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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
MWM
1101
Modern Wealth Management
Kansas
$498K +$104K +2,345 +27%
TI
1102
TrueMark Investments
Illinois
$497K +$485K +10,921 New
SFG
1103
Sowa Financial Group
Rhode Island
$497K +$11.3K +254 +2%
PA
1104
Procyon Advisors
Connecticut
$495K +$66.2K +1,492 +16%
GSEP
1105
Golden State Equity Partners
California
$495K +$482K +10,858 New
TFM
1106
TFC Financial Management
Massachusetts
$494K +$1.02K +23 +0.2%
WQ
1107
Wealth Quarterback
New Jersey
$492K +$145K +3,276 +43%
ACP
1108
Aveo Capital Partners
Colorado
$492K -$77.2K -1,739 -14%
ECU
1109
Eisler Capital (US)
New York
$492K +$479K +10,801 New
LSAG
1110
Lake Street Advisors Group
New Hampshire
$492K +$38.3K +864 +9%
AWM
1111
Aprio Wealth Management
Georgia
$490K +$193K +4,358 +68%
WA
1112
Wealth Architects
California
$490K +$1.95K +44 +0.4%
FOFP
1113
Fee-Only Financial Planning
South Carolina
$490K
AWM
1114
Avior Wealth Management
Nebraska
$490K -$79.5K -1,792 -14%
TPWA
1115
TRUE Private Wealth Advisors
Oregon
$488K -$176K -3,968 -27%
SLT
1116
St Louis Trust
Missouri
$487K
NGA
1117
Naples Global Advisors
Florida
$487K -$6.79K -153 -1%
SFI
1118
Siemens Fonds Invest
Germany
$485K -$362K -8,149 -43%
GC
1119
Grimes & Company
Massachusetts
$485K +$16.4K +370 +4%
PCM
1120
Perritt Capital Management
Illinois
$485K +$87K +1,962 +23%
QWM
1121
Quadcap Wealth Management
Texas
$483K -$2K -45 -0.4%
AI
1122
AdvisorShares Investments
Maryland
$482K +$48.5K +1,093 +12%
JAFL
1123
Jay A. Fishman Ltd
Michigan
$481K -$4.44K -100 -0.9%
MWM
1124
Mosley Wealth Management
California
$480K +$24.8K +558 +6%
GM
1125
GeoWealth Management
Illinois
$479K +$112K +2,535 +32%

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.