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 %
MSCM
1176
McElhenny Sheffield Capital Management
Texas
$402K -$126 -3 -0%
CAM
1177
Cobblestone Asset Management
Virginia
$400K +$400K +9,515 New
CWM
1178
C2C Wealth Management
Arizona
$400K -$82.9K -2,000 -17%
SFC
1179
Strategic Financial Concepts
Texas
$400K -$20.4K -486 -5%
BP
1180
BBR Partners
New York
$400K -$1.24M -29,579 -76%
WT
1181
Washington Trust
Rhode Island
$398K +$126 +3 +0%
BFC
1182
Bedel Financial Consulting
Indiana
$396K – – –
WP
1183
WMS Partners
Maryland
$395K -$505 -12 -0.1%
FFA
1184
Farther Finance Advisors
California
$394K +$79.2K +1,883 +25%
AG
1185
Algert Global
California
$391K -$1.02M -24,381 -72%
HFBOT
1186
Home Federal Bank of Tennessee
Tennessee
$390K – – –
CM
1187
Cercano Management
Washington
$389K – – –
SC
1188
Stephens Consulting
Michigan
$389K +$28.5K +677 +8%
PJSIMP
1189
P.J. Schmidt Investment Management (PJS)
Wisconsin
$389K +$2K +47 +0.5%
VFA
1190
Voya Financial Advisors
Connecticut
$386K +$7.59K +180 +2%
CCG
1191
Ceeto Capital Group
Florida
$383K – – –
WA
1192
Wealth Alliance
New York
$383K +$5.26K +125 +1%
PCA
1193
Prosperity Capital Advisors
Ohio
$382K +$3.87K +92 +1%
MWM
1194
Maltin Wealth Management
New Jersey
$382K -$59.7K -1,420 -14%
AAG
1195
Armstrong Advisory Group
Massachusetts
$380K +$30.8K +732 +9%
1WM
1196
1900 Wealth Management
Texas
$380K +$125K +2,964 +49%
PFA
1197
Peak Financial Advisors
Colorado
$380K +$24.8K +589 +7%
DOA
1198
D'Orazio & Associates
Virginia
$379K -$45K -1,070 -11%
CG
1199
CFO4Life Group
Texas
$379K -$378 -9 -0.1%
WPC
1200
Wedmont Private Capital
Pennsylvania
$379K -$181K -4,228 -32%
46 47
48
49 50