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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
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$267M -$12.9M -291,517 -5%
UBS AM
27
UBS AM
Illinois
$267M +$59.5M +1,341,704 +30%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$265M +$61.2M +1,380,329 +31%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$234M +$54.3M +1,223,802 +31%
Swiss National Bank
30
Swiss National Bank
Switzerland
$232M -$9.37M -211,200 -4%
Victory Capital Management
31
Victory Capital Management
Texas
$231M +$10.8M +243,201 +5%
LSV Asset Management
32
LSV Asset Management
Illinois
$223M +$9.56M +215,594 +5%
LCOV
33
London Company of Virginia
Virginia
$221M -$10.3M -231,435 -5%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$207M -$2.89M -65,180 -1%
Wells Fargo
35
Wells Fargo
California
$190M +$23.8K +536 +0%
Truist Financial
36
Truist Financial
North Carolina
$190M -$4.74M -106,833 -3%
Barclays
37
Barclays
United Kingdom
$178M -$108M -2,435,974 -38%
N
38
Nuveen
North Carolina
$164M -$11.8M -266,571 -7%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$157M +$278K +6,270 +0.2%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$154M -$16.6M -374,486 -10%
National Pension Service
41
National Pension Service
South Korea
$153M +$2.4M +54,079 +2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$152M +$114K +2,572 +0.1%
Deutsche Bank
43
Deutsche Bank
Germany
$149M -$51.5M -1,161,692 -26%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$142M -$147K -3,316 -0.1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$138M -$6.09M -137,362 -4%
Fidelity International
46
Fidelity International
Bermuda
$136M -$72.8M -1,641,000 -35%
SLAM
47
Swiss Life Asset Management
$132M +$4.06M +91,458 +3%
CCM
48
Cullen Capital Management
New York
$130M -$3.32M -74,765 -3%
Allianz Asset Management
49
Allianz Asset Management
Germany
$126M -$10.2M -230,826 -8%
LPL Financial
50
LPL Financial
California
$122M +$9.95M +224,206 +9%

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.