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Altria Group
MO

Overview Fund Activity

1,978 hedge funds and large institutions have $51.8B invested in Altria Group in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 743 increasing their positions, 761 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,978
Holders Change
+74
Holders Change %
+3.89%
% of All Funds
28.61%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
186
Increased
743
Reduced
761
Closed
89
Calls
$676M
Puts
$813M
Net Calls
-$136M
Net Calls Change
-$328M

Top Buyers

1
BlackRock
BlackRock
New York
+$650M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$320M
3
State Street
State Street
Massachusetts
+$203M
4
Barclays
Barclays
United Kingdom
+$159M
5
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$396M
2
Harris Associates
Harris Associates
Illinois
-$385M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$324M
4
Capital World Investors
Capital World Investors
California
-$126M
5
Truist Financial
Truist Financial
North Carolina
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
1651
Roundview Capital
New Jersey
$210K -$98.5K -1,929 -32%
CFO
1652
Callan Family Office
Pennsylvania
$210K +$210K +4,121 New
SIS
1653
Sound Income Strategies
Florida
$210K -$11.5K -225 -5%
TSWM
1654
Triangle Securities Wealth Management
North Carolina
$209K -$98K -1,920 -32%
RWM
1655
Rockline Wealth Management
New York
$209K +$209K +4,103 New
FAIM
1656
Financial Advocates Investment Management
Washington
$209K +$209K +4,091 New
W
1657
Wealthquest
Ohio
$209K +$209K +4,100 New
LIP
1658
Lighthouse Investment Partners
Florida
$209K +$209K +4,090 New
DWMS
1659
Dominguez Wealth Management Solutions
Virginia
$209K +$209K +4,089 New
WMA
1660
Wealth Management Associates
New Jersey
$208K +$208K +4,083 New
VA
1661
Valmark Advisers
Ohio
$208K +$208K +4,082 New
MSR
1662
Main Street Research
Connecticut
$208K +$208K +4,000 New
HFS
1663
Hoge Financial Services
Pennsylvania
$208K +$208K +4,079 New
CSC
1664
Caldwell Sutter Capital
California
$208K -$94.4K -1,850 -31%
FFG
1665
Fortem Financial Group
California
$207K +$207K +4,057 New
VHAM
1666
Van Hulzen Asset Management
California
$207K -$30.1K -589 -13%
NB
1667
Northwest Bancshares
Pennsylvania
$207K -$65.4K -1,282 -24%
SFP
1668
Sweet Financial Partners
Minnesota
$206K +$206K +4,042 New
CCM
1669
Crew Capital Management
Ohio
$206K +$206K +4,037 New
CFG
1670
Clayton Financial Group
Missouri
$206K +$206K +4,036 New
RBFC
1671
Roman Butler Fullerton & Co
Missouri
$205K +$205K +4,112 New
RWM
1672
RKL Wealth Management
Pennsylvania
$205K +$205K +4,019 New
YDMI
1673
Y.D. More Investments
Israel
$205K +$5.97K +117 +3%
DP
1674
Dearborn Partners
Illinois
$205K +$205K +4,015 New
Financial Engines Advisors
1675
Financial Engines Advisors
California
$204K +$204K +3,919 New
65 66
67
68 69