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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
SIC
701
Shoker Investment Counsel
Ohio
$1.33M +$237K +5,336 +22%
VIP
702
Vista Investment Partners
Oklahoma
$1.32M -$35.7K -805 -3%
DFG
703
Delta Financial Group
New Jersey
$1.32M -$61.8K -1,394 -5%
PWM
704
Perigon Wealth Management
California
$1.31M +$27.4K +617 +2%
NSAM
705
North Star Asset Management
Wisconsin
$1.31M -$45.1K -1,017 -3%
LA
706
Lynch & Associates
Indiana
$1.31M -$21.6K -486 -2%
ACL
707
Applied Capital LLC
Florida
$1.29M +$38.4K +865 +3%
FFA
708
Farther Finance Advisors
California
$1.28M +$138K +3,109 +13%
WS
709
Wedbush Securities
California
$1.28M +$185K +4,161 +17%
SCM
710
Spreng Capital Management
Ohio
$1.28M -$2.71K -61 -0.2%
BCP
711
Berkeley Capital Partners
Georgia
$1.27M +$50.7K +1,142 +4%
S
712
SignatureFD
Georgia
$1.27M +$89.6K +2,019 +8%
DCM
713
Delta Capital Management
New Jersey
$1.26M -$887 -20 -0.1%
FFA
714
First Foundation Advisors
California
$1.25M -$74.5K -1,680 -6%
FWM
715
Focused Wealth Management
New York
$1.25M +$55K +1,240 +5%
BMSSC
716
B. Metzler seel. Sohn & Co
Germany
$1.24M
KMWM
717
Keudell/Morrison Wealth Management
Oregon
$1.24M +$14.5K +327 +1%
XF
718
XML Financial
Maryland
$1.24M -$488 -11 -0%
KA
719
Kovack Advisors
Florida
$1.23M -$1.45M -32,765 -55%
SW
720
SVB Wealth
Massachusetts
$1.23M -$123K -2,776 -9%
HWM
721
Hohimer Wealth Management
Washington
$1.23M -$434K -9,772 -27%
FFN
722
Focus Financial Network
Minnesota
$1.23M +$205K +4,614 +23%
GWM
723
Geneos Wealth Management
Colorado
$1.22M -$16.5K -373 -1%
LBWM
724
Left Brain Wealth Management
Illinois
$1.22M +$1.19M +26,741 New
ICA
725
Infrastructure Capital Advisors
New York
$1.22M -$18.3K -413 -2%

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.