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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
CIA
1126
Cape Investment Advisory
Georgia
$479K -$20.1K -452 -4%
WP
1127
WMS Partners
Maryland
$479K +$14.6K +329 +3%
PFA
1128
Peak Financial Advisors
Colorado
$477K +$3.77K +85 +0.8%
SW
1129
SkyOak Wealth
Michigan
$477K -$6.21K -140 -1%
SCM
1130
Shelton Capital Management
Colorado
$477K -$39.9K -900 -8%
GIA
1131
Gladstone Institutional Advisory
Florida
$475K +$5.19K +117 +1%
MPM
1132
Meritage Portfolio Management
Kansas
$474K +$18.5K +416 +4%
MCM
1133
Monarch Capital Management
Indiana
$473K -$5.41K -122 -1%
RB
1134
Rodgers Brothers
Pennsylvania
$473K +$932 +21 +0.2%
WG
1135
Wealth Group
North Carolina
$472K -$37.5K -845 -8%
FMC
1136
First Merchants Corp
Indiana
$472K +$460K +10,362 New
CVM
1137
Cheviot Value Management
California
$472K -$10.4K -234 -2%
VRM
1138
Vectors Research Management
New York
$471K -$1.38K -31 -0.3%
FG
1139
Foster Group
Iowa
$470K +$26.4K +594 +6%
JSW
1140
Journey Strategic Wealth
New Jersey
$469K -$5.28K -119 -1%
MFG
1141
MidWestOne Financial Group
Iowa
$469K +$3.77K +85 +0.8%
RWP
1142
RWA Wealth Partners
Massachusetts
$468K +$266 +6 +0.1%
BCA
1143
Bay Colony Advisors
Massachusetts
$465K +$1.46K +33 +0.3%
CIA
1144
Cladis Investment Advisory
Montana
$465K -$4.92K -111 -1%
KFP
1145
KMG Fiduciary Partners
Ohio
$465K +$14K +315 +3%
SLWA
1146
San Luis Wealth Advisors
California
$461K +$177 +4 +0%
BSB
1147
Bangor Savings Bank
Maine
$460K -$311 -7 -0.1%
AB
1148
Atlas Brown
Kentucky
$460K -$23.9K -539 -5%
SFS
1149
Symphony Financial Services
Ohio
$459K +$418K +9,416 New
SCM
1150
Schnieders Capital Management
California
$458K +$22.2K +500 +5%

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.