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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 %
RA
1101
Resolute Advisors
California
$463K +$9.38K +218 +2%
SC
1102
SRB Corp
Massachusetts
$460K +$51.6K +1,228 +13%
IC
1103
Inscription Capital
Texas
$460K – – –
PPW
1104
Parcion Private Wealth
Washington
$457K +$42.1K +1,000 +10%
TFM
1105
TFC Financial Management
Massachusetts
$457K +$1.77K +42 +0.4%
CGL
1106
Clarius Group LLC
Washington
$456K -$339K -8,058 -43%
AWA
1107
AmeriServ Wealth Advisors
Pennsylvania
$456K -$2.36K -56 -0.5%
SFG
1108
Sovereign Financial Group
Connecticut
$455K +$17.6K +418 +4%
IMC Chicago
1109
IMC Chicago
Illinois
$455K +$455K +10,811 New
FOFP
1110
Fee-Only Financial Planning
South Carolina
$452K – – –
LF
1111
Lee Financial
Texas
$452K -$439K -10,382 -49%
VFG
1112
V2 Financial group
Illinois
$450K +$168K +4,005 +60%
SLT
1113
St Louis Trust
Missouri
$450K – – –
SW
1114
SkyOak Wealth
Michigan
$449K – – –
BSB
1115
Bangor Savings Bank
Maine
$446K -$378 -9 -0.1%
BCA
1116
Bay Colony Advisors
Massachusetts
$445K -$6.48K -154 -1%
IAP
1117
Indie Asset Partners
Indiana
$444K -$3.83K -91 -0.9%
ACP
1118
Aveo Capital Partners
Colorado
$442K +$22.7K +539 +5%
OIM
1119
Orca Investment Management
Oregon
$442K -$3.78K -90 -0.8%
OWP
1120
Obermeyer Wealth Partners
Colorado
$442K +$207K +4,914 +88%
GIP
1121
Greatmark Investment Partners
Georgia
$441K +$84.1K +2,000 +24%
LMKC
1122
L.M. Kohn & Company
Ohio
$440K +$757 +18 +0.2%
SFG
1123
Sowa Financial Group
Rhode Island
$440K +$7.07K +168 +2%
BNP Paribas Asset Management
1124
BNP Paribas Asset Management
France
$440K +$440K +10,457 New
SP
1125
Successful Portfolios
Florida
$439K +$715 +17 +0.2%
43 44
45
46 47