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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 %
NSEDCP
1201
NJ State Employees Deferred Compensation Plan
New Jersey
$378K – – –
TF
1202
Trek Financial
Arizona
$378K -$33.3K -791 -8%
EDRIA
1203
Edmonds Duncan Registered Investment Advisors
Kansas
$377K – – –
CIA
1204
Cohen Investment Advisors
New Hampshire
$377K -$24K -571 -6%
AI
1205
Accredited Investors
Minnesota
$377K +$6.6K +157 +2%
LW
1206
Linscomb Wealth
Texas
$376K -$28.6K -679 -7%
BO
1207
Bank OZK
Arkansas
$376K -$111K -2,651 -23%
TWA
1208
TCI Wealth Advisors
Arizona
$376K +$26.1K +621 +7%
FMTC
1209
Farmers & Merchants Trust Company
California
$375K -$1.3K -31 -0.3%
MSFS
1210
Main Street Financial Solutions
Pennsylvania
$375K -$13.3K -317 -3%
AIM
1211
Anchor Investment Management
South Carolina
$375K -$8.79K -209 -2%
EFL
1212
ERn Financial LLC
Wisconsin
$375K +$3.28K +78 +0.9%
FFG
1213
Frisch Financial Group
New York
$374K -$63.1K -1,500 -14%
TFA
1214
Teamwork Financial Advisors
Texas
$370K +$42.3K +1,006 +13%
MHB
1215
Midwest Heritage Bank
Iowa
$370K +$3.7K +88 +1%
WSC
1216
Wellington Shields & Co
New York
$370K -$7.06K -168 -2%
OWA
1217
One Wealth Advisors
California
$369K +$55.9K +1,329 +18%
FCA
1218
Fortis Capital Advisors
Kansas
$369K -$11.5K -273 -3%
CFSG
1219
Clark Financial Services Group
Missouri
$367K -$5.89K -140 -2%
LA
1220
Legacy Advisors
Pennsylvania
$367K +$14.2K +331 +4%
CI
1221
Conning Inc
Connecticut
$367K -$6.73K -160 -2%
AFG
1222
Atomi Financial Group
New York
$366K +$366K +8,713 New
FHC
1223
First Heartland Consultants
Missouri
$364K -$1.06M -25,119 -74%
SWIM
1224
Smallwood Wealth Investment Management
New Jersey
$363K +$6.31K +150 +2%
SIC
1225
Sterling Investment Counsel
New York
$363K +$15.4K +367 +4%
47 48
49
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