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Altria Group
MO

Overview Fund Activity

1,904 hedge funds and large institutions have $46B invested in Altria Group in 2024 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 759 increasing their positions, 717 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
+14
Holders Change %
+0.74%
% of All Funds
27.69%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
151
Increased
759
Reduced
717
Closed
106
Calls
$774M
Puts
$582M
Net Calls
+$191M
Net Calls Change
+$202M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$464M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$153M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M
4
State Street
State Street
Massachusetts
+$81.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$62.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$359M
3
Capital World Investors
Capital World Investors
California
-$181M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$173M
5
Capital International Investors
Capital International Investors
California
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMSCM
851
R.M. Sincerbeaux Capital Management
New York
$847K -$314K -6,896 -27%
CGL
852
Clarius Group LLC
Washington
$847K +$308K +6,765 +57%
IC
853
Inscription Capital
Texas
$846K -$79.2K -1,739 -9%
WFS
854
Widmann Financial Services
Maryland
$836K -$8.75K -192 -1%
FMWA
855
Forvis Mazars Wealth Advisors
Missouri
$834K +$238K +5,226 +40%
AF
856
Advisornet Financial
Minnesota
$834K -$57.7K -1,267 -6%
KWA
857
Kingswood Wealth Advisors
California
$833K +$327K +7,177 +65%
BCWM
858
Bartlett & Co Wealth Management
Ohio
$832K -$9.59K -206 -1%
ZF
859
Zhang Financial
Michigan
$831K -$6.51K -143 -0.8%
RWPA
860
Richard W. Paul & Associates
Michigan
$826K +$17K +373 +2%
IWN
861
Independent Wealth Network
Iowa
$824K -$21.1K -464 -3%
AIP
862
Ameritas Investment Partners
Nebraska
$823K -$45.6K -1,000 -5%
PTC
863
Philadelphia Trust Company
Pennsylvania
$819K -$15.4K -338 -2%
FTIS
864
First Trust Investment Solutions
Florida
$816K -$58.7K -1,288 -7%
XSC
865
X-Square Capital
Puerto Rico
$816K +$8.34K +183 +1%
CI
866
Cigna Investments
Connecticut
$815K -$40.7K -894 -5%
IPW
867
Impact Partnership Wealth
Georgia
$813K +$73.9K +1,623 +10%
DW30
868
Drucker Wealth 3.0
New Jersey
$812K +$812K +17,834 New
SC
869
Searle & Co
Connecticut
$811K +$811K +17,798 New
GGI
870
Godsey & Gibb Inc
Virginia
$811K +$29.8K +655 +4%
OLA
871
Oliver Luxxe Assets
New Jersey
$802K – – –
WP
872
WealthPLAN Partners
Nebraska
$799K -$20.3K -445 -2%
OTL
873
Oak Thistle LLC
New York
$799K +$182K +4,001 +30%
CCG
874
Coastwise Capital Group
California
$798K +$7.11K +156 +0.9%
CA
875
Cortland Associates
Missouri
$793K +$15.2K +333 +2%
33 34
35
36 37