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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 %
IRAG
1701
Investment Research & Advisory Group
Georgia
$50.3K – – –
PBK
1702
Peoples Bank (Kansas)
Kansas
$50.2K +$50.2K +1,194 New
MFA
1703
McClarren Financial Advisors
Pennsylvania
$50K – – –
FPB
1704
First PREMIER Bank
South Dakota
$50K – – –
CAC
1705
Core Alternative Capital
Georgia
$48.8K -$2.78K -66 -5%
BWAM
1706
Boyd Watterson Asset Management
Ohio
$48K – – –
GEA
1707
Glen Eagle Advisors
New Jersey
$47K – – –
SAG
1708
Spotlight Asset Group
Illinois
$46.1K – – –
QC
1709
Quent Capital
New York
$45.3K -$8.58K -204 -16%
MHR
1710
Matthew Hamilton Rosenberg
$45.1K -$7.23K -172 -14%
WWM
1711
Wolff Wiese Magana
California
$45K -$8.96K -213 -17%
BWM
1712
Baystate Wealth Management
Massachusetts
$44.3K +$884 +21 +2%
NCM
1713
Northwest Capital Management
Oregon
$43.1K – – –
PG
1714
Proffitt & Goodson
Tennessee
$42.4K +$24.7K +588 +140%
TWD
1715
True Wealth Design
Ohio
$41.4K – – –
PCA
1716
Providence Capital Advisors
North Carolina
$40.4K +$2.02K +48 +5%
SWA
1717
SOA Wealth Advisors
New York
$40.1K -$3.83K -91 -9%
EARNEST Partners
1718
EARNEST Partners
Georgia
$39.5K – – –
FCMT
1719
Founders Capital Management (Texas)
Texas
$39.3K -$8.92K -212 -18%
UIA
1720
Ulland Investment Advisors
Minnesota
$38K – – –
TVWM
1721
Tower View Wealth Management
Wisconsin
$38K +$15.3K +369 +68%
NOI
1722
Newton One Investments
Delaware
$37.1K +$757 +18 +2%
TIM
1723
Tortoise Investment Management
New York
$36.2K +$168 +4 +0.5%
CFS
1724
CGC Financial Services
Oregon
$35.7K – – –
ICM
1725
Islay Capital Management
Texas
$35.4K -$26.8K -637 -43%
67 68
69
70 71