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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
1801
Blume Capital Management
California
$6.31K -$4.29K -102 -40%
EL
1802
EMFO LLC
Florida
$6.31K – – –
ME
1803
McIlrath & Eck
Washington
$4.88K -$12.1K -287 -71%
CWA
1804
Core Wealth Advisors
Florida
$4.67K – – –
NIC
1805
Northwest Investment Counselors
Oregon
$4.21K – – –
MWM
1806
Mascoma Wealth Management
New Hampshire
$4.21K – – –
CTB
1807
Country Trust Bank
Illinois
$4.21K +$2.27K +54 +117%
RA
1808
Rise Advisors
New York
$3.81K +$84 +2 +2%
TCA
1809
Trifecta Capital Advisors
Illinois
$3.32K – – –
NC
1810
NewSquare Capital
Pennsylvania
$3.15K – – –
Kayne Anderson Rudnick Investment Management
1811
Kayne Anderson Rudnick Investment Management
California
$3.12K – – –
SIA
1812
SkyView Investment Advisors
New Jersey
$3K -$2.6K -64 -46%
RTL
1813
Red Tortoise LLC
Georgia
$2.44K – – –
HFS
1814
HBC Financial Services
Washington
$2K – – –
GM
1815
GeoWealth Management
Illinois
$2K +$179 +5 +10%
SIC
1816
SJS Investment Consulting
Ohio
$1.94K +$547 +13 +39%
TFG
1817
Team Financial Group
California
$1.76K +$1.76K +41 New
MIM
1818
Macroview Investment Management
Maryland
$1.64K +$1.64K +39 New
WA
1819
WestEnd Advisors
North Carolina
$1.14K +$1.14K +27 New
DWA
1820
Delos Wealth Advisors
Texas
$1.11K – – –
CAM
1821
ClariVest Asset Management
California
$1K +$1K +20 New
BFP
1822
Briaud Financial Planning
Texas
$1K +$1K +46 New
CMA
1823
Cedar Mountain Advisors
Oregon
$869 -$11.6K -280 -93%
NMG
1824
New Millennium Group
Utah
$673 -$841 -20 -56%
TWP
1825
TFO Wealth Partners
Ohio
$317 – – –
71 72
73
74 75