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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 %
EW
1276
Evoke Wealth
California
$329K +$6.37K +148 +2%
HIC
1277
Harvey Investment Company
Kentucky
$329K – – –
CA
1278
Centerpoint Advisors
Massachusetts
$329K +$294 +7 +0.1%
BCMLT
1279
Beacon Capital Management LLC (Tennessee)
Tennessee
$328K – – –
SAM
1280
SP Asset Management
California
$328K +$6.31K +150 +2%
NVCHI
1281
New Vernon Capital Holdings II
New Jersey
$328K +$47.2K +1,123 +17%
CIA
1282
Cape Investment Advisory
Georgia
$327K +$60.6K +1,441 +23%
EFI
1283
EHP Funds Inc
Canada
$324K +$324K +7,700 New
PK
1284
Pflug Koory
Nebraska
$322K -$23.7K -564 -7%
LWM
1285
Laidlaw Wealth Management
New York
$322K -$104K -2,472 -24%
EWM
1286
EPG Wealth Management
Georgia
$322K +$1.05K +25 +0.3%
FBFS
1287
First Business Financial Services
Wisconsin
$320K – – –
MA
1288
MCF Advisors
Kentucky
$320K +$25.2K +588 +9%
IAG
1289
Investment Advisory Group
Massachusetts
$320K -$6.52K -155 -2%
HCM
1290
Howland Capital Management
Massachusetts
$320K -$23.6K -549 -7%
GD
1291
Grandfield & Dodd
New York
$320K -$109K -2,596 -25%
WMA
1292
Wealth Management Associates
New Jersey
$318K -$223K -5,307 -41%
CFO
1293
CVA Family Office
Colorado
$317K -$38.5K -915 -11%
OWA
1294
Opal Wealth Advisors
New York
$316K +$14.1K +336 +5%
RCI
1295
RS Crum Inc
California
$316K – – –
MG
1296
Mather Group
Illinois
$315K -$74.2K -1,764 -19%
BFG
1297
Berger Financial Group
Minnesota
$315K -$17.7K -421 -5%
AAS
1298
Asset Allocation Strategies
Michigan
$313K -$24.2K -575 -7%
RCM
1299
Requisite Capital Management
Texas
$312K – – –
FBT
1300
First Bankers Trust
Kentucky
$312K -$5.05K -120 -2%
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