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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 %
WAS
1726
Winch Advisory Services
Wisconsin
$35K +$669 +16 +2%
IFS
1727
Intelligent Financial Strategies
Minnesota
$34.4K – – –
C
1728
Covestor
United Kingdom
$33K -$10.6K -252 -24%
PPC
1729
Park Place Capital
Alabama
$32.3K -$79.6K -1,893 -71%
CPG
1730
Cornerstone Planning Group
New Jersey
$31.8K -$19.1K -455 -38%
MS
1731
Mizuho Securities
Japan
$31.5K +$31.5K +750 New
IHWM
1732
Iron Horse Wealth Management
Iowa
$31.3K +$1.85K +44 +6%
ZB
1733
Zions Bancorporation
Utah
$30.9K -$1.51K -36 -5%
AGWCA
1734
Annis Gardner Whiting Capital Advisors
Florida
$30.7K +$30.7K +714 New
Legacy Financial Group (Iowa)
1735
Legacy Financial Group (Iowa)
Iowa
$30.5K +$30.5K +725 New
FGA
1736
Fortis Group Advisors
New Jersey
$29.6K +$29.6K +705 New
AWM
1737
AllSquare Wealth Management
New York
$29.5K – – –
BCA
1738
Bray Capital Advisors
Florida
$29.2K – – –
WOSD
1739
WFA of San Diego
California
$28K – – –
RWM
1740
Ruedi Wealth Management
Illinois
$27.3K – – –
NRG
1741
Nemes Rush Group
Michigan
$26.7K +$13.6K +323 +103%
AS
1742
Altshuler Shaham
Israel
$26.2K +$26.2K +623 New
NSG
1743
Nalls Sherbakoff Group
Tennessee
$26.1K – – –
PA
1744
PSI Advisors
Florida
$25K – – –
GG
1745
Gleason Group
Kentucky
$24.9K +$463 +11 +2%
WPA
1746
West Paces Advisors
Georgia
$24.3K -$1.18K -28 -5%
PP
1747
Pacifica Partners
Canada
$24K +$294 +7 +1%
GFPC
1748
Global Financial Private Client
Florida
$23.5K +$208 +5 +0.9%
PS
1749
PayPay Securities
Japan
$23.2K +$19.4K +462 +519%
CCP
1750
Carmel Capital Partners
California
$22.9K +$12.6K +300 +122%
68 69
70
71 72