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Altria Group

1,913 hedge funds and large institutions have $46.1B invested in Altria Group in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 764 increasing their positions, 720 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 108

33% more call options, than puts

Call options by funds: $774M | Put options by funds: $582M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

6% more repeat investments, than reductions

Existing positions increased: 764 | Existing positions reduced: 720

1% more funds holding

Funds holding: 1,8991,913 (+14)

0% more capital invested

Capital invested by funds: $45.9B → $46.1B (+$190M)

0.76% less ownership

Funds ownership: 59.64%58.88% (-0.76%)

Holders
1,913
Holders Change
+14
Holders Change %
+0.74%
% of All Funds
27.63%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
152
Increased
764
Reduced
720
Closed
108
Calls
$774M
Puts
$582M
Net Calls
+$191M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
251
ICICI Prudential Asset Management
India
$8.65M +$435K +9,800 +5%
Bank Julius Baer & Co
252
Bank Julius Baer & Co
Switzerland
$8.62M -$74.6M -1,681,934 -90%
William Blair & Company
253
William Blair & Company
Illinois
$8.62M +$1.18M +26,597 +16%
VWA
254
Visionary Wealth Advisors
Illinois
$8.62M +$47.7K +1,076 +0.6%
HAI
255
Hennessy Advisors Inc
California
$8.57M -$160K -3,600 -2%
TIM
256
Thornburg Investment Management
New Mexico
$8.56M
CGH
257
Crossmark Global Holdings
Texas
$8.5M +$331K +7,465 +4%
Nomura Holdings
258
Nomura Holdings
Japan
$8.46M +$4.54M +102,406 +123%
KPWS
259
Kestra Private Wealth Services
Texas
$8.46M +$82.6K +1,862 +1%
VFM
260
Viking Fund Management
North Dakota
$8.44M +$222K +5,000 +3%
1IA
261
1834 Investment Advisors
Wisconsin
$8.33M -$117K -2,636 -1%
AWS
262
Atria Wealth Solutions
New York
$8.29M +$119K +2,683 +2%
MHI
263
Miller Howard Investments
New York
$8.2M
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$8.15M -$21.8M -490,669 -73%
BB
265
Busey Bank
Illinois
$8.13M +$80K +1,803 +1%
GT
266
Glenmede Trust
Pennsylvania
$8.12M -$948K -21,368 -11%
BPA
267
Beacon Pointe Advisors
California
$8.07M -$326K -7,340 -4%
PAG
268
Private Advisor Group
New Jersey
$8.07M +$334K +7,529 +4%
BFS
269
Bard Financial Services
Connecticut
$8.04M +$78.7K +1,775 +1%
Pathstone Holdings
270
Pathstone Holdings
New Jersey
$8.01M -$311K -7,007 -4%
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.9M +$3.11M +70,159 +70%
CWP
272
Cyndeo Wealth Partners
Florida
$7.8M +$5.49M +123,702 +261%
ONB
273
Old National Bancorp
Indiana
$7.77M +$200K +4,516 +3%
Wealthfront Advisers
274
Wealthfront Advisers
California
$7.72M +$649K +14,618 +9%
YIH
275
Y-Intercept (HK)
Hong Kong
$7.56M +$6.11M +137,693 +486%

MO Hedge Fund Activity: Q2 2024 in Review

1,913 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2024, worth a combined $46.1B — up 0.41% from $45.9B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new MO positions and 108 closed out — a net gain of 44 holders — while 764 added to existing stakes and 720 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $452M. The largest seller was Morgan Stanley, cutting an estimated $1.25B.

  • 1,913 institutional investors held Altria Group (MO) as of Q2 2024, up from 1,899 in Q1 2024.
  • Funds reported $46.1B of Altria Group stock for Q2 2024, up 0.41% quarter-over-quarter.
  • 152 funds opened new Altria Group positions in Q2 2024 and 108 closed out, a net change of +44 holders.
  • The largest Altria Group buyer in Q2 2024 was Goldman Sachs, an estimated $452M added.
  • The largest Altria Group seller in Q2 2024 was Morgan Stanley, an estimated $1.25B sold.

Based on aggregated 13F filings for Q2 2024.