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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
LMIM
576
Lockheed Martin Investment Management
Maryland
$2.06M +$2.01M +45,200 New
NW
577
NewEdge Wealth
Pennsylvania
$2.05M -$49.3K -1,112 -2%
CIAS
578
Capital Investment Advisory Services
North Carolina
$2.05M -$192K -4,328 -9%
Assenagon Asset Management
579
Assenagon Asset Management
Luxembourg
$2.04M -$34.4M -776,111 -95%
TCMP
580
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.02M +$718K +16,175 +57%
MGP
581
Metis Global Partners
California
$2.02M -$75.8K -1,709 -4%
BCM
582
Buckhead Capital Management
Georgia
$2.02M
VAS
583
Vestmark Advisory Solutions
Massachusetts
$2.01M +$147K +3,316 +8%
DEM
584
Disciplined Equity Management
Florida
$2M +$8.43K +190 +0.4%
VFA
585
Valeo Financial Advisors
Indiana
$2M -$81.4K -1,835 -4%
MC
586
Moors & Cabot
Massachusetts
$2M +$102K +2,308 +6%
OP
587
ORG Partners
Indiana
$1.98M +$1.55M +35,025 +434%
SCTC
588
Sanibel Captiva Trust Company
Florida
$1.98M +$151K +3,396 +8%
SB
589
Simmons Bank
Arkansas
$1.98M -$83.8K -1,888 -4%
IBOK
590
Independence Bank of Kentucky
Kentucky
$1.96M +$2.22K +50 +0.1%
ORG
591
Optimist Retirement Group
Washington
$1.95M +$93.1K +2,098 +5%
CSPIA
592
Cary Street Partners Investment Advisory
Virginia
$1.95M -$78.9K -1,778 -4%
PTC
593
Private Trust Company
Ohio
$1.95M -$49.1K -1,107 -3%
HKIM
594
Hayek Kallen Investment Management
Alabama
$1.94M +$2.48K +56 +0.1%
AIMC
595
Alley Investment Management Company
Illinois
$1.92M -$35K -790 -2%
TCOV
596
Trust Company of Vermont
Vermont
$1.92M +$14.2K +320 +0.8%
AAS
597
Ameritas Advisory Services
Nebraska
$1.89M -$131K -2,962 -7%
Federated Hermes
598
Federated Hermes
Pennsylvania
$1.89M -$383K -8,634 -17%
TMAM
599
Tokio Marine Asset Management
Japan
$1.89M +$70K +1,577 +4%
FTDI
600
First Trust Direct Indexing
Massachusetts
$1.89M +$386K +8,709 +27%

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.