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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
MWA
1001
Moser Wealth Advisors
Washington
$607K
SAM
1002
Synergy Asset Management
Washington
$607K -$2.81M -63,353 -83%
DOA
1003
D'Orazio & Associates
Virginia
$606K +$175K +3,945 +42%
MA
1004
MCF Advisors
Kentucky
$604K +$6.43K +145 +1%
NRS
1005
Neville Rodie & Shaw
New York
$602K
WWMSC
1006
Wagner Wealth Management (South Carolina)
South Carolina
$601K +$107K +2,423 +22%
BFA
1007
Bill Few Associates
Pennsylvania
$601K -$223K -5,034 -28%
LIA
1008
LS Investment Advisors
Michigan
$601K +$1.33K +30 +0.2%
WIA
1009
World Investment Advisors
California
$601K +$378K +8,514 +182%
TIM
1010
Tevis Investment Management
Texas
$599K +$4.44K +100 +0.8%
MIM
1011
Marco Investment Management
Georgia
$596K
MIH
1012
Meitav Investment House
Israel
$596K -$1.67M -37,565 -74%
RL
1013
Rogco LP
Oklahoma
$595K +$53.4K +1,204 +10%
PCG
1014
Prosperity Consulting Group
Maryland
$594K -$210K -4,734 -27%
GSIAS
1015
Garden State Investment Advisory Services
New Jersey
$593K -$69.8K -1,574 -11%
DAM
1016
Delta Asset Management
Tennessee
$592K -$18.6K -420 -3%
MJRIC
1017
Mogy Joel R Investment Counsel
California
$590K
CPIG
1018
Chicago Partners Investment Group
Illinois
$587K +$26.3K +593 +5%
NAG
1019
Northstar Advisory Group
New Jersey
$586K
OPTFSNA
1020
Old Point Trust & Financial Services N A
Virginia
$585K -$2.97K -67 -0.5%
LIM
1021
Loudon Investment Management
New Hampshire
$583K
GL
1022
Graypoint LLC
New York
$581K +$100K +2,263 +22%
1WA
1023
180 Wealth Advisors
Washington
$580K -$24.2K -545 -4%
FWM
1024
Finer Wealth Management
Massachusetts
$579K -$126K -2,842 -18%
WSCM
1025
Wellington Shields Capital Management
New York
$576K +$53.3K +1,201 +10%

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.