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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 %
AIA
1426
Angeles Investment Advisors
California
$253K -$6.18K -147 -2%
EG
1427
Ellerson Group
Maryland
$253K +$57.8K +1,375 +30%
AF
1428
Arrow Financial
New York
$251K -$13K -309 -5%
TW
1429
Towerpoint Wealth
California
$251K +$1.43K +34 +0.6%
SHFA
1430
SC&H Financial Advisors
Maryland
$250K – – –
JWM
1431
Jeppson Wealth Management
California
$250K – – –
OL
1432
Owen LaRue
Kentucky
$250K -$6.69K -159 -3%
ACG
1433
Allen Capital Group
Nebraska
$250K -$3.37K -81 -1%
MSWM
1434
McGlone Suttner Wealth Management
Wisconsin
$249K +$11.1K +265 +5%
FL
1435
Fort LP
Maryland
$249K -$3.57K -85 -1%
DBT
1436
Dubuque Bank & Trust
Iowa
$248K +$21.5K +511 +9%
SPWM
1437
Schrum Private Wealth Management
Florida
$248K – – –
FUBT
1438
First United Bank & Trust
Maryland
$247K – – –
CHC
1439
City Holding Co
West Virginia
$246K +$8.62K +205 +4%
RFA
1440
Register Financial Advisors
Georgia
$246K – – –
TBNY
1441
Trustco Bank (New York)
New York
$246K -$4.71K -112 -2%
1SB
1442
1ST Source Bank
Indiana
$246K -$5.26K -125 -2%
CCFM
1443
Clear Creek Financial Management
Washington
$246K +$10.1K +240 +4%
ST
1444
Smithfield Trust
Pennsylvania
$245K -$3.58K -85 -1%
KCM
1445
Kornitzer Capital Management
Kansas
$244K -$1.26K -30 -0.5%
WB
1446
Webster Bank
Connecticut
$244K -$42.1K -1,000 -15%
CFS
1447
CRA Financial Services
New Jersey
$244K +$23.5K +560 +11%
NFG
1448
Northeast Financial Group
Pennsylvania
$244K -$11.8K -280 -5%
EIM
1449
Ervin Investment Management
Washington
$244K -$12.6K -300 -5%
YAM
1450
Yacktman Asset Management
Texas
$244K – – –
56 57
58
59 60