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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 %
PMFA
1326
Plante Moran Financial Advisors
Michigan
$295K – – –
WA
1327
Wambolt & Associates
Colorado
$293K +$36.7K +883 +14%
BFWA
1328
Benchmark Financial Wealth Advisors
Florida
$293K +$28.8K +686 +11%
SWP
1329
Summit Wealth Partners
Florida
$292K +$34.2K +814 +13%
VC
1330
Vicus Capital
Pennsylvania
$291K +$75.1K +1,786 +35%
NMIMC
1331
Northwestern Mutual Investment Management Company
Wisconsin
$290K -$1.51K -36 -0.5%
PFA
1332
Pure Financial Advisors
California
$290K +$31.2K +742 +12%
FFBTD
1333
First Financial Bank - Trust Division
Ohio
$290K -$12.4K -295 -4%
GW
1334
GW & Wade
Massachusetts
$290K -$107K -2,550 -27%
CSC
1335
Caldwell Sutter Capital
California
$289K +$9.5K +226 +3%
RB
1336
Rodgers Brothers
Pennsylvania
$288K +$288K +6,860 New
CT
1337
Colonial Trust
South Carolina
$288K – – –
EIP
1338
Ellis Investment Partners
Pennsylvania
$287K +$1.05K +25 +0.4%
KFGK
1339
Keystone Financial Group (Kentucky)
Kentucky
$287K +$2.02K +48 +0.7%
WDA
1340
Wendell David Associates
New Hampshire
$286K – – –
MFC
1341
Mechanics Financial Corp
Ohio
$286K – – –
WTFG
1342
Wells Trecaso Financial Group
Ohio
$285K – – –
NEWAS
1343
N.E.W. Advisory Services
Wisconsin
$284K -$34.9K -830 -11%
AC
1344
Abbrea Capital
California
$284K – – –
TFGT
1345
TS Financial Group (TSFG)
Illinois
$284K +$631 +15 +0.2%
PAA
1346
Peregrine Asset Advisers
Oregon
$284K +$284K +6,745 New
MFG
1347
Midwest Financial Group
Kansas
$283K +$6.52K +155 +2%
BAM
1348
Byrne Asset Management
New Jersey
$283K +$283K +6,720 New
APW
1349
Axim Planning & Wealth
Ohio
$283K +$10.5K +249 +4%
FMP
1350
Financial Management Professionals
Texas
$281K +$1.51K +36 +0.5%
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