We are live on ! Find out more
MO icon

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
SFI
1051
SPC Financial Inc
Maryland
$550K -$3.9K -88 -0.7%
BTI
1052
Blue Trust Inc
Georgia
$548K +$157K +3,546 +39%
RA
1053
RFG Advisory
Alabama
$547K -$5.24K -118 -1%
TMWM
1054
Taylor & Morgan Wealth Management
Michigan
$546K +$11.1K +250 +2%
DTC
1055
Davidson Trust Company
Washington
$545K +$531K +11,973 New
KWS
1056
Keystone Wealth Services
California
$544K +$1.29K +29 +0.2%
CCT
1057
Capital City Trust
Florida
$544K -$28.8K -650 -5%
EWM
1058
Evercore Wealth Management
New York
$540K -$22.2K -500 -4%
BMWM
1059
Brown Miller Wealth Management
Virginia
$537K
RA
1060
Resolute Advisors
California
$536K +$11.1K +251 +2%
ESB
1061
Essex Savings Bank
Connecticut
$536K +$32.3K +728 +7%
HBW
1062
Hazlett, Burt & Watson
West Virginia
$535K +$426K +9,595 +446%
OQS
1063
Occudo Quantitative Strategies
Florida
$535K +$521K +11,743 New
TBC
1064
Ted Buchan & Co
California
$533K +$72.8K +1,641 +16%
BL
1065
Balentine LLC
Georgia
$533K -$1.06M -23,882 -67%
MCA
1066
Millennium Capital Advisors
Arkansas
$533K +$4.44K +100 +0.9%
PWA
1067
Provenance Wealth Advisors
Florida
$533K -$13.3K -300 -3%
WPW
1068
Waldron Private Wealth
Pennsylvania
$533K +$41K +925 +9%
TAM
1069
Taurus Asset Management
New York
$532K -$182K -4,100 -26%
TCM
1070
Tufton Capital Management
Maryland
$531K -$8.87K -200 -2%
PAMG
1071
Patton Albertson Miller Group
Tennessee
$528K -$15.5K -350 -3%
UBV
1072
United Bank (Virginia)
Virginia
$526K
SEA
1073
Stegent Equity Advisors
Texas
$525K +$284K +6,411 +125%
RBC
1074
Romano Brothers & Co
Illinois
$525K -$86.4K -1,947 -14%
BFWA
1075
Benchmark Financial Wealth Advisors
Florida
$525K +$77.1K +1,737 +18%

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.