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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
JWBC
776
J.W. Burns & Co
New York
$1.06M -$68.8K -1,550 -6%
CCFM
777
Clear Creek Financial Management
Washington
$1.06M +$27.9K +628 +3%
QP
778
Quilter Plc
United Kingdom
$1.06M -$88.5K -1,995 -8%
LIM
779
Leavell Investment Management
Alabama
$1.05M -$130K -2,936 -11%
MCM
780
Mill Capital Management
North Carolina
$1.05M -$38.9K -877 -4%
RIL
781
Rothschild Investment LLC
Illinois
$1.05M +$42.3K +953 +4%
SFA
782
Semmax Financial Advisors
North Carolina
$1.04M +$17K +383 +2%
LDB
783
Lee, Danner & Bass
Tennessee
$1.04M +$1.01M +22,830 New
JCM
784
Jacobi Capital Management
Pennsylvania
$1.04M +$26.9K +607 +3%
HCP
785
Hexagon Capital Partners
Arkansas
$1.04M +$136K +3,074 +16%
VT
786
Vise Technologies
New York
$1.03M +$157K +3,543 +19%
MIM
787
Morningstar Investment Management
Illinois
$1.03M
B
788
Bellecapital
Switzerland
$1.02M +$656K +14,776 +191%
BHBT
789
Burke & Herbert Bank & Trust
Virginia
$1.02M +$436K +9,818 +77%
TCM
790
Traynor Capital Management
Pennsylvania
$1.02M -$176K -3,970 -15%
OCM
791
One Capital Management
California
$1.01M +$11.8K +267 +1%
LCM
792
Leisure Capital Management
California
$1.01M +$577 +13 +0.1%
BFA
793
Beacon Financial Advisory
Ohio
$1.01M +$132K +2,985 +16%
PFP
794
Paragon Financial Partners
California
$1M
CFG
795
Citizens Financial Group
Rhode Island
$996K +$354K +7,983 +58%
ECM
796
Evergreen Capital Management
Washington
$989K +$137K +3,085 +17%
SSB
797
Sandy Spring Bank
Maryland
$986K +$9.45K +213 +1%
KCFA
798
Key Client Fiduciary Advisors
New Jersey
$984K -$16K -360 -2%
QI
799
Qtron Investments
Massachusetts
$984K +$347K +7,815 +57%
MNBTD
800
Moody National Bank Trust Division
Texas
$976K +$35.7K +804 +4%

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.