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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
NFG
926
Nations Financial Group
Iowa
$704K +$97.1K +2,189 +17%
SMH
927
Sanders Morris Harris
Texas
$698K -$19.7K -445 -3%
NAS
928
Nicolet Advisory Services
Wisconsin
$698K +$3.46K +78 +0.5%
BP
929
Ballentine Partners
Massachusetts
$697K +$76.8K +1,730 +13%
GGS
930
Galvin Gaustad & Stein
Arizona
$695K +$249K +5,607 +58%
FNBTCON
931
First National Bank & Trust Co of Newtown
Pennsylvania
$692K +$8.87K +200 +1%
GCM
932
Gables Capital Management
Florida
$688K +$29.3K +660 +5%
TNB
933
Thomasville National Bank
Georgia
$687K -$21.5K -485 -3%
RGF
934
Retirement Guys Formula
Ohio
$685K -$118K -2,663 -15%
AL
935
Arnhold LLC
New York
$683K
CLOS
936
Compagnie Lombard Odier SCmA
Switzerland
$683K
CFA
937
CWS Financial Advisors
Michigan
$683K +$3.42K +77 +0.5%
NG
938
Norden Group
Utah
$682K +$112K +2,526 +20%
V
939
VeraBank
Texas
$682K
SC
940
Syon Capital
California
$681K -$47.6K -1,073 -7%
IAS
941
Insigneo Advisory Services
Florida
$681K -$118K -2,654 -16%
NVCHI
942
New Vernon Capital Holdings II
New Jersey
$679K
HGERS
943
Householder Group Estate & Retirement Specialist
Arizona
$676K +$150K +3,375 +29%
TCA
944
Transcend Capital Advisors
New Jersey
$675K -$355 -8 -0.1%
CC
945
Courier Capital
New York
$674K
DWA
946
Douglass Winthrop Advisors
New York
$674K -$100K -2,256 -13%
CWC
947
Carolinas Wealth Consulting
North Carolina
$674K +$509K +11,468 +345%
AGM
948
Alpine Global Management
New York
$669K +$652K +14,698 New
BG
949
Bahl & Gaynor
Ohio
$669K +$10.4K +234 +2%
WKWM
950
Walter & Keenan Wealth Management
Indiana
$668K -$12.6K -284 -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.