MO icon

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 %
NAG
1076
Northstar Advisory Group
New Jersey
$486K -$3.41K -81 -0.7%
MA
1077
MONECO Advisors
Connecticut
$486K +$12K +286 +3%
UBV
1078
United Bank (Virginia)
Virginia
$486K +$2.69K +64 +0.6%
VRM
1079
Vectors Research Management
New York
$485K -$41.7K -992 -8%
PFP
1080
Paragon Financial Partners
California
$484K – – –
MFG
1081
MidWestOne Financial Group
Iowa
$480K -$28.4K -675 -6%
MCM
1082
Monarch Capital Management
Indiana
$477K – – –
PFBT
1083
Parkside Financial Bank & Trust
Missouri
$475K +$10.2K +242 +2%
CPIG
1084
Chicago Partners Investment Group
Illinois
$475K -$43.9K -1,041 -8%
WPW
1085
Waldron Private Wealth
Pennsylvania
$474K +$24K +558 +5%
WIM
1086
WealthPlan Investment Management
Nebraska
$473K +$155K +3,686 +49%
PAG
1087
Powers Advisory Group
Illinois
$472K -$5.72K -136 -1%
CWP
1088
Concord Wealth Partners
Virginia
$471K -$78.8K -1,873 -14%
LSAG
1089
Lake Street Advisors Group
New Hampshire
$471K -$26.5K -630 -5%
GS
1090
GTS Securities
New York
$470K +$69.4K +1,650 +17%
DSC
1091
Duncker Streett & Co
Missouri
$469K +$2.65K +63 +0.6%
CCFCSB
1092
Cape Cod Five Cents Savings Bank
Massachusetts
$469K +$277K +6,585 +144%
PIMG
1093
Patriot Investment Management Group
Tennessee
$468K – – –
GCMG
1094
Gyroscope Capital Management Group
Florida
$467K +$467K +11,117 New
BTWM
1095
Baker Tilly Wealth Management
Wisconsin
$467K -$25.5K -607 -5%
TT
1096
TI-Trust
Illinois
$467K – – –
AI
1097
AdvisorShares Investments
Maryland
$467K +$387K +9,211 +487%
WA
1098
Wealth Architects
California
$466K -$2.94K -70 -0.6%
WE
1099
Wealth Effects
Massachusetts
$466K +$50.5K +1,200 +12%
ECG
1100
Edge Capital Group
Georgia
$463K -$14.3K -339 -3%
42 43
44
45 46