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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 %
TG
1026
TCW Group
California
$533K – – –
DT
1027
Diversified Trust
Tennessee
$533K -$254K -6,037 -32%
NGA
1028
Naples Global Advisors
Florida
$532K -$53.2K -1,238 -9%
SOAMC
1029
Spirit of America Management Corp
New York
$532K – – –
PWM
1030
PBMares Wealth Management
Virginia
$531K +$10.5K +250 +2%
Empower Advisory Group
1031
Empower Advisory Group
Colorado
$530K -$15.5K -369 -3%
FMII
1032
Farmers & Merchants Investments Inc
Nebraska
$530K -$12.6K -300 -2%
ST
1033
Spinnaker Trust
Maine
$528K +$63.1K +1,500 +14%
RL
1034
Rogco LP
Oklahoma
$527K +$527K +12,543 New
GC
1035
Gilbert & Cook
Iowa
$526K +$39.6K +942 +8%
GSIAS
1036
Garden State Investment Advisory Services
New Jersey
$526K +$60.3K +1,433 +13%
KFA
1037
Krane Funds Advisors
New York
$526K +$25.5K +607 +5%
CC
1038
Chicago Capital
Illinois
$525K -$7.28K -173 -1%
AWM
1039
Avaii Wealth Management
Wisconsin
$522K +$134K +3,178 +34%
RDWM
1040
Red Door Wealth Management
Tennessee
$522K -$27.2K -646 -5%
EWM
1041
Evercore Wealth Management
New York
$521K -$26.9K -640 -5%
FPAS
1042
Focus Partners Advisor Solutions
Missouri
$521K +$290K +6,900 +126%
BCP
1043
Blue Chip Partners
Michigan
$521K +$23.2K +551 +5%
EAM
1044
Evanson Asset Management
California
$519K +$23.5K +558 +5%
ESB
1045
Essex Savings Bank
Connecticut
$517K -$27.3K -650 -5%
FWTB
1046
First Western Trust Bank
Colorado
$517K -$3.49K -83 -0.7%
JHCP
1047
Jackson Hole Capital Partners
Oklahoma
$516K +$140K +3,333 +37%
WP
1048
Westmount Partners
California
$516K +$967 +23 +0.2%
IGWM
1049
ICA Group Wealth Management
Colorado
$514K +$87.9K +2,096 +21%
SBH
1050
Segall Bryant & Hamill
Illinois
$510K +$2.65K +63 +0.5%
40 41
42
43 44