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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
WAP
601
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$73.8K +1,663 +4%
HCMG
602
Howard Capital Management Group
California
$1.88M
BMCM
603
Bryn Mawr Capital Management
Pennsylvania
$1.88M +$7.05K +159 +0.4%
WG
604
Welch Group
Alabama
$1.86M +$90.5K +2,039 +5%
CAG
605
Csenge Advisory Group
Florida
$1.86M +$112K +2,517 +7%
BHPW
606
Beverly Hills Private Wealth
California
$1.86M -$60.8K -1,370 -3%
MHS
607
M Holdings Securities
Oregon
$1.85M +$1.32M +29,735 +275%
FFA
608
Fortune Financial Advisors
Kansas
$1.84M -$5.24K -118 -0.3%
PA
609
Parallel Advisors
California
$1.84M -$137K -3,079 -7%
ACP
610
Aviance Capital Partners
Florida
$1.83M +$56.6K +1,275 +3%
SC
611
SouthState Corp
Florida
$1.83M -$38.2K -861 -2%
AIA
612
Affinity Investment Advisors
California
$1.83M +$62.9K +1,417 +4%
HKAM
613
Horizon Kinetics Asset Management
New York
$1.82M +$33.3K +750 +2%
AMI
614
Amica Mutual Insurance
Rhode Island
$1.82M
EC
615
Elequin Capital
New York
$1.8M -$810K -18,250 -31%
SGCA
616
Steel Grove Capital Advisors
Tennessee
$1.8M -$88.4K -1,993 -5%
MSAM
617
Moloney Securities Asset Management
Missouri
$1.79M +$346K +7,796 +25%
DZ Bank
618
DZ Bank
Germany
$1.77M +$1.47M +33,143 +571%
SC
619
Stolper & Co
Oklahoma
$1.77M -$4.53K -102 -0.3%
JWCA
620
J.W. Cole Advisors
Florida
$1.77M +$15.1K +340 +0.9%
EIG
621
Ellenbecker Investment Group
Wisconsin
$1.76M -$56.2K -1,267 -3%
SI
622
Symmetry Investments
Jersey
$1.75M +$1.71M +38,509 New
IMCOOI
623
Investment Management Corp of Ontario (IMCO)
Canada
$1.75M +$435K +9,800 +34%
CCM
624
Coldstream Capital Management
Washington
$1.74M +$117K +2,630 +7%
DA
625
Doliver Advisors
Texas
$1.74M -$153K -3,447 -8%

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.