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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 %
BCM
1751
Bourgeon Capital Management
Connecticut
$22.8K – – –
HFM
1752
Harvest Fund Management
China
$22K -$53.5K -1,261 -71%
BSWA
1753
Bromfield Sneider Wealth Advisors
Massachusetts
$21.8K – – –
SJIM
1754
St. Johns Investment Management
Florida
$21K – – –
ADL
1755
Asset Dedication LLC
California
$21K -$11.9K -280 -36%
MSFP
1756
Mark Sheptoff Financial Planning
Connecticut
$20K +$20K +475 New
IWP
1757
IAG Wealth Partners
Wisconsin
$18.6K +$337 +8 +2%
SIM
1758
Studio Investment Management
Illinois
$18.2K +$1.55K +36 +9%
BLC
1759
Brown, Lisle/Cummings
Rhode Island
$17.9K – – –
FSWA
1760
Financial Synergies Wealth Advisors
Texas
$17.4K +$210 +5 +1%
CCM
1761
Copeland Capital Management
Pennsylvania
$17.4K – – –
VWM
1762
Valley Wealth Managers
New Jersey
$17.1K – – –
EWP
1763
Elevation Wealth Partners
California
$17K +$337 +8 +2%
FFL
1764
Financial Freedom LLC
Ohio
$17K +$253 +6 +2%
CT
1765
Clearstead Trust
Maine
$17K – – –
FPFS
1766
First Personal Financial Services
North Carolina
$16.4K – – –
PO
1767
Private Ocean
California
$16.2K – – –
OAJ
1768
Ogorek Anthony Joseph
New York
$16K – – –
FAM
1769
Flaharty Asset Management
Florida
$15.9K +$15.9K +377 New
DFA
1770
DHJJ Financial Advisors
Illinois
$15.2K +$15.2K +361 New
VF
1771
VitalStone Financial
Texas
$15K – – –
MFT
1772
Moisand Fitzgerald Tamayo
Florida
$14.8K – – –
QL
1773
Quarry LP
New York
$14.2K +$14.2K +338 New
VAG
1774
VisionPoint Advisory Group
Texas
$14.2K – – –
TCM
1775
TD Capital Management
Tennessee
$13.9K -$2.15K -51 -13%
69 70
71
72 73