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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 %
SBWIC
1576
Schaper Benz & Wise Investment Counsel
Wisconsin
$200K +$42 +1 +0%
TSW
1577
Thompson Siegel & Walmsley
Virginia
$199K – – –
SIS
1578
Sound Income Strategies
Florida
$193K -$1.39K -33 -0.7%
BBPWM
1579
Blue Bell Private Wealth Management
Pennsylvania
$192K -$378 -9 -0.2%
IUHSA
1580
Itau Unibanco Holding S.A.
Brazil
$190K +$68.4K +1,627 +56%
EWA
1581
EverSource Wealth Advisors
Alabama
$189K -$22.8K -542 -11%
GWMIA
1582
Global Wealth Management Investment Advisory
Florida
$188K +$3.36K +80 +2%
GC
1583
Garde Capital
Washington
$184K +$1.26K +30 +0.7%
VSQM
1584
V-Square Quantitative Management
Illinois
$183K +$173K +4,116 +1,666%
CB
1585
Community Bank
New York
$183K -$11.9K -284 -6%
SCA
1586
Stonebridge Capital Advisors
Minnesota
$181K -$12.3K -293 -6%
IWP
1587
Icon Wealth Partners
Texas
$179K -$5K -119 -3%
WIM
1588
Westside Investment Management
California
$179K – – –
HBW
1589
Hazlett, Burt & Watson
West Virginia
$173K -$9.58K -228 -5%
CTA
1590
Colonial Trust Advisors
South Carolina
$171K -$83.8K -1,993 -33%
KFI
1591
Key Financial Inc
Pennsylvania
$167K -$7.36K -175 -4%
CWC
1592
Carolinas Wealth Consulting
North Carolina
$166K +$351 +86 +0.2%
CWM
1593
Cranbrook Wealth Management
Michigan
$163K +$505 +12 +0.3%
DJSG
1594
D.J. St. Germain
Massachusetts
$160K -$210 -5 -0.1%
RMC
1595
Resources Management Corp
Connecticut
$160K -$18.1K -430 -10%
BAM
1596
Bellevue Asset Management
Washington
$159K +$463 +11 +0.3%
CWM
1597
CarsonAllaria Wealth Management
Illinois
$158K -$14.7K -349 -9%
SWM
1598
Sugarloaf Wealth Management
Georgia
$157K +$1.6K +38 +1%
BCM
1599
Basso Capital Management
Connecticut
$157K -$4.25K -101 -3%
CIM
1600
Chiron Investment Management
New York
$156K – – –
62 63
64
65 66