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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
SOAMC
1026
Spirit of America Management Corp
New York
$576K
HGWM
1027
Horst & Graben Wealth Management
Oregon
$575K -$80.8K -1,821 -13%
LI
1028
LMCG Investments
Massachusetts
$573K +$111K +2,493 +25%
PP
1029
Patten & Patten
Tennessee
$572K -$77.5K -1,746 -12%
IP
1030
Intellectus Partners
California
$571K -$66.8K -1,505 -11%
QCG
1031
Quadrant Capital Group
Ohio
$570K +$28.7K +648 +5%
CWM
1032
Congress Wealth Management
Massachusetts
$569K +$243K +5,467 +78%
AAM
1033
Aureus Asset Management
Massachusetts
$563K
ST
1034
Spinnaker Trust
Maine
$562K
BC
1035
Bridgefront Capital
Texas
$562K +$547K +12,330 New
DWM
1036
Dakota Wealth Management
Florida
$561K -$18K -405 -3%
DI
1037
Diligent Investors
California
$561K -$21.8K -491 -4%
FMII
1038
Farmers & Merchants Investments Inc
Nebraska
$561K +$8.87K +200 +2%
Empower Advisory Group
1039
Empower Advisory Group
Colorado
$558K +$27.4K +617 +5%
CCWM
1040
Cassaday & Co Wealth Management
Virginia
$558K -$3.46K -78 -0.6%
VSQM
1041
V-Square Quantitative Management
Illinois
$556K +$348K +7,850 +180%
PCA
1042
Prosperity Capital Advisors
Ohio
$556K -$433K -9,756 -44%
CAWM
1043
Capital Advisors Wealth Management
Washington
$554K +$399 +9 +0.1%
KI
1044
Kapitalo Investimentos
Brazil
$554K +$268K +6,044 +99%
WE
1045
Wealth Effects
Massachusetts
$553K +$17.7K +400 +3%
GC
1046
Gilbert & Cook
Iowa
$553K -$32.8K -739 -6%
DT
1047
Diversified Trust
Tennessee
$552K -$159K -3,592 -23%
MSA
1048
Marathon Strategic Advisors
Pennsylvania
$552K +$538K +12,123 New
AA
1049
Advisory Alpha
Michigan
$552K +$577 +13 +0.1%
SB
1050
Strategic Blueprint
Georgia
$551K +$53.1K +1,198 +11%

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.