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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 %
NFG
1501
Nadler Financial Group
Illinois
$223K +$463 +11 +0.2%
CHAM
1502
Clear Harbor Asset Management
Connecticut
$223K +$223K +5,308 New
FWP
1503
FAS Wealth Partners
Kansas
$223K -$252K -5,984 -53%
FCFC
1504
First Citizens Financial Corp
Iowa
$223K +$25.2K +600 +13%
BA
1505
Bluesphere Advisors
Pennsylvania
$222K +$2.61K +62 +1%
PTP
1506
Platform Technology Partners
New York
$221K -$20K -475 -8%
VC
1507
Vestor Capital
Illinois
$220K -$22.2K -529 -9%
FCBT
1508
First Citizens Bank & Trust
North Carolina
$220K -$14.1K -336 -6%
PWP
1509
Perfromance Wealth Partners
Illinois
$220K -$15.7K -374 -7%
GI
1510
Gradient Investments
Minnesota
$219K -$132K -3,134 -38%
GWANC
1511
Guardian Wealth Advisors (North Carolina)
North Carolina
$219K -$18.1K -419 -8%
CPA
1512
Cardiff Park Advisors
California
$217K +$463 +11 +0.2%
PCG
1513
Prosperity Consulting Group
Maryland
$216K +$216K +5,146 New
TA
1514
TrueWealth Advisors
Alabama
$216K -$71.2K -1,694 -25%
BEI
1515
Benjamin Edwards Inc
Missouri
$216K -$9.38K -223 -4%
AIC
1516
Archer Investment Corporation
Indiana
$216K +$1.14K +27 +0.5%
DWM
1517
Drive Wealth Management
Utah
$216K -$40.2K -935 -16%
NB
1518
Nicolet Bankshares
Wisconsin
$215K -$3.11K -74 -1%
W
1519
Wealthquest
Ohio
$214K +$214K +5,100 New
EWM
1520
Executive Wealth Management
Michigan
$214K -$9.76K -232 -4%
GA
1521
GFS Advisors
Texas
$214K +$4.2K +100 +2%
APWM
1522
Atlas Private Wealth Management
New York
$214K +$4.75K +113 +2%
GGS
1523
Galvin Gaustad & Stein
Arizona
$214K +$214K +5,083 New
RFM
1524
Royal Fund Management
Florida
$213K +$213K +5,063 New
PG
1525
Prostatis Group
Maryland
$213K -$8.18M -194,663 -97%
59 60
61
62 63