We are live on ! Find out more
MO icon

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
IFG
526
Independent Financial Group
California
$2.37M +$213K +4,803 +10%
MAWAG
527
Mid-American Wealth Advisory Group
Missouri
$2.35M -$328K -7,396 -13%
CK
528
Cohen Klingenstein
New York
$2.34M -$1.38K -31 -0.1%
OIA
529
OneDigital Investment Advisors
Kansas
$2.34M +$456K +10,279 +25%
LFM
530
LGT Fund Management
Liechtenstein
$2.34M +$2.28M +51,300 New
LS
531
Leelyn Smith
Illinois
$2.33M +$29K +654 +1%
American Century Companies
532
American Century Companies
Missouri
$2.32M +$1.4M +31,568 +164%
HTC
533
Haverford Trust Company
Pennsylvania
$2.31M -$394K -8,880 -15%
KC
534
Kinloch Capital
Virginia
$2.31M +$18.6K +420 +0.8%
Jones Financial Companies
535
Jones Financial Companies
Missouri
$2.3M +$1.78M +40,205 +388%
MOS
536
MGO One Seven
Ohio
$2.29M -$5.77K -130 -0.3%
VIM
537
VELA Investment Management
Ohio
$2.28M +$2.22M +50,093 New
MA
538
MYDA Advisors
New York
$2.28M
TTWM
539
TCV Trust & Wealth Management
Virginia
$2.28M -$69.7K -1,572 -3%
Fisher Asset Management
540
Fisher Asset Management
Washington
$2.27M +$499K +11,252 +29%
HP
541
Hosking Partners
United Kingdom
$2.27M -$80.7K -1,818 -4%
PHS
542
Pekin Hardy Strauss
Illinois
$2.26M -$45.7K -1,030 -2%
SC
543
Sepio Capital
Utah
$2.25M -$44.9K -1,012 -2%
PL
544
Parthenon LLC
Kentucky
$2.25M +$1.42K +32 +0.1%
PL
545
Perpetual Ltd
Australia
$2.24M +$306K +6,887 +16%
WBC
546
Westpac Banking Corp
Australia
$2.24M +$306K +6,887 +16%
CWS
547
Confluence Wealth Services
Pennsylvania
$2.24M +$62.1K +1,400 +3%
HH
548
Hilltop Holdings
Texas
$2.23M -$18.1K -407 -0.8%
EFS
549
Essex Financial Services
Connecticut
$2.22M +$300K +6,766 +18%
LAM
550
LifePro Asset Management
California
$2.21M +$2.15M +48,522 New

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.