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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
FNBT
501
FineMark National Bank & Trust
Florida
$2.6M +$922K +20,772 +57%
CIM
502
Contrarius Investment Management
Jersey
$2.59M -$109K -2,448 -4%
BOSSRA
503
B.O.S.S. Retirement Advisors
Utah
$2.57M +$1.38M +31,193 +123%
RCM
504
Ridgepath Capital Management
Tennessee
$2.56M -$6.34K -143 -0.3%
ATC
505
Argent Trust Co
Tennessee
$2.56M +$220K +4,953 +10%
SW
506
Simplicity Wealth
New Jersey
$2.56M +$351K +7,913 +16%
VFP
507
Verus Financial Partners
Virginia
$2.56M +$34.7K +782 +1%
MA
508
MONECO Advisors
Connecticut
$2.54M -$153K -3,449 -6%
MW
509
Marcum Wealth
Ohio
$2.54M +$20.6K +464 +0.8%
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.52M -$124K -2,796 -5%
ISWM
511
Independent Solutions Wealth Management
New York
$2.52M -$31.3K -705 -1%
LBC
512
Lowe Brockenbrough & Co
Virginia
$2.52M -$36.4K -820 -1%
PAS
513
Park Avenue Securities
New York
$2.52M -$74.6K -1,682 -3%
MFIM
514
Mesirow Financial Investment Management
Illinois
$2.49M +$16.9K +380 +0.7%
VCP
515
Verus Capital Partners
Arizona
$2.49M +$206K +4,642 +9%
WANY
516
Wealthspire Advisors (New York)
New York
$2.48M +$939K +21,163 +63%
P
517
Pitcairn
Pennsylvania
$2.48M +$605K +13,633 +33%
SIA
518
Strategic Investment Advisors
Michigan
$2.47M +$29.9K +674 +1%
PA
519
Pinnacle Associates
New York
$2.43M +$45.3K +1,021 +2%
NB
520
NBT Bank
New York
$2.42M +$42.3K +953 +2%
EF
521
Empirical Finance
Pennsylvania
$2.4M +$467K +10,515 +25%
Capstone Investment Advisors
522
Capstone Investment Advisors
New York
$2.4M -$1.89M -42,520 -45%
FPGT
523
Financial Partners Group (Tennessee)
Tennessee
$2.38M -$449K -10,127 -16%
CIC
524
Carnegie Investment Counsel
Ohio
$2.38M -$291K -6,551 -11%
BBVA
525
Banco Bilbao Vizcaya Argentaria
Spain
$2.38M -$63.6K -1,433 -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.