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
WSC
1226
Wellington Shields & Co
New York
$401K
RMDI
1227
R.M. Davis Inc
Maine
$400K +$43.8K +988 +13%
DSC
1228
Duncker Streett & Co
Missouri
$400K -$23.4K -528 -6%
MA
1229
Montag & Associates
Georgia
$398K -$47.4K -1,069 -11%
AFG
1230
Atomi Financial Group
New York
$397K +$123K +2,762 +46%
TCPW
1231
Twin City Private Wealth
North Carolina
$397K -$5.1K -115 -1%
PWMAG
1232
Pinnacle Wealth Management Advisory Group
New Jersey
$397K +$54.9K +1,237 +17%
CC
1233
Callan Capital
California
$394K +$73.3K +1,652 +24%
SP
1234
Stablepoint Partners
Massachusetts
$394K -$44.4K -1,000 -11%
PP
1235
PDS Planning
Ohio
$394K +$39.6K +893 +12%
TL
1236
Tradewinds LLC
North Carolina
$392K +$382K +8,604 New
LI
1237
LRI Investments
Florida
$391K +$82.7K +1,864 +28%
IA
1238
IFG Advisors
Missouri
$388K
BC
1239
Burney Company
Virginia
$388K -$166K -3,748 -31%
GL
1240
Gerber LLC
Ohio
$387K +$133 +3 +0%
SC
1241
Stephens Consulting
Michigan
$387K +$6.03K +136 +2%
PWPS
1242
Pinnacle Wealth Planning Services
Ohio
$386K -$8.52K -192 -2%
AIA
1243
Alera Investment Advisors
Illinois
$386K +$376K +8,478 New
SWA
1244
SFMG Wealth Advisors
Texas
$385K -$7.94K -179 -2%
FTC
1245
Farmers Trust Company
Ohio
$384K
CNBT
1246
Canandaigua National Bank & Trust
New York
$383K -$32.2K -726 -8%
SFC
1247
SYM Financial Corp
Indiana
$383K +$373K +8,406 New
IRC
1248
Investors Research Corp
Georgia
$381K -$48.8K -1,100 -12%
BCM
1249
Birmingham Capital Management
Alabama
$381K
KFGK
1250
Keystone Financial Group (Kentucky)
Kentucky
$381K +$18.8K +423 +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.