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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
CA
1301
Callahan Advisors
Texas
$339K -$6.25K -141 -2%
RFA
1302
Register Financial Advisors
Georgia
$338K +$29.9K +674 +10%
NWM
1303
Northcape Wealth Management
New York
$338K +$113K +2,539 +52%
KWMG
1304
King Wealth Management Group
Florida
$337K +$843 +19 +0.3%
ACG
1305
Allen Capital Group
Nebraska
$337K +$26K +585 +9%
DWT
1306
Dorsey & Whitney Trust
South Dakota
$336K -$49.2K -1,110 -13%
ET
1307
Equitable Trust
Tennessee
$336K -$23K -519 -7%
FDDB
1308
Fidelity D&D Bancorp
Pennsylvania
$336K -$28.8K -650 -8%
KFA
1309
Krane Funds Advisors
New York
$335K +$326K +7,352 New
TW
1310
TrinityPoint Wealth
Connecticut
$335K +$9.67K +218 +3%
AWAP
1311
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$335K -$55.9K -1,261 -15%
PPWP
1312
Premier Path Wealth Partners
New Jersey
$334K +$52.4K +1,181 +19%
ES
1313
ETF Store
Kansas
$333K -$636K -14,344 -66%
JFG
1314
Jefferies Financial Group
New York
$333K +$324K +7,306 New
OIC
1315
Orion Investment Company
Missouri
$333K +$324K +7,301 New
SAF
1316
Smith Anglin Financial
Texas
$332K -$9.54K -215 -3%
HCM
1317
Howland Capital Management
Massachusetts
$331K
CIA
1318
Choate Investment Advisors
Massachusetts
$330K -$106K -2,399 -25%
GPW
1319
Gentry Private Wealth
Kansas
$330K +$321K +7,243 New
SSW
1320
Smith Shellnut Wilson
Mississippi
$330K
MAG
1321
Mayfair Advisory Group
Alabama
$329K +$10.4K +234 +4%
WTA
1322
Washington Trust Advisors
Massachusetts
$329K -$124K -2,800 -28%
EWM
1323
EPG Wealth Management
Georgia
$328K -$319K -7,189 Closed
EP
1324
Edgestream Partners
New Jersey
$328K -$1.74M -39,111 -84%
RCM
1325
Raleigh Capital Management
North Carolina
$328K -$112K -2,518 -26%

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.