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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
GBT
851
Grove Bank & Trust
Florida
$854K -$2.04K -46 -0.2%
NS
852
NBC Securities
Alabama
$852K -$16.1K -362 -2%
DCM
853
Dudley Capital Management
Virginia
$851K -$126K -2,835 -13%
EIP
854
Epoch Investment Partners
New York
$850K -$2.02M -45,617 -71%
RMSCM
855
R.M. Sincerbeaux Capital Management
New York
$847K -$306K -6,896 -27%
CGL
856
Clarius Group LLC
Washington
$847K +$300K +6,765 +57%
IC
857
Inscription Capital
Texas
$846K -$77.2K -1,739 -9%
WFS
858
Widmann Financial Services
Maryland
$836K -$8.52K -192 -1%
FMWA
859
Forvis Mazars Wealth Advisors
Missouri
$834K +$232K +5,226 +40%
AF
860
Advisornet Financial
Minnesota
$834K -$56.2K -1,267 -6%
KWA
861
Kingswood Wealth Advisors
California
$833K +$318K +7,177 +65%
BCWM
862
Bartlett & Co Wealth Management
Ohio
$832K -$9.14K -206 -1%
ZF
863
Zhang Financial
Michigan
$831K -$6.34K -143 -0.8%
RWPA
864
Richard W. Paul & Associates
Michigan
$826K +$16.5K +373 +2%
IWN
865
Independent Wealth Network
Iowa
$824K -$20.6K -464 -3%
AIP
866
Ameritas Investment Partners
Nebraska
$823K -$44.4K -1,000 -5%
PTC
867
Philadelphia Trust Company
Pennsylvania
$819K -$15K -338 -2%
FTIS
868
First Trust Investment Solutions
Florida
$816K -$57.1K -1,288 -7%
XSC
869
X-Square Capital
Puerto Rico
$816K +$8.12K +183 +1%
CI
870
Cigna Investments
Connecticut
$815K -$39.7K -894 -5%
IPW
871
Impact Partnership Wealth
Georgia
$813K +$72K +1,623 +10%
DW30
872
Drucker Wealth 3.0
New Jersey
$812K +$791K +17,834 New
SC
873
Searle & Co
Connecticut
$811K +$790K +17,798 New
GGI
874
Godsey & Gibb Inc
Virginia
$811K +$29.1K +655 +4%
OLA
875
Oliver Luxxe Assets
New Jersey
$802K

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.