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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 %
SWA
1226
SFMG Wealth Advisors
Texas
$362K +$86K +2,046 +31%
FTC
1227
Farmers Trust Company
Ohio
$362K +$2.1K +50 +0.6%
BCM
1228
Birmingham Capital Management
Alabama
$361K +$9.46K +225 +3%
WPA
1229
Winning Points Advisors
Florida
$361K -$82.7K -1,963 -19%
IA
1230
IFG Advisors
Missouri
$358K – – –
FFP
1231
FourThought Financial Partners
Florida
$358K – – –
DWT
1232
Dorsey & Whitney Trust
South Dakota
$358K +$47.8K +1,136 +15%
HIC
1233
Holderness Investments Company
North Carolina
$357K +$1.01K +24 +0.3%
SC
1234
Syon Capital
California
$357K +$357K +8,487 New
TNBTD
1235
Trustmark National Bank Trust Department
Mississippi
$357K -$855K -20,331 -71%
SLWA
1236
San Luis Wealth Advisors
California
$356K – – –
TA
1237
TFB Advisors
Kansas
$354K +$156K +3,706 +79%
CWS
1238
Cypress Wealth Services
California
$354K – – –
VCG
1239
Vantage Consulting Group
Virginia
$352K +$11.8K +280 +3%
SA
1240
Syntax Advisors
New York
$352K +$11.8K +280 +3%
SDAM
1241
Shulman DeMeo Asset Management
New York
$352K -$7.44K -177 -2%
RCM
1242
Raleigh Capital Management
North Carolina
$352K +$11.8K +281 +3%
AWA
1243
Acorn Wealth Advisors
Michigan
$351K +$2.4K +57 +0.7%
CA
1244
Callahan Advisors
Texas
$350K +$463 +11 +0.1%
CAWM
1245
Capital Advisors Wealth Management
Washington
$349K -$27K -643 -7%
MHIC
1246
Marble Harbor Investment Counsel
Massachusetts
$347K -$8.66K -206 -2%
RMDI
1247
R.M. Davis Inc
Maine
$346K -$31.4K -746 -8%
TBC
1248
Ted Buchan & Co
California
$345K -$19.1K -453 -5%
QCM
1249
Qsemble Capital Management
New York
$345K +$345K +8,200 New
WA
1250
WBH Advisory
Maryland
$345K -$85.3K -2,029 -20%
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50
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