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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 %
MC
1301
Maverick Capital
Texas
$310K -$1.56M -37,186 -83%
WPP
1302
Whalerock Point Partners
Rhode Island
$310K +$58.9K +1,400 +23%
TCM
1303
Triumph Capital Management
Colorado
$310K +$77.8K +1,807 +34%
VA
1304
Valmark Advisers
Ohio
$308K -$2.65K -63 -0.9%
HBT
1305
Hills Bank & Trust
Iowa
$307K – – –
KC
1306
Kenfarb & Co
Kentucky
$307K – – –
TC
1307
Truvestments Capital
Florida
$307K -$12.4K -296 -4%
ET
1308
Equitable Trust
Tennessee
$306K +$5.76K +137 +2%
DIM
1309
Delta Investment Management
California
$305K – – –
FFC
1310
First Financial Corp
Indiana
$305K +$134K +3,193 +78%
FBA
1311
Front Barnett Associates
Illinois
$305K -$10.9K -258 -3%
PSFG
1312
Prairie Sky Financial Group
Illinois
$304K – – –
HAS
1313
Holland Advisory Services
Florida
$303K +$303K +7,200 New
HWA
1314
HHM Wealth Advisors
Tennessee
$303K – – –
DSN
1315
D. Scott Neal
Kentucky
$301K – – –
SSW
1316
Smith Shellnut Wilson
Mississippi
$301K – – –
CWM
1317
Congress Wealth Management
Massachusetts
$301K +$11.1K +263 +4%
PGF
1318
Plan Group Financial
Oklahoma
$301K -$22.8K -541 -7%
CA
1319
Carson Advisory
Georgia
$300K +$76.2K +1,811 +34%
FAIM
1320
Financial Advocates Investment Management
Washington
$300K -$94.1K -2,238 -24%
CTI
1321
Community Trust & Investment
Kentucky
$300K – – –
CFD
1322
Creative Financial Designs
Indiana
$298K +$17.9K +426 +6%
BSSFA
1323
Baron Silver Stevens Financial Advisors
Florida
$297K +$26.8K +638 +10%
VHAM
1324
Van Hulzen Asset Management
California
$296K -$4.2K -100 -1%
CT
1325
Coastline Trust
Rhode Island
$295K – – –
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