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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 %
JAFL
1126
Jay A. Fishman Ltd
Michigan
$439K -$4.21K -100 -0.9%
IRC
1127
Investors Research Corp
Georgia
$436K – – –
LWCFA
1128
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$435K -$50.2K -1,235 -10%
HI
1129
Hendershot Investments
Virginia
$435K -$79.8K -1,897 -15%
TIM
1130
Total Investment Management
Arizona
$435K +$6.14K +146 +1%
DSA
1131
Droms Strauss Advisors
Missouri
$435K – – –
CIA
1132
Choate Investment Advisors
Massachusetts
$435K +$43.2K +1,027 +11%
SIM
1133
Sentry Investment Management
Wisconsin
$433K -$556K -13,236 -56%
RWP
1134
RWA Wealth Partners
Massachusetts
$433K +$22.5K +536 +5%
HGERS
1135
Householder Group Estate & Retirement Specialist
Arizona
$431K +$431K +10,242 New
CIA
1136
Cladis Investment Advisory
Montana
$429K – – –
ALAM
1137
Asahi Life Asset Management
Japan
$429K +$5.47K +130 +1%
OC
1138
Oakworth Capital
Alabama
$429K +$25.9K +615 +6%
SOS
1139
Silver Oak Securities
Tennessee
$428K +$14.2K +337 +3%
CCA
1140
Cobblestone Capital Advisors
New York
$427K -$24.3K -578 -5%
FDDB
1141
Fidelity D&D Bancorp
Pennsylvania
$427K +$427K +10,160 New
MA
1142
Montag & Associates
Georgia
$427K – – –
SCA
1143
STALEY CAPITAL ADVISERS
Pennsylvania
$425K +$1.56K +37 +0.4%
AB
1144
Atlas Brown
Kentucky
$425K +$4.71K +112 +1%
Loomis, Sayles & Company
1145
Loomis, Sayles & Company
Massachusetts
$424K -$213K -5,072 -33%
WDG
1146
Wealth Dimensions Group
Ohio
$424K +$4K +95 +1%
JSL
1147
JT Stratford LLC
Georgia
$422K +$27.6K +657 +7%
GCA
1148
Guardian Capital Advisors
Ontario, Canada
$421K – – –
State Farm Mutual Automobile Insurance
1149
State Farm Mutual Automobile Insurance
Illinois
$421K – – –
GSEP
1150
Golden State Equity Partners
California
$420K -$2.94K -70 -0.7%
44 45
46
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