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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
SWM
726
Silverlake Wealth Management
Vermont
$1.21M +$106K +2,395 +10%
CIG
727
Cascade Investment Group
Colorado
$1.21M +$17.7K +400 +2%
KFS
728
Keynote Financial Services
Connecticut
$1.2M -$3.99K -90 -0.3%
GSB
729
Greenfield Savings Bank
Massachusetts
$1.2M -$28.8K -650 -2%
RCM
730
Radnor Capital Management
Pennsylvania
$1.19M +$37.7K +849 +3%
NCM
731
Narwhal Capital Management
Georgia
$1.19M -$444 -10 -0%
HSA
732
HBK Sorce Advisory
Pennsylvania
$1.18M +$80.3K +1,810 +7%
GC
733
Gratus Capital
Georgia
$1.18M +$747K +16,845 +186%
FMI
734
F/M Investments
District of Columbia
$1.18M +$1.14M +25,795 New
SIMG
735
Sonora Investment Management Group
Arizona
$1.18M
BB
736
Burford Brothers
Texas
$1.17M +$152K +3,436 +15%
WI
737
Wedgewood Investors
Pennsylvania
$1.17M +$1.14M +25,760 New
PPP
738
Private Portfolio Partners
New Jersey
$1.17M -$932 -21 -0.1%
BAM
739
Berkshire Asset Management
Pennsylvania
$1.17M -$4.79K -108 -0.4%
CIS
740
Capital International Sarl
California
$1.17M +$541K +12,197 +91%
SWM
741
Spire Wealth Management
Virginia
$1.16M -$137K -3,099 -11%
CCG
742
Capital CS Group
California
$1.16M +$488 +11 +0%
BFS
743
Bradley Foster & Sargent
Connecticut
$1.15M +$58.1K +1,309 +5%
CIC
744
Crawford Investment Counsel
Georgia
$1.15M +$170K +3,839 +18%
LCM
745
Logan Capital Management
Pennsylvania
$1.15M
FHA
746
Flagship Harbor Advisors
Massachusetts
$1.15M -$31.9K -719 -3%
CFM
747
Catalyst Funds Management
Australia
$1.15M +$1.12M +25,200 New
FHA
748
First Horizon Advisors
Tennessee
$1.14M +$12.6K +285 +1%
GA
749
GoalVest Advisory
New York
$1.14M -$53.8K -1,212 -5%
BAM
750
Belpointe Asset Management
Nevada
$1.14M -$93.1K -2,098 -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.