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 %
SIA
1251
Schechter Investment Advisors
Michigan
$344K -$19.6K -467 -5%
BFG
1252
Bouchey Financial Group
New York
$344K -$65K -1,541 -16%
RT
1253
Rockland Trust
Massachusetts
$344K – – –
PL
1254
Plancorp LLC
Missouri
$343K -$16.9K -403 -5%
FP
1255
Financial Perspectives
Minnesota
$343K +$84 +2 +0%
PWP
1256
Private Wealth Partners
California
$342K – – –
DZ Bank
1257
DZ Bank
Germany
$342K – – –
MF
1258
Manchester Financial
California
$340K +$340K +8,086 New
WQ
1259
Wealth Quarterback
New Jersey
$339K -$14.8K -352 -4%
WCAMG
1260
Woodard & Company Asset Management Group
North Carolina
$339K – – –
LA
1261
Lane & Associates
New Jersey
$338K +$4.54K +108 +1%
BC
1262
Belmont Capital
California
$337K +$337K +8,014 New
OSNBOA
1263
Old Second National Bank of Aurora
Illinois
$337K – – –
PA
1264
Prossimo Advisors
California
$336K -$2.52K -60 -0.7%
WHRC
1265
W.H. Reaves & Co
New Jersey
$336K – – –
SL
1266
Sentry LLC
Tennessee
$336K -$44.2K -1,050 -12%
FPCP
1267
Fort Point Capital Partners
California
$336K -$38.5K -915 -10%
PA
1268
Procyon Advisors
Connecticut
$335K -$68K -1,618 -17%
VCM
1269
Vivaldi Capital Management
Illinois
$335K +$18.9K +450 +6%
ACIM
1270
Azimuth Capital Investment Management
Michigan
$334K -$6.31K -150 -2%
GC
1271
Grimes & Company
Massachusetts
$334K -$589 -14 -0.2%
CPRC
1272
Consolidated Portfolio Review Corp
New York
$333K -$50K -1,190 -13%
AWE
1273
Avidian Wealth Enterprises
Texas
$333K -$61.9K -1,471 -16%
LC
1274
Lavaca Capital
Texas
$333K -$978K -23,264 -75%
MAG
1275
Mayfair Advisory Group
Alabama
$331K +$1.28K +30 +0.4%
49 50
51
52 53