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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
SFA
626
Sequoia Financial Advisors
Ohio
$1.74M +$269K +6,068 +19%
WA
627
Waverly Advisors
Alabama
$1.74M +$120K +2,711 +8%
EWA
628
EP Wealth Advisors
California
$1.73M +$34.1K +768 +2%
GAM
629
Groupama Asset Management
France
$1.72M +$2.44M +55,077 +287%
TSWM
630
Tyler-Stone Wealth Management
Ohio
$1.71M -$108K -2,436 -6%
RFG
631
Range Financial Group
Oregon
$1.69M +$86.7K +1,955 +6%
WB
632
WesBanco Bank
West Virginia
$1.69M +$3.81K +86 +0.2%
QIM
633
Quantitative Investment Management
Virginia
$1.69M -$17.5M -394,067 -91%
IWA
634
Icon Wealth Advisors
Texas
$1.69M +$91.8K +2,070 +6%
TG
635
TCW Group
California
$1.67M +$10.3K +232 +0.6%
IAMOG
636
Investors Asset Management of Georgia
Georgia
$1.67M -$26.6K -600 -2%
SVWAG
637
Sound View Wealth Advisors Group
Georgia
$1.67M -$64.9K -1,462 -4%
IWM
638
IHT Wealth Management
Illinois
$1.66M +$6.74K +152 +0.4%
WTB
639
Washington Trust Bank
Washington
$1.65M -$66.1K -1,489 -4%
WAM
640
Weinberger Asset Management
California
$1.64M +$3.5K +79 +0.2%
VAS
641
Valicenti Advisory Services
New York
$1.64M +$217K +4,880 +16%
SA
642
SpiderRock Advisors
Delaware
$1.63M -$3.46M -77,906 -69%
GT
643
Greenleaf Trust
Michigan
$1.63M +$101K +2,278 +7%
Koshinski Asset Management
644
Koshinski Asset Management
Illinois
$1.62M +$677K +15,261 +79%
BG
645
Bollard Group
Massachusetts
$1.61M +$252K +5,683 +19%
NFC
646
Northeast Financial Consultants
Connecticut
$1.61M
EWM
647
Empirical Wealth Management
Washington
$1.61M -$216K -4,872 -12%
FWCM
648
Ferguson Wellman Capital Management
Oregon
$1.59M -$97.5K -2,197 -6%
MAS
649
Meeder Advisory Services
Ohio
$1.59M +$441K +9,930 +40%
GAG
650
GM Advisory Group
New York
$1.58M +$90.5K +2,041 +6%

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.