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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
BHCM
326
Brevan Howard Capital Management
Jersey
$5.54M +$5.39M +121,595 New
BCM
327
Brookstone Capital Management
Illinois
$5.53M +$389K +8,772 +8%
First Manhattan
328
First Manhattan
New York
$5.41M -$396K -8,933 -7%
AWM
329
Accurate Wealth Management
Florida
$5.38M +$1.52M +34,285 +44%
CRI
330
Commonwealth Retirement Investments
Virginia
$5.34M -$507K -11,419 -9%
MYAM
331
Meiji Yasuda Asset Management
Japan
$5.26M +$3.74M +84,312 +270%
GIA
332
Gateway Investment Advisers
Ohio
$5.26M -$49.8K -1,123 -1%
SCA
333
Sage Capital Advisors
South Dakota
$5.13M +$48.7K +1,097 +1%
VNA
334
Valley National Advisers
Pennsylvania
$5.09M -$214K -4,818 -4%
WLPWM
335
Walled Lake Planning & Wealth Management
Illinois
$5.07M -$72.3K -1,630 -1%
KFP
336
Keystone Financial Planning
Ohio
$5.02M -$6.74K -152 -0.1%
BP
337
BBR Partners
New York
$5.01M
HIMCH
338
Hartford Investment Management Co (HIMCO)
Connecticut
$5.01M -$180K -4,058 -4%
GI
339
GLOBALT Investments
Georgia
$4.96M -$65K -1,465 -1%
AG
340
AlTi Global
New York
$4.93M -$3.67M -82,814 -43%
BCFS
341
Butensky & Cohen Financial Security
Florida
$4.92M -$7.94K -179 -0.2%
Envestnet Portfolio Solutions
342
Envestnet Portfolio Solutions
Illinois
$4.89M +$279K +6,282 +6%
SA
343
Shilanski & Associates
Alaska
$4.85M +$164K +3,707 +4%
SWS
344
SYSTM Wealth Solutions
Illinois
$4.77M -$303K -6,835 -6%
SFS
345
Sowell Financial Services
Arkansas
$4.76M -$1.22M -27,580 -21%
GRP
346
Global Retirement Partners
California
$4.7M +$859K +19,364 +23%
FIA
347
Foundations Investment Advisors
Arizona
$4.7M +$299K +6,729 +7%
AAM
348
AR Asset Management
California
$4.7M
CRC
349
Curi RMB Capital
Illinois
$4.67M -$7.74M -174,383 -63%
BL
350
BCWM LLC
Kansas
$4.67M -$599K -13,491 -12%

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.