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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 %
NSIM
876
North Star Investment Management
Illinois
$793K -$5.97K -131 -0.7%
PCA
877
Pallas Capital Advisors
Massachusetts
$791K +$319K +6,469 +68%
KA
878
KLCM Advisors
Wisconsin
$784K -$33K -724 -4%
LWL
879
Leo Wealth LLC
Texas
$782K +$119K +2,593 +18%
MSCM
880
McElhenny Sheffield Capital Management
Texas
$781K +$345K +7,577 +79%
WAM
881
Walker Asset Management
Missouri
$781K +$16.4K +360 +2%
CHA
882
Carmichael Hill & Associates
Maryland
$780K +$273 +6 +0%
WJWM
883
Williams Jones Wealth Management
New York
$779K +$6.74K +148 +0.9%
RC
884
Rovin Capital
Arizona
$777K +$404K +8,868 +108%
FCP
885
Fidelis Capital Partners
Florida
$772K +$308K +6,162 +67%
TCOT
886
Trust Company of Toledo
Ohio
$772K +$772K +16,939 New
KFC
887
Klingenstein Fields & Co
New York
$765K -$81.9K -1,799 -10%
SIM
888
Sentry Investment Management
Wisconsin
$764K -$156K -3,435 -17%
JIP
889
Jaffetilchin Investment Partners
Florida
$761K +$113K +2,490 +18%
SPWM
890
Straight Path Wealth Management
Michigan
$761K +$319 +7 +0%
WDC
891
Woodward Diversified Capital
California
$760K -$6.42K -141 -0.8%
EHC
892
Everett Harris & Co
California
$760K -$5.47K -120 -0.7%
MLL
893
Moody Lynn & Lieberson
Massachusetts
$759K -$5.24K -115 -0.7%
AA
894
Ancora Advisors
Ohio
$756K +$1K +22 +0.1%
AWE
895
Avidian Wealth Enterprises
Texas
$755K +$290K +6,356 +62%
CAI
896
Capital Advisors Inc
Oklahoma
$752K -$22.1K -485 -3%
AFG
897
Allegheny Financial Group
Pennsylvania
$751K +$12.7K +279 +2%
BPWM
898
Badgley Phelps Wealth Managers
Washington
$750K -$132K -2,841 -15%
JIC
899
Joel Isaacson & Co
New York
$750K +$31.1K +682 +4%
AFTS
900
American Financial & Tax Strategies
New York
$749K – – –
34 35
36
37 38