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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 %
SB
1151
Strategic Blueprint
Georgia
$420K +$38.1K +905 +10%
CPA
1152
Court Place Advisors
Maryland
$420K – – –
CB
1153
Centennial Bank
Arkansas
$419K -$32.7K -777 -7%
SFG
1154
Summit Financial Group
West Virginia
$418K – – –
CA
1155
Claro Advisors
Massachusetts
$418K +$24.6K +585 +6%
AWM
1156
Avior Wealth Management
Nebraska
$418K -$7.23K -172 -2%
LA
1157
Lifeworks Advisors
Michigan
$418K +$158K +3,766 +61%
PCM
1158
Penserra Capital Management
California
$417K -$68.3K -1,627 -14%
SPWG
1159
Sage Private Wealth Group
Illinois
$415K +$9K +214 +2%
MPM
1160
Meritage Portfolio Management
Kansas
$415K -$23.5K -560 -5%
CCA
1161
Cravens & Co Advisors
Tennessee
$415K +$11.4K +271 +3%
MBT
1162
Montecito Bank & Trust
California
$413K -$21K -500 -5%
NWM
1163
Northcape Wealth Management
New York
$413K -$9.88K -235 -2%
TAM
1164
Tocqueville Asset Management
New York
$413K +$4.63K +110 +1%
CVM
1165
Cheviot Value Management
California
$412K +$505 +12 +0.1%
NB
1166
Northwest Bancshares
Pennsylvania
$412K +$27.3K +650 +7%
WCM
1167
Whitener Capital Management
North Carolina
$412K +$10.5K +250 +3%
SSWM
1168
Strait & Sound Wealth Management
California
$410K +$410K +9,745 New
EA
1169
Eudaimonia Advisors
Tennessee
$409K +$631 +15 +0.2%
SIA
1170
Soltis Investment Advisors
Utah
$408K +$61.6K +1,464 +18%
PP
1171
PDS Planning
Ohio
$406K -$40.4K -961 -9%
IF
1172
Intrua Financial
Texas
$405K +$6.81K +162 +2%
FWMM
1173
Foundation Wealth Management (Missouri)
Missouri
$404K -$1.14K -27 -0.3%
HI
1174
Human Investing
Oregon
$403K -$47.8K -1,136 -11%
SCM
1175
Schnieders Capital Management
California
$402K -$25.2K -600 -6%
45 46
47
48 49