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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
FG
976
Fiduciary Group
Georgia
$633K
A
977
Allianz
Germany
$632K
BMA
978
Brooks Moore & Associates
Tennessee
$631K
FCA
979
FLC Capital Advisors
California
$631K
MWM
980
Meridian Wealth Management
Kentucky
$630K +$614K +13,830 New
BFO
981
Boston Family Office
Massachusetts
$629K +$26.6K +600 +5%
UB
982
UMB Bank
Missouri
$627K -$22.1K -497 -3%
TWM
983
Tradition Wealth Management
Minnesota
$627K -$71.5K -1,612 -10%
KFA
984
Kapstone Financial Advisors
Ohio
$627K -$22.2K -500 -4%
AOWM
985
Alpha Omega Wealth Management
Virginia
$624K -$3.99K -90 -0.7%
WHG
986
Westwood Holdings Group
Texas
$624K +$89 +2 +0%
C
987
Certuity
Florida
$622K +$9.45K +213 +2%
SIC
988
Samalin Investment Counsel
New York
$622K -$28.7K -648 -5%
CA
989
Cornerstone Advisory
Maryland
$620K -$20.2K -456 -3%
TT
990
TI-Trust
Illinois
$619K
CAM
991
Columbia Asset Management
Michigan
$618K -$67K -1,510 -10%
FLPIM
992
F.L. Putnam Investment Management
Massachusetts
$613K +$8.43K +190 +1%
IPWA
993
International Private Wealth Advisors
California
$612K +$345K +7,778 +137%
PWP
994
Principle Wealth Partners
Connecticut
$612K +$9.58K +216 +2%
ECA
995
Elevated Capital Advisors
Utah
$611K +$595K +13,416 New
EA
996
Ellsworth Advisors
Ohio
$611K +$52.9K +1,192 +10%
FFM
997
Forum Financial Management
Illinois
$609K +$110K +2,473 +23%
RMAM
998
Raab & Moskowitz Asset Management
New Jersey
$608K
FRM
999
Fox Run Management
Connecticut
$608K +$593K +13,356 New
CA
1000
Continuum Advisory
Idaho
$607K +$41.3K +930 +7%

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.