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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 %
IP
1026
Intellectus Partners
California
$571K -$70.1K -1,505 -11%
QCG
1027
Quadrant Capital Group
Ohio
$570K +$29.5K +648 +5%
CWM
1028
Congress Wealth Management
Massachusetts
$569K +$249K +5,467 +78%
AAM
1029
Aureus Asset Management
Massachusetts
$563K – – –
ST
1030
Spinnaker Trust
Maine
$562K – – –
BC
1031
Bridgefront Capital
Texas
$562K +$562K +12,330 New
DWM
1032
Dakota Wealth Management
Florida
$561K -$18.5K -405 -3%
DI
1033
Diligent Investors
California
$561K -$22.4K -491 -4%
FMII
1034
Farmers & Merchants Investments Inc
Nebraska
$561K +$9.11K +200 +2%
Empower Advisory Group
1035
Empower Advisory Group
Colorado
$558K +$28.1K +617 +5%
CCWM
1036
Cassaday & Co Wealth Management
Virginia
$558K -$3.55K -78 -0.6%
VSQM
1037
V-Square Quantitative Management
Illinois
$556K +$358K +7,850 +180%
PCA
1038
Prosperity Capital Advisors
Ohio
$556K -$444K -9,756 -44%
CAWM
1039
Capital Advisors Wealth Management
Washington
$554K +$410 +9 +0.1%
KI
1040
Kapitalo Investimentos
Brazil
$554K +$275K +6,044 +99%
WE
1041
Wealth Effects
Massachusetts
$553K +$18.2K +400 +3%
GC
1042
Gilbert & Cook
Iowa
$553K -$33.7K -739 -6%
DT
1043
Diversified Trust
Tennessee
$552K -$164K -3,592 -23%
MSA
1044
Marathon Strategic Advisors
Pennsylvania
$552K +$552K +12,123 New
AA
1045
Advisory Alpha
Michigan
$552K +$592 +13 +0.1%
SB
1046
Strategic Blueprint
Georgia
$551K +$54.6K +1,198 +11%
SFI
1047
SPC Financial Inc
Maryland
$550K -$4.01K -88 -0.7%
BTI
1048
Blue Trust Inc
Georgia
$548K +$155K +3,546 +39%
RA
1049
RFG Advisory
Alabama
$547K -$5.38K -118 -1%
TMWM
1050
Taylor & Morgan Wealth Management
Michigan
$546K +$11.4K +250 +2%
40 41
42
43 44