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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 %
EFSCE
1526
Enterprise Financial Services Corp (EFSC)
Missouri
$212K -$55.5K -1,320 -21%
TDC
1527
Thompson Davis & Co
Virginia
$212K -$2.44K -58 -1%
MPI
1528
Mairs & Power Inc
Minnesota
$212K -$85.2K -2,027 -29%
LFGO
1529
Legacy Financial Group (Oklahoma)
Oklahoma
$212K -$505 -12 -0.2%
IFWM
1530
Institute for Wealth Management
Colorado
$212K +$17.5K +415 +9%
ICP
1531
Interchange Capital Partners
Pennsylvania
$212K +$6.54K +148 +3%
JLBC
1532
J.L. Bainbridge & Co
Florida
$211K -$29.4K -698 -12%
KIG
1533
Kennedy Investment Group
New Jersey
$211K +$336 +8 +0.2%
BIAS
1534
Beacon Investment Advisory Services
New Jersey
$211K – – –
JC
1535
JB Capital
Connecticut
$210K -$51.2K -1,217 -20%
AA
1536
Alta Advisers
United Kingdom
$210K – – –
FPCG
1537
Fort Pitt Capital Group
Pennsylvania
$210K +$15.9K +379 +8%
GWM
1538
Greenhouse Wealth Management
Connecticut
$210K – – –
HA
1539
HC Advisors
Georgia
$209K -$20.6K -491 -9%
AT
1540
Arvest Trust
Oklahoma
$208K -$3.28K -78 -2%
AI
1541
AXS Investments
New York
$208K -$44.9K -1,067 -18%
WA
1542
WealthTrust Axiom
Pennsylvania
$208K -$46K -1,093 -18%
CWM
1543
Curi Wealth Management
North Carolina
$208K -$15K -357 -7%
JCM
1544
Jag Capital Management
Missouri
$208K – – –
NC
1545
NBW Capital
Massachusetts
$208K -$23.6K -561 -10%
WAOTB
1546
Wealth Advisors of Tampa Bay
Florida
$208K +$208K +4,936 New
BCM
1547
Becker Capital Management
Oregon
$207K -$10.7K -248 -5%
PCM
1548
Pointe Capital Management
Michigan
$207K – – –
BWP
1549
Balboa Wealth Partners
Arizona
$207K -$5.89K -140 -3%
WAC
1550
William Allan Corp
Colorado
$207K +$6.81K +162 +3%
60 61
62
63 64