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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
STA
351
Summit Trail Advisors
New York
$4.65M +$2.57M +57,962 +138%
ACM
352
Altrius Capital Management
North Carolina
$4.63M +$90.9K +2,048 +2%
SL
353
Salomon & Ludwin
Virginia
$4.6M -$409K -9,222 -8%
CDH
354
Charles D. Hyman
$4.6M -$263K -5,920 -6%
HCM
355
Hutner Capital Management
Vermont
$4.54M -$106K -2,378 -2%
RC
356
RBO & Co
California
$4.53M
CMP
357
Coston McIsaac & Partners
Maine
$4.52M -$20.8K -469 -0.5%
SAM
358
Securian Asset Management
Minnesota
$4.5M -$226K -5,102 -5%
VVP
359
Venture Visionary Partners
Ohio
$4.49M +$93.7K +2,112 +2%
SC
360
Savant Capital
Illinois
$4.45M +$190K +4,273 +5%
LSERS
361
Louisiana State Employees Retirement System
Louisiana
$4.43M -$244K -5,500 -5%
BFG
362
Beacon Financial Group
Texas
$4.36M -$164K -3,701 -4%
OWA
363
Octavia Wealth Advisors
Ohio
$4.35M +$483K +10,881 +13%
GIM
364
Grassi Investment Management
California
$4.34M
MHC
365
Meyer Handelman Company
New York
$4.32M -$71K -1,600 -2%
WT
366
Whittier Trust
California
$4.31M -$498K -11,216 -11%
CG
367
Caprock Group
Idaho
$4.26M +$3.06M +68,945 +305%
AI
368
Atria Investments
North Carolina
$4.25M -$393K -8,863 -9%
LCM
369
LVM Capital Management
Michigan
$4.24M -$496K -11,175 -11%
BA
370
Baugh & Associates
Georgia
$4.24M -$181K -4,081 -4%
FSA
371
Financial Security Advisor
Virginia
$4.22M +$175K +3,939 +5%
ACM
372
AUA Capital Management
Pennsylvania
$4.21M
EI
373
EDMP Inc
Florida
$4.2M -$11.2K -253 -0.3%
TWP
374
Tyche Wealth Partners
Texas
$4.2M -$168K -3,791 -4%
IGAM
375
iA Global Asset Management
Quebec, Canada
$4.17M -$33.2K -748 -0.8%

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.