MO icon

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 %
BIA
1551
Barry Investment Advisors
Massachusetts
$206K +$1.85K +43 +0.9%
CCM
1552
Carlson Capital Management
Minnesota
$206K +$1.3K +31 +0.6%
EW
1553
Element Wealth
Mississippi
$206K +$1.68K +40 +0.8%
CAMV
1554
Concord Asset Management (Virginia)
Virginia
$206K +$206K +4,900 New
AL
1555
Aspiriant LLC
California
$206K +$206K +4,895 New
FCP
1556
Fidelis Capital Partners
Florida
$206K -$46.9K -1,122 -19%
CICI
1557
Capital Investment Counsel Inc
North Carolina
$205K – – –
FAN
1558
Financial Advisors Network
California
$205K +$205K +4,877 New
SCG
1559
Sonata Capital Group
Washington
$205K – – –
RSWM
1560
Robertson Stephens Wealth Management
California
$205K +$1.64K +38 +0.8%
TIA
1561
Traphagen Investment Advisors
New Jersey
$205K +$205K +4,871 New
MFG
1562
Magnus Financial Group
New York
$205K -$12.7K -303 -6%
RCA
1563
Resonant Capital Advisors
Wisconsin
$204K +$10.9K +254 +6%
TPCW
1564
TD Private Client Wealth
New York
$204K -$504K -11,990 -71%
MWP
1565
Meridian Wealth Partners
Pennsylvania
$203K +$4K +95 +2%
ACA
1566
Atlas Capital Advisors
Wyoming
$202K -$35.7K -850 -15%
AP
1567
Atwood & Palmer
Missouri
$202K – – –
TFO
1568
Tarbox Family Office
California
$202K – – –
PS
1569
Planned Solutions
California
$202K -$16.8K -400 -8%
TFF
1570
The Family Firm
Maryland
$202K +$336 +8 +0.2%
SFP
1571
Sweet Financial Partners
Minnesota
$202K +$202K +4,795 New
PCA
1572
Pallas Capital Advisors
Massachusetts
$202K +$202K +5,007 New
WCG
1573
Weaver Consulting Group
California
$201K +$6.64K +158 +3%
ARMT
1574
Amica Retiree Medical Trust
Rhode Island
$201K – – –
AWM
1575
Act Wealth Management
Texas
$201K +$4.63K +110 +2%
61 62
63
64 65