MO icon

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 %
WQ
1101
Wealth Quarterback
New Jersey
$492K +$149K +3,276 +43%
ACP
1102
Aveo Capital Partners
Colorado
$492K -$79.2K -1,739 -14%
ECU
1103
Eisler Capital (US)
New York
$492K +$492K +10,801 New
LSAG
1104
Lake Street Advisors Group
New Hampshire
$492K +$40.2K +864 +9%
AWM
1105
Aprio Wealth Management
Georgia
$490K +$199K +4,358 +68%
WA
1106
Wealth Architects
California
$490K +$2K +44 +0.4%
FOFP
1107
Fee-Only Financial Planning
South Carolina
$490K – – –
AWM
1108
Avior Wealth Management
Nebraska
$490K -$81.6K -1,792 -14%
TPWA
1109
TRUE Private Wealth Advisors
Oregon
$488K -$181K -3,968 -27%
SLT
1110
St Louis Trust
Missouri
$487K – – –
NGA
1111
Naples Global Advisors
Florida
$487K -$7.11K -153 -1%
SFI
1112
Siemens Fonds Invest
Germany
$485K -$371K -8,149 -43%
GC
1113
Grimes & Company
Massachusetts
$485K +$16.9K +370 +4%
PCM
1114
Perritt Capital Management
Illinois
$485K +$89.4K +1,962 +23%
QWM
1115
Quadcap Wealth Management
Texas
$483K -$2.05K -45 -0.4%
AI
1116
AdvisorShares Investments
Maryland
$482K +$50.3K +1,093 +12%
JAFL
1117
Jay A. Fishman Ltd
Michigan
$481K -$4.56K -100 -0.9%
MWM
1118
Mosley Wealth Management
California
$480K +$25.4K +558 +6%
GM
1119
GeoWealth Management
Illinois
$479K +$115K +2,535 +32%
CIA
1120
Cape Investment Advisory
Georgia
$479K -$20.6K -452 -4%
WP
1121
WMS Partners
Maryland
$479K +$15K +329 +3%
PFA
1122
Peak Financial Advisors
Colorado
$477K +$3.87K +85 +0.8%
SW
1123
SkyOak Wealth
Michigan
$477K -$6.38K -140 -1%
SCM
1124
Shelton Capital Management
Colorado
$477K -$41K -900 -8%
GIA
1125
Gladstone Institutional Advisory
Florida
$475K +$5.33K +117 +1%
43 44
45
46 47