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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 %
WP
1476
WealthSource Partners
California
$230K +$230K +5,472 New
BBNA
1477
Bremer Bank National Association
Minnesota
$230K – – –
6F
1478
626 Financial
Michigan
$229K – – –
WP
1479
WealthShield Partners
North Carolina
$229K -$15.1K -352 -6%
PCP
1480
Proficio Capital Partners
Massachusetts
$229K -$126 -3 -0.1%
ISL
1481
Ingalls & Snyder LLC
New York
$229K +$24.3K +578 +12%
PIA
1482
Perennial Investment Advisors
California
$229K +$16.4K +391 +8%
FBC
1483
Fairfield, Bush & Co
Connecticut
$229K – – –
GWWM
1484
Great Waters Wealth Management
Minnesota
$229K – – –
NG
1485
Northstar Group
New York
$229K -$8.41K -200 -4%
OHWP
1486
Oak Harbor Wealth Partners
North Carolina
$228K -$14.7K -350 -6%
HIA
1487
Harbor Investment Advisory
Maryland
$228K -$294 -7 -0.1%
JMF
1488
Johnson Midwest Financial
Iowa
$228K +$4.04K +96 +2%
LWM
1489
LJI Wealth Management
Indiana
$227K – – –
BHIA
1490
Birch Hill Investment Advisors
Massachusetts
$227K – – –
MMG
1491
Monetary Management Group
Missouri
$227K – – –
FAG
1492
Fortitude Advisory Group
Washington
$227K +$29.9K +712 +15%
CAM
1493
Cubic Asset Management
Massachusetts
$226K – – –
DE
1494
Day & Ennis
Georgia
$225K +$10.5K +250 +5%
9WM
1495
9258 Wealth Management
Ohio
$225K -$4.79K -114 -2%
JAG
1496
Journey Advisory Group
Kentucky
$224K -$16.8K -400 -7%
WAM
1497
Weatherly Asset Management
California
$224K -$24.4K -565 -10%
UF
1498
Univest Financial
Pennsylvania
$224K – – –
LFA
1499
Legacy Financial Advisors
Kentucky
$224K -$9.76K -232 -4%
WA
1500
Waddell & Associates
Tennessee
$224K +$631 +15 +0.3%
58 59
60
61 62