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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
WPC
1076
Wedmont Private Capital
Pennsylvania
$524K +$108K +2,432 +28%
MSFS
1077
Main Street Financial Solutions
Pennsylvania
$523K +$71.9K +1,621 +16%
NL
1078
NWAM LLC
Washington
$521K -$13.4K -303 -3%
CSI
1079
Cross Staff Investments
New York
$519K
GIBU
1080
Gulf International Bank (UK)
United Kingdom
$518K
JSL
1081
JT Stratford LLC
Georgia
$517K -$5.77K -130 -1%
NAMNJ
1082
NorthStar Asset Management (New Jersey)
New Jersey
$517K +$6.48K +146 +1%
LWCFA
1083
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$514K
MWM
1084
Mattern Wealth Management
Kansas
$514K
CFP
1085
Catalyst Financial Partners
Massachusetts
$513K +$9.63K +217 +2%
PIMG
1086
Patriot Investment Management Group
Tennessee
$512K +$4.92K +111 +1%
LMKC
1087
L.M. Kohn & Company
Ohio
$511K +$13.8K +312 +3%
HA
1088
Herold Advisors
New York
$510K +$5.55K +125 +1%
CAAS
1089
Capital Asset Advisory Services
Michigan
$510K -$145K -3,276 -23%
LA
1090
Legacy Advisors
Pennsylvania
$510K +$47.3K +1,067 +11%
SOS
1091
Silver Oak Securities
Tennessee
$509K -$11.6K -262 -2%
CSB
1092
City State Bank
Iowa
$509K -$15.1K -340 -3%
RDWM
1093
Red Door Wealth Management
Tennessee
$508K -$193K -4,341 -28%
PWM
1094
PBMares Wealth Management
Virginia
$507K -$46.6K -1,051 -9%
IF
1095
Intrua Financial
Texas
$507K -$322K -7,261 -39%
VCM
1096
Virtue Capital Management
Tennessee
$507K -$27.2K -614 -6%
LC
1097
Lindbrook Capital
California
$506K -$87K -1,960 -15%
PP
1098
Patron Partners
Texas
$504K -$173K -3,905 -26%
MA
1099
MBA Advisors
Pennsylvania
$500K +$138K +3,100 +39%
LSA
1100
Leonteq Securities AG
Switzerland
$498K +$67.4K +1,519 +16%

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.