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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 %
AIFAIM
1451
American Institute for Advanced Investment Management
Arizona
$258K – – –
RWP
1452
Ridgecrest Wealth Partners
California
$257K +$257K +5,651 New
PIA
1453
Perennial Investment Advisors
California
$257K +$46.8K +1,027 +22%
GCM
1454
Gladius Capital Management
Illinois
$257K -$56.3K -1,235 -18%
BMO
1455
Beck Mack & Oliver
New York
$256K -$13.6K -299 -5%
EIA
1456
Edgemoor Investment Advisors
Maryland
$256K -$6.88K -151 -3%
WWS
1457
Wellington Wealth Strategies
Indiana
$256K +$256K +5,620 New
BCM
1458
Bienville Capital Management
New York
$256K – – –
MSWM
1459
McGlone Suttner Wealth Management
Wisconsin
$255K -$28.2K -698 -10%
SIA
1460
Soltis Investment Advisors
Utah
$255K +$45.6K +1,001 +22%
AF
1461
Arrow Financial
New York
$253K -$6.83K -150 -3%
CFS
1462
CRA Financial Services
New Jersey
$252K +$501 +11 +0.2%
FFO
1463
Fiduciary Family Office
Florida
$251K +$6.24K +137 +3%
SIA
1464
Sage Investment Advisers
New York
$251K +$1.05K +23 +0.4%
SMA
1465
Sage Mountain Advisors
Georgia
$251K -$11.2K -246 -4%
SIA
1466
Schechter Investment Advisors
Michigan
$250K +$5.51K +121 +2%
SSWM
1467
Smith Salley Wealth Management
North Carolina
$250K -$24.9K -546 -9%
MBI
1468
May Barnhard Investments
Maryland
$250K +$5.33K +117 +2%
IGWM
1469
ICA Group Wealth Management
Colorado
$250K -$606K -13,313 -71%
BHWM
1470
Bar Harbor Wealth Management
New Hampshire
$248K -$13.7K -300 -5%
WCF
1471
West Coast Financial
California
$248K – – –
VIA
1472
Virtus Investment Advisers
Connecticut
$248K +$248K +5,450 New
MFG
1473
Midwest Financial Group
Kansas
$248K -$3.41K -75 -1%
LIM
1474
Letson Investment Management
Georgia
$248K – – –
FBC
1475
Fairfield, Bush & Co
Connecticut
$248K – – –
57 58
59
60 61