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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 %
POIA
1651
Pin Oak Investment Advisors
Texas
$98K -$3.45K -80 -3%
NF
1652
Norwood Financial
Pennsylvania
$95.9K – – –
FWA
1653
FSC Wealth Advisors
New York
$94.3K +$925 +22 +1%
HCM
1654
Highlander Capital Management
New Jersey
$94K +$2.06K +49 +2%
BWS
1655
Buck Wealth Strategies
Colorado
$91.8K -$19.9K -473 -18%
MTIC
1656
Missouri Trust & Investment Company
Missouri
$88.3K – – –
SWM
1657
Sanctuary Wealth Management
Idaho
$86.4K +$1.72K +41 +2%
AW
1658
Avion Wealth
Texas
$85K +$6.57K +158 +8%
GJIA
1659
Glass Jacobson Investment Advisors
Maryland
$81.8K -$23.3K -553 -22%
M
1660
MOTCO
Texas
$81.4K -$16K -381 -16%
KFS
1661
Kelly Financial Services
Massachusetts
$80.1K -$10.2K -243 -11%
AAP
1662
Arax Advisory Partners
Colorado
$79.1K -$3.57K -85 -4%
AWM
1663
Atticus Wealth Management
Florida
$78.6K -$6.81K -162 -8%
CAS
1664
Coppell Advisory Solutions
Texas
$77.9K -$60K -1,312 -43%
AFG
1665
Albion Financial Group
Utah
$77.6K +$420 +10 +0.5%
TC
1666
Tacita Capital
Ontario, Canada
$75.3K +$18.1K +430 +32%
HL
1667
HeadInvest LLC
Maine
$74.1K +$74.1K +1,782 New
PCFFS
1668
Pacific Center for Financial Services
California
$72.8K – – –
CWA
1669
Carolina Wealth Advisors
South Carolina
$72.5K +$63.1K +1,500 +667%
WWP
1670
WR Wealth Planners
Missouri
$72.3K -$210 -5 -0.3%
SAM
1671
S.A. Mason
Michigan
$69.4K – – –
PFA
1672
Pathway Financial Advisers
Indiana
$67.3K +$67.3K +1,600 New
HC
1673
Hoese & Co
Minnesota
$67.3K – – –
NECFA
1674
New England Capital Financial Advisors
Connecticut
$64.8K +$1.18K +28 +2%
RCG
1675
Rock Creek Group
District of Columbia
$64.3K -$15.1K -360 -19%
65 66
67
68 69