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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
$5.35B
2
Goldman Sachs
Goldman Sachs
New York
$485M
3
Harris Associates
Harris Associates
Illinois
$405M
4
PI
Putnam Investments
Massachusetts
$312M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$153M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$548M
2
Capital World Investors
Capital World Investors
California
$3.69B
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$5.69M
4
State Street
State Street
Massachusetts
$2.94B
5
Capital International Investors
Capital International Investors
California
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRWA
1926
Long Run Wealth Advisors
New York
– -$202K -4,455 Closed
SFG
1927
SevenBridge Financial Group
Pennsylvania
– -$201K -4,447 Closed
FAG
1928
Financial Advisory Group
Texas
– -$201K -4,444 Closed
CJFS
1929
Coulter & Justus Financial Services
Tennessee
– -$201K -4,435 Closed
TL
1930
Tradewinds LLC
North Carolina
– -$200K -4,423 Closed
MFWP
1931
Mosaic Family Wealth Partners
Missouri
– -$200K -4,419 Closed
SFG
1932
SNS Financial Group
Minnesota
– -$201K -4,349 Closed
BAM
1933
Bosun Asset Management
Illinois
– -$193K -4,256 Closed
TAIM
1934
TD Ameritrade Investment Management
Nebraska
– -$179K -3,960 Closed
WAM
1935
Worth Asset Management
Texas
– -$158K -3,484 Closed
ODG
1936
O'Dell Group
Ohio
– -$116K -2,561 Closed
CA
1937
Crewe Advisors
Utah
– -$83.6K -1,845 Closed
2L
1938
25 LLC
Missouri
– -$76.6K -1,680 Closed
BFPW
1939
BOK Financial Private Wealth
Colorado
– -$66.1K -1,430 Closed
CWA
1940
Clearview Wealth Advisors
Oregon
– -$57.3K -1,264 Closed
TFP
1941
Tilia Fiduciary Partners
North Carolina
– -$34.5K -761 Closed
UCB
1942
United Community Bank
South Carolina
– -$24.1K -532 Closed
HS
1943
Horan Securities
United States
– -$16K -354 Closed
SF
1944
Safeguard Financial
Wisconsin
– -$15K -352 Closed
MFG
1945
Mendota Financial Group
Wisconsin
– -$12K -265 Closed
DI
1946
Disciplined Investments
Oklahoma
– -$3.76K -83 Closed
FA
1947
Fiduciary Alliance
South Carolina
– -$3.64K -80 Closed
PVH
1948
Psagot Value Holdings
Israel
– -$2K -45 Closed
ARS
1949
Adirondack Retirement Specialists
New York
– -$1.81K -40 Closed
CCMI
1950
Creative Capital Management Investments
California
– -$1.5K -33 Closed
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