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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 %
WTFG
1351
Wells Trecaso Financial Group
Ohio
$309K – – –
TF
1352
Tompkins Financial
New York
$308K +$23.7K +520 +8%
PC
1353
Prairiewood Capital
North Dakota
$308K – – –
NMIMC
1354
Northwestern Mutual Investment Management Company
Wisconsin
$307K -$7.24K -159 -2%
CA
1355
Centerpoint Advisors
Massachusetts
$307K -$22.9K -503 -7%
CAL
1356
Capital Analysts LLC
Pennsylvania
$305K -$2.79K -61 -0.9%
FFG
1357
Fiduciary Financial Group
California
$304K +$304K +6,339 New
WIM
1358
WealthPlan Investment Management
Nebraska
$303K -$44.5K -976 -13%
CST
1359
Charles Schwab Trust
Nevada
$303K +$31.5K +692 +12%
MCM
1360
MV Capital Management
Maryland
$303K +$4.83K +106 +2%
PAA
1361
Peregrine Asset Advisers
Oregon
$300K – – –
SQA
1362
Simon Quick Advisors
New Jersey
$300K +$87.9K +1,929 +41%
ICP
1363
Interchange Capital Partners
Pennsylvania
$300K +$300K +6,585 New
LW
1364
Linscomb Wealth
Texas
$300K -$48.9K -1,074 -14%
LA
1365
Lifeworks Advisors
Michigan
$300K +$15.9K +349 +6%
RCA
1366
Ranch Capital Advisors
Florida
$299K +$46 +1 +0%
MWA
1367
Midland Wealth Advisors
Illinois
$299K +$299K +6,557 New
SACTSONJ
1368
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$296K – – –
LAS
1369
Lloyd Advisory Services
Georgia
$296K -$472K -10,364 -61%
PFSC
1370
Peoples Financial Services Corp
Pennsylvania
$296K – – –
ZIG
1371
Zullo Investment Group
Pennsylvania
$294K -$12.7K -279 -4%
WDA
1372
Wendell David Associates
New Hampshire
$294K – – –
TCWM
1373
Total Clarity Wealth Management
Illinois
$294K -$40.8K -895 -12%
LWM
1374
LJI Wealth Management
Indiana
$293K +$4.56K +100 +2%
QPBE
1375
Quintet Private Bank (Europe)
Luxembourg
$293K -$19.8K -373 -6%
53 54
55
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