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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
CPBTD
651
Central Pacific Bank - Trust Division
Hawaii
$1.57M -$74.1K -1,670 -5%
CGH
652
CMG Global Holdings
Texas
$1.57M +$8.61K +194 +0.6%
PCM
653
Poehling Capital Management
Wisconsin
$1.57M -$4.08K -92 -0.3%
SAG
654
SageView Advisory Group
California
$1.56M -$85.4K -1,925 -5%
LTAS
655
Linden Thomas Advisory Services
North Carolina
$1.56M -$1.06M -23,922 -41%
NHC
656
Nicholas Hoffman & Company
Georgia
$1.55M +$235K +5,294 +18%
BFG
657
Bleakley Financial Group
New Jersey
$1.55M +$66.6K +1,502 +5%
NLP
658
Next Level Private
New York
$1.55M +$10.9K +246 +0.7%
WA
659
WP Advisors
California
$1.54M +$22.3K +502 +2%
IAIM
660
International Assets Investment Management
Florida
$1.54M +$510K +11,493 +12%
ATPW
661
Ashton Thomas Private Wealth
Arizona
$1.53M -$15.9K -358 -1%
LCM
662
Lazari Capital Management
California
$1.52M -$16.9K -382 -1%
CL
663
CSS LLC
Illinois
$1.51M +$88.7K +2,000 +6%
CAGAS
664
Capital Advisory Group Advisory Services
Minnesota
$1.51M +$122K +2,755 +9%
SIC
665
Salem Investment Counselors
North Carolina
$1.49M -$95.4K -2,150 -6%
OHWA
666
Oak Hill Wealth Advisors
Virginia
$1.48M +$1.45M +32,572 New
KCM
667
Kathmere Capital Management
Pennsylvania
$1.48M +$212K +4,769 +17%
AFP
668
Ausdal Financial Partners
Iowa
$1.48M +$206K +4,636 +17%
CA
669
Cullinan Associates
Kentucky
$1.47M -$8.87K -200 -0.6%
MYIA
670
Mount Yale Investment Advisors
Colorado
$1.47M -$64.2K -1,448 -4%
Luther King Capital Management (LKCM)
671
Luther King Capital Management (LKCM)
Texas
$1.46M -$34.3K -774 -2%
LNWWM
672
Laird Norton Wetherby Wealth Management
California
$1.46M +$179K +4,042 +14%
IA
673
IFP Advisors
Florida
$1.46M +$131K +2,962 +10%
CRI
674
Colonial River Investments
Virginia
$1.46M -$198K -4,457 -12%
KCPG
675
Kavar Capital Partners Group
Kansas
$1.44M -$42.2K -952 -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.