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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 %
AP
1876
Aspect Partners
Virginia
$5.19K +$2.14K +47 +70%
TWD
1877
True Wealth Design
Ohio
$5.01K -$39.9K -875 -89%
CTB
1878
Country Trust Bank
Illinois
$5.01K +$456 +10 +10%
MFT
1879
Moisand Fitzgerald Tamayo
Florida
$4.56K – – –
RTL
1880
Red Tortoise LLC
Georgia
$4.56K – – –
MS
1881
Mizuho Securities
Japan
$4.56K +$3.19K +70 +233%
DF
1882
Dunhill Financial
United Kingdom
$4.08K -$2.15K -47 -35%
Kayne Anderson Rudnick Investment Management
1883
Kayne Anderson Rudnick Investment Management
California
$3.99K +$551 +12 +16%
TCA
1884
Trifecta Capital Advisors
Illinois
$3.6K – – –
CIAS
1885
CBIZ Investment Advisory Services
Ohio
$3.19K -$9.11K -200 -74%
HFS
1886
HBC Financial Services
Washington
$3K – – –
MBFW
1887
Morton Brown Family Wealth
Pennsylvania
$2.96K +$2.96K +60 New
FNWA
1888
Financial Network Wealth Advisors
Utah
$2.67K +$2.67K +55 New
AWM
1889
Abound Wealth Management
Tennessee
$2.66K -$6.46K -141 -71%
EPW
1890
Evergreen Private Wealth
Colorado
$2.51K – – –
ZRP
1891
Zynergy Retirement Planning
New Jersey
$2.28K +$2.28K +50 New
SIC
1892
SJS Investment Consulting
Ohio
$1.91K +$273 +6 +17%
LTI
1893
Laffer Tengler Investments
Tennessee
$1.69K – – –
FGAM
1894
Financial Gravity Asset Management
Texas
$1.69K -$1.69K -37 -50%
HWP
1895
Highline Wealth Partners
California
$1.69K +$1.69K +37 New
NC
1896
NewSquare Capital
Pennsylvania
$1.32K -$2.1K -46 -61%
VAMG
1897
Voisard Asset Management Group
Michigan
$1.14K +$1.14K +25 New
W
1898
WealthCollab
Washington
$1K – – –
WCM
1899
Winthrop Capital Management
Indiana
$1K – – –
CMA
1900
Cedar Mountain Advisors
Oregon
$960 – – –
74 75
76
77 78