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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
SC
376
Scotia Capital
Ontario, Canada
$4.13M -$280K -6,318 -7%
HWA
377
Heritage Wealth Advisors
Virginia
$4.13M -$77.3K -1,742 -2%
SPIA
378
Steward Partners Investment Advisory
New York
$4.12M -$48.5K -1,093 -1%
CM
379
Crestline Management
Texas
$4.11M -$533K -12,021 -12%
LFAS
380
Level Four Advisory Services
Texas
$4.1M +$959K +21,614 +32%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$4.06M
HF
382
HRT Financial
New York
$4.06M +$3.95M +89,066 New
AG
383
Ascent Group
Virginia
$4.01M +$86.9K +1,958 +2%
JIC
384
Johnson Investment Counsel
Ohio
$3.97M +$58.7K +1,323 +2%
HFS
385
Hantz Financial Services
Michigan
$3.96M -$112K -2,515 -3%
CI
386
CX Institutional
Indiana
$3.95M -$197K -4,443 -5%
RFC
387
Regions Financial Corp
Alabama
$3.95M -$761K -17,150 -17%
MGP
388
M&G plc
United Kingdom
$3.94M -$94.6K -2,133 -2%
WI
389
WBI Investments
New Jersey
$3.93M -$4.95M -111,542 -56%
CWG
390
Cornerstone Wealth Group
North Carolina
$3.93M +$98K +2,208 +3%
BRWA
391
B. Riley Wealth Advisors
Florida
$3.92M -$330K -7,436 -8%
PCC
392
Park Circle Company
Maryland
$3.92M
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$3.91M +$95.9K +2,162 +3%
FCH
394
Freestone Capital Holdings
Washington
$3.89M +$34.1K +769 +0.9%
MIA
395
MainStreet Investment Advisors
Illinois
$3.88M +$45.9K +1,035 +1%
FRA
396
Frank Rimerman Advisors
California
$3.88M +$3.78M +85,108 +607,914%
MFG
397
Merit Financial Group
Georgia
$3.88M -$11K -248 -0.3%
IWC
398
Integrated Wealth Concepts
Massachusetts
$3.86M +$113K +2,539 +3%
CW
399
CreativeOne Wealth
Kansas
$3.86M +$434K +9,773 +13%
AUB
400
Atlantic Union Bankshares
Virginia
$3.8M +$886K +19,968 +31%

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.