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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
H
801
HoyleCohen
California
$975K +$76.7K +1,728 +9%
HWA
802
HCR Wealth Advisors
California
$969K +$1.2K +27 +0.1%
GAM
803
Griffin Asset Management
New York
$968K -$74K -1,667 -7%
CAG
804
Crestwood Advisors Group
Massachusetts
$966K -$107K -2,413 -10%
WF
805
Welch & Forbes
Massachusetts
$966K -$30.4K -685 -3%
Dodge & Cox
806
Dodge & Cox
California
$957K
IIA
807
ICW Investment Advisors
Arizona
$953K -$34.3K -774 -4%
IIM
808
Ipswich Investment Management
Massachusetts
$952K
JPWM
809
Jamison Private Wealth Management
Georgia
$950K -$45.5K -1,025 -5%
EM
810
Excalibur Management
Massachusetts
$948K -$1.86K -42 -0.2%
OBWG
811
Onyx Bridge Wealth Group
New York
$944K +$47.6K +1,072 +5%
CFAM
812
Center For Asset Management
Florida
$944K +$18.5K +417 +2%
CAM
813
Cidel Asset Management
Ontario, Canada
$943K +$20.9K +471 +2%
GI
814
GAMMA Investing
California
$941K +$404K +9,106 +79%
GWM
815
Gray Wealth Management
Maine
$940K +$27.5K +620 +3%
GP
816
Girard Partners
Pennsylvania
$938K +$365K +8,228 +67%
BFIM
817
Beese Fulmer Investment Management
Ohio
$935K -$10.6K -240 -1%
SLI
818
Sumitomo Life Insurance
Japan
$933K -$115K -2,583 -11%
CRIG
819
Charter Research & Investment Group
Connecticut
$932K -$53.2K -1,200 -6%
GCP
820
GSA Capital Partners
United Kingdom
$929K +$905K +20,404 New
CB
821
Cadence Bank
Mississippi
$928K
DM
822
Deerfield Management
New York
$921K +$420K +9,475 +88%
EF
823
Exeter Financial
Arizona
$918K -$11.8K -266 -1%
MYLI
824
Meiji Yasuda Life Insurance
Japan
$916K +$252K +5,670 +39%
FCI
825
Financial Counselors Inc
Kansas
$906K -$72K -1,624 -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.