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Altria Group

1,914 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: 1,9001,914 (+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
1,914
Holders Change
+14
Holders Change %
+0.74%
% of All Funds
27.64%
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
OPS
301
Orion Portfolio Solutions
Nebraska
$6.38M -$357K -8,050 -5%
SF
302
Symphony Financial
Texas
$6.29M +$667K +15,040 +12%
Rafferty Asset Management
303
Rafferty Asset Management
New York
$6.28M +$177K +3,991 +3%
Jacobs Levy Equity Management
304
Jacobs Levy Equity Management
New Jersey
$6.24M -$2.58M -58,171 -30%
AWAG
305
ARS Wealth Advisors Group
Florida
$6.2M -$183K -4,132 -3%
CC
306
Centiva Capital
New York
$6.15M +$5.63M +126,812 +1,543%
IPW
307
Inlet Private Wealth
Florida
$6.11M -$7.37K -166 -0.1%
MSRPS
308
Maryland State Retirement & Pension System
Maryland
$6.1M -$226K -5,086 -4%
MSU
309
Mizuho Securities USA
New York
$6.03M +$5.88M +132,437 New
KeyBank National Association
310
KeyBank National Association
Ohio
$6.02M -$199K -4,490 -3%
CTC
311
Central Trust Company
Missouri
$5.96M -$73.8K -1,663 -1%
SHA
312
Seneca House Advisors
Virginia
$5.95M -$521K -11,750 -8%
FNT
313
First National Trust
Pennsylvania
$5.91M +$735K +16,567 +15%
KRS
314
Kentucky Retirement Systems
Kentucky
$5.9M -$199K -4,488 -3%
TA
315
Tectonic Advisors
Texas
$5.88M +$604K +13,603 +12%
Focus Partners Wealth
316
Focus Partners Wealth
Massachusetts
$5.86M +$3.64M +82,077 +177%
KBC Group
317
KBC Group
Belgium
$5.81M +$68.7K +1,549 +1%
KL
318
KWMG LLC
Kansas
$5.8M +$417K +9,407 +8%
LIM
319
Longfellow Investment Management
Massachusetts
$5.76M +$4.24M +95,652 +310%
GS
320
GTS Securities
New York
$5.72M -$424K -9,557 -7%
SBCM
321
Schwerin Boyle Capital Management
Massachusetts
$5.72M
KGC
322
Kennon-Green & Company
Ohio
$5.65M -$19.4K -437 -0.4%
EH
323
Equitable Holdings
New York
$5.63M +$120K +2,705 +2%
MPM
324
MBB Public Markets
Illinois
$5.56M +$5.42M +122,170 New
Group One Trading
325
Group One Trading
Illinois
$5.54M +$1.61M +36,365 +43%

MO Hedge Fund Activity: Q2 2024 in Review

1,914 of the 6,925 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.

  • 1,914 institutional investors held Altria Group (MO) as of Q2 2024, up from 1,900 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.