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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 %
CST
1051
Charles Schwab Trust
Nevada
$509K +$105K +2,490 +26%
SIM
1052
Stratos Investment Management
Ohio
$508K -$73.6K -1,749 -13%
OIA
1053
Optimum Investment Advisors
Illinois
$508K -$67.6K -1,608 -12%
PWPS
1054
Pinnacle Wealth Planning Services
Ohio
$507K -$4.58K -109 -0.9%
SFI
1055
SPC Financial Inc
Maryland
$505K -$3.78K -90 -0.7%
BJL
1056
Brighton Jones LLC
Washington
$504K +$15K +356 +3%
AA
1057
Advisory Alpha
Michigan
$503K -$132K -3,143 -21%
SCM
1058
Shelton Capital Management
Colorado
$500K – – –
MWM
1059
Mattern Wealth Management
Kansas
$500K +$42 +1 +0%
WAM
1060
Walker Asset Management
Missouri
$499K +$4K +95 +0.8%
CCWM
1061
Cassaday & Co Wealth Management
Virginia
$499K +$5.8K +138 +1%
LFGH
1062
Lee Financial Group Hawaii
Hawaii
$499K +$715 +17 +0.1%
RA
1063
RFG Advisory
Alabama
$498K +$22.8K +542 +5%
HI
1064
Horizon Investments
North Carolina
$497K +$5.8K +138 +1%
MCA
1065
MSH Capital Advisors
Arizona
$496K +$14.4K +343 +3%
BCM
1066
BluePath Capital Management
Georgia
$495K +$495K +11,772 New
CSI
1067
Cross Staff Investments
New York
$495K -$8.41K -200 -2%
BMWM
1068
Brown Miller Wealth Management
Virginia
$495K – – –
CCT
1069
Capital City Trust
Florida
$494K -$142K -3,371 -22%
TMWM
1070
Taylor & Morgan Wealth Management
Michigan
$493K +$30.1K +715 +6%
GL
1071
Graypoint LLC
New York
$493K +$48.5K +1,153 +11%
WSCM
1072
Wellington Shields Capital Management
New York
$492K -$6.35K -151 -1%
CNBT
1073
Canandaigua National Bank & Trust
New York
$491K -$4.5K -107 -0.9%
CAAS
1074
Capital Asset Advisory Services
Michigan
$490K -$4.17K -98 -0.8%
TC
1075
Telemus Capital
Michigan
$488K -$653K -15,540 -57%
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