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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 %
JGIA
1601
Jackson Grant Investment Advisers
Connecticut
$154K -$2.44K -58 -2%
USB
1602
Union Savings Bank
Connecticut
$152K – – –
LFA
1603
LGT Financial Advisors
Texas
$151K +$151K +3,600 New
MRCM
1604
M&R Capital Management
New Jersey
$151K -$27.2K -648 -15%
JWM
1605
Janiczek Wealth Management
Colorado
$151K -$3.53K -82 -2%
PP
1606
PFS Partners
New Jersey
$151K +$15.6K +372 +12%
GWS
1607
Glassman Wealth Services
Virginia
$150K +$23.5K +558 +19%
ATC
1608
Adirondack Trust Company
New York
$150K -$8.03K -191 -5%
DAC
1609
Dividend Assets Capital
South Carolina
$150K – – –
PSB
1610
Piscataqua Savings Bank
New Hampshire
$149K – – –
TLA
1611
Tanglewood Legacy Advisors
Texas
$148K +$463 +11 +0.3%
FDCC
1612
Foster Dykema Cabot & Co
Massachusetts
$147K – – –
MLA
1613
MB, Levis & Associates
Pennsylvania
$145K +$2.06K +49 +1%
APW
1614
Acima Private Wealth
Virginia
$145K – – –
BAAM
1615
Baker Avenue Asset Management
California
$143K +$59.6K +1,418 +71%
CAL
1616
Capital Advisors Ltd
Ohio
$141K -$22K -521 -13%
CTWM
1617
Cherry Tree Wealth Management
Minnesota
$141K – – –
FCAS
1618
First Command Advisory Services
Texas
$140K +$140K +3,340 New
EBA
1619
Eagle Bay Advisors
New York
$140K – – –
FMTCOCP
1620
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137K – – –
APC
1621
Aspire Private Capital
North Carolina
$131K +$841 +20 +0.6%
KLWA
1622
Kelly Lawrence W & Associates
California
$131K +$114K +2,715 +679%
GWSG
1623
GPS Wealth Strategies Group
Colorado
$130K +$7.48K +178 +6%
MIM
1624
Meridiem Investment Management
United Kingdom
$130K -$42.1K -1,000 -24%
EA
1625
Evolution Advisers
Virginia
$129K -$17.1K -407 -12%
63 64
65
66 67