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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 %
SFA
1876
Souders Financial Advisors
Ohio
– -$285K -6,286 Closed
TWP
1877
Tempus Wealth Planning
California
– -$279K -6,165 Closed
AIM
1878
Achmea Investment Management
Netherlands
– -$276K -6,103 Closed
VWA
1879
V Wealth Advisors
Kansas
– -$274K -6,045 Closed
FM
1880
Family Management
New York
– -$252K -5,557 Closed
AP
1881
Appleton Partners
Massachusetts
– -$251K -5,549 Closed
WF
1882
Wayfinding Financial
Washington
– -$248K -5,459 Closed
AWM
1883
Aprio Wealth Management
Georgia
– -$246K -5,428 Closed
CBFP
1884
Cedar Brook Financial Partners
Ohio
– -$240K -5,307 Closed
CF
1885
Corrigan Financial
Rhode Island
– -$240K -5,294 Closed
GLA
1886
Great Lakes Advisors
Illinois
– -$237K -5,227 Closed
GFP
1887
Gryphon Financial Partners
Ohio
– -$234K -5,165 Closed
MFC
1888
Morris Financial Concepts
South Carolina
– -$234K -5,162 Closed
WFI
1889
West Family Investments
California
– -$233K -5,153 Closed
MKC
1890
M. Kraus & Co
Vermont
– -$232K -5,130 Closed
RWM
1891
RKL Wealth Management
Pennsylvania
– -$232K -5,115 Closed
ERIM
1892
Eagle Ridge Investment Management
Connecticut
– -$231K -5,108 Closed
BWM
1893
Bulltick Wealth Management
Florida
– -$240K -5,096 Closed
AIA
1894
Alera Investment Advisors
Illinois
– -$231K -5,090 Closed
VFPW
1895
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$224K -4,949 Closed
LA
1896
Latitude Advisors
Florida
– -$223K -4,930 Closed
CCB
1897
Country Club Bank
Missouri
– -$222K -4,929 Closed
VWMG
1898
Virginia Wealth Management Group
Virginia
– -$222K -4,893 Closed
BFA
1899
Bragg Financial Advisors
North Carolina
– -$216K -4,773 Closed
AF
1900
Apexium Financial
Texas
– -$219K -4,755 Closed
74 75
76
77 78