Brokerage
Missouri
$556K +$2.73K +65 +0.5%
NRS
1005
Neville Rodie & Shaw
New York
$556K – – –
VCAM
1006
Van Cleef Asset Management
Ohio
$554K -$7.44K -177 -1%
1WA
1007
180 Wealth Advisors
Washington
$552K +$13K +310 +2%
BFA
1008
Bill Few Associates
Pennsylvania
$552K -$21K -500 -4%
SP
1009
Symmetry Partners
Connecticut
$551K -$146K -3,466 -21%
RGF
1010
Retirement Guys Formula
Ohio
$551K +$40.6K +966 +8%
SFG
1011
StrategIQ Financial Group
Indiana
$551K +$210 +5 +0%
MIM
1012
Marco Investment Management
Georgia
$551K -$57.6K -1,369 -9%
FG
1013
Foster Group
Iowa
$549K +$3.87K +92 +0.7%
AAM
1014
Aureus Asset Management
Massachusetts
$548K -$7.02K -167 -1%
GCM
1015
Gladius Capital Management
Illinois
$546K +$400K +9,505 +273%
AM
1016
AGF Management
Ontario, Canada
$544K +$32.7K +777 +6%
MAM
1017
Madison Asset Management
Wisconsin
$544K -$2.82K -67 -0.5%
CRWM
1018
Castle Rock Wealth Management
California
$544K +$20.2K +482 +4%
SWA
1019
Sax Wealth Advisors
New Jersey
$542K +$8.54K +203 +2%
GIBU
1020
Gulf International Bank (UK)
United Kingdom
$541K -$155K -3,676 -22%
ACS
1021
Archford Capital Strategies
Illinois
$541K -$21.7K -516 -4%
KWS
1022
Keystone Wealth Services
California
$538K -$2.06K -49 -0.4%
TIM
1023
Tevis Investment Management
Texas
$537K – – –
PWP
1024
Principle Wealth Partners
Connecticut
$534K -$18.9K -450 -3%
LI
1025
Lafayette Investments
Maryland
$533K – – –
39 40
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