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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
ACIM
1276
Azimuth Capital Investment Management
Michigan
$361K -$1.11K -25 -0.3%
WDL
1277
Well Done LLC
Michigan
$360K +$65.9K +1,485 +23%
VCG
1278
Vantage Consulting Group
Virginia
$359K -$27.8K -627 -7%
MFGM
1279
Marshall Financial Group (Maryland)
Maryland
$359K +$350K +7,884 New
ACM
1280
AlphaStar Capital Management
North Carolina
$358K +$24.2K +546 +7%
HIC
1281
Harvey Investment Company
Kentucky
$357K
FTWA
1282
Fifth Third Wealth Advisors
Ohio
$355K +$345K +7,785 New
DSA
1283
Droms Strauss Advisors
Missouri
$354K -$115K -2,588 -25%
BO
1284
Bank OZK
Arkansas
$354K -$10.4K -235 -3%
HAS
1285
Holland Advisory Services
Florida
$351K +$7.14K +161 +2%
WPP
1286
Whalerock Point Partners
Rhode Island
$351K
OIA
1287
Optimum Investment Advisors
Illinois
$350K -$44.4K -1,000 -12%
PJSIMP
1288
P.J. Schmidt Investment Management (PJS)
Wisconsin
$349K -$126K -2,848 -27%
EAM
1289
Evanson Asset Management
California
$349K -$2.26K -51 -0.7%
FWTB
1290
First Western Trust Bank
Colorado
$349K -$22.7K -512 -6%
HBT
1291
Hills Bank & Trust
Iowa
$348K
GD
1292
Grandfield & Dodd
New York
$346K
FCA
1293
FinTrust Capital Advisors
South Carolina
$345K -$90.4K -2,037 -21%
CWS
1294
Cypress Wealth Services
California
$345K +$20.9K +470 +7%
CCG
1295
Catalina Capital Group
California
$344K +$335K +7,558 New
HTIM
1296
Harbour Trust & Investment Management
Indiana
$344K -$42.2K -952 -11%
CI Investments Inc
1297
CI Investments Inc
Ontario, Canada
$343K +$1.82K +41 +0.5%
SDAM
1298
Shulman DeMeo Asset Management
New York
$342K -$39.8K -898 -11%
PFA
1299
Pure Financial Advisors
California
$341K +$2.48K +56 +0.8%
EFL
1300
ERn Financial LLC
Wisconsin
$341K -$42.2K -951 -11%

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.