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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 %
MWM
976
Meridian Wealth Management
Kentucky
$630K +$630K +13,830 New
BFO
977
Boston Family Office
Massachusetts
$629K +$27.3K +600 +5%
UB
978
UMB Bank
Missouri
$627K -$22.6K -497 -3%
TWM
979
Tradition Wealth Management
Minnesota
$627K -$73.4K -1,612 -10%
KFA
980
Kapstone Financial Advisors
Ohio
$627K -$22.8K -500 -4%
AOWM
981
Alpha Omega Wealth Management
Virginia
$624K -$4.1K -90 -0.7%
WHG
982
Westwood Holdings Group
Texas
$624K +$91 +2 +0%
C
983
Certuity
Florida
$622K +$9.7K +213 +2%
SIC
984
Samalin Investment Counsel
New York
$622K -$29.5K -648 -5%
CA
985
Cornerstone Advisory
Maryland
$620K -$20.8K -456 -3%
TT
986
TI-Trust
Illinois
$619K – – –
CAM
987
Columbia Asset Management
Michigan
$618K -$68.8K -1,510 -10%
FLPIM
988
F.L. Putnam Investment Management
Massachusetts
$613K +$8.66K +190 +1%
IPWA
989
International Private Wealth Advisors
California
$612K +$354K +7,778 +137%
PWP
990
Principle Wealth Partners
Connecticut
$612K +$9.84K +216 +2%
ECA
991
Elevated Capital Advisors
Utah
$611K +$611K +13,416 New
EA
992
Ellsworth Advisors
Ohio
$611K +$54.3K +1,192 +10%
FFM
993
Forum Financial Management
Illinois
$609K +$113K +2,473 +23%
RMAM
994
Raab & Moskowitz Asset Management
New Jersey
$608K – – –
FRM
995
Fox Run Management
Connecticut
$608K +$608K +13,356 New
CA
996
Continuum Advisory
Idaho
$607K +$42.4K +930 +7%
MWA
997
Moser Wealth Advisors
Washington
$607K – – –
SAM
998
Synergy Asset Management
Washington
$607K -$2.89M -63,353 -83%
DOA
999
D'Orazio & Associates
Virginia
$606K +$180K +3,945 +42%
MA
1000
MCF Advisors
Kentucky
$604K +$6.73K +145 +1%
38 39
40
41 42