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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
CIA
401
Concurrent Investment Advisors
Florida
$3.8M +$1.15M +25,899 +45%
SBIA
402
Sheaff Brock Investment Advisors
Indiana
$3.78M -$122K -2,739 -3%
SSG
403
Summit Securities Group
New York
$3.75M -$2M -45,000 -35%
HCMT
404
Highland Capital Management (Tennessee)
Tennessee
$3.75M -$310K -6,980 -8%
FAM
405
Fred Alger Management
New York
$3.73M +$325K +7,323 +10%
SYBT
406
Stock Yards Bank & Trust
Kentucky
$3.72M -$111K -2,506 -3%
GLA
407
Good Life Advisors
Pennsylvania
$3.71M -$21.8K -491 -0.6%
CEI
408
Clark Estates Inc
New York
$3.7M -$90.9K -2,050 -2%
CWP
409
CFM Wealth Partners
Texas
$3.69M +$48.1K +1,084 +1%
PP
410
Paloma Partners
Connecticut
$3.68M +$3.2M +72,132 +833%
Verition Fund Management
411
Verition Fund Management
Connecticut
$3.66M +$2.63M +59,176 +281%
TRCT
412
Tower Research Capital (TRC)
New York
$3.65M +$687K +15,491 +24%
WTC
413
WhitTier Trust Company
Nevada
$3.65M -$437K -9,859 -11%
KF
414
Krilogy Financial
Missouri
$3.63M +$238K +5,355 +7%
AWA
415
Arkadios Wealth Advisors
Georgia
$3.63M +$1.76M +39,622 +99%
AWM
416
Apollon Wealth Management
South Carolina
$3.62M +$17.1K +385 +0.5%
HAG
417
HighPoint Advisor Group
Illinois
$3.62M +$68.8K +1,551 +2%
AFA
418
Abacus FCF Advisors
Florida
$3.61M +$1.89M +42,534 +116%
SPC
419
Sigma Planning Corp
Michigan
$3.61M -$375K -8,461 -10%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$3.59M +$42.7K +962 +1%
CSIC
421
Clifford Swan Investment Counsel
California
$3.58M -$987K -22,250 -22%
FAM
422
Formidable Asset Management
Ohio
$3.54M -$184K -4,141 -5%
RJT
423
Raymond James Trust
Florida
$3.54M +$81.5K +1,836 +2%
FCBT
424
First Citizens Bank & Trust
North Carolina
$3.54M +$83.2K +1,876 +2%
HCM
425
Hollencrest Capital Management
California
$3.49M +$9.01K +203 +0.3%

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.