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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 %
BA
1401
Bristlecone Advisors
Washington
$262K – – –
SC
1402
Schoolcraft Capital
Colorado
$262K – – –
JF
1403
Jump Financial
Illinois
$261K +$261K +6,216 New
SOW
1404
State of Wyoming
Wyoming
$261K +$62.1K +1,477 +31%
TSWM
1405
Triangle Securities Wealth Management
North Carolina
$260K -$2.19K -52 -0.8%
BOPW
1406
Brandywine Oak Private Wealth
Pennsylvania
$260K +$15.3K +364 +6%
BOSSRA
1407
B.O.S.S. Retirement Advisors
Utah
$260K +$20.9K +496 +9%
AR
1408
Apeiron RIA
Texas
$259K – – –
AAM
1409
Augustine Asset Management
Florida
$259K +$841 +20 +0.3%
KTA
1410
Keeley-Teton Advisors
Illinois
$257K – – –
AGA
1411
Accuvest Global Advisors
Utah
$257K – – –
TFA
1412
Toth Financial Advisory
Virginia
$257K -$925 -22 -0.4%
SCM
1413
Silvant Capital Management
Georgia
$257K – – –
BMO
1414
Beck Mack & Oliver
New York
$257K – – –
CCM
1415
Chiron Capital Management
Florida
$257K +$16.8K +400 +7%
PFS
1416
Physicians Financial Services
North Carolina
$256K -$12.6K -300 -5%
DC
1417
Defender Capital
North Carolina
$256K – – –
CFG
1418
Compton Financial Group
Maryland
$256K +$210 +5 +0.1%
HCM
1419
Hall Capital Management
Rhode Island
$255K -$168K -4,000 -40%
BHWM
1420
Bar Harbor Wealth Management
New Hampshire
$255K +$4.21K +100 +2%
HTHT
1421
Hemenway Trust Hemenway Trust
New Hampshire
$255K -$12.6K -300 -5%
GC
1422
Gratus Capital
Georgia
$255K +$36.5K +868 +17%
AC
1423
Allstate Corporation
Illinois
$254K – – –
CFFP
1424
Center for Financial Planning
Michigan
$254K -$8.41K -200 -3%
JF
1425
JSF Financial
California
$254K -$6.94K -165 -3%
55 56
57
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