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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
YWS
1326
Yarger Wealth Strategies
Ohio
$327K +$7.94K +179 +3%
TFG
1327
Taylor Financial Group
Virginia
$327K
DSN
1328
D. Scott Neal
Kentucky
$326K
PJWM
1329
Philip James Wealth Mangement
Georgia
$325K -$53K -1,194 -14%
SPWG
1330
Sage Private Wealth Group
Illinois
$325K -$58.2K -1,311 -16%
CPSAC
1331
Chas P. Smith & Associates (CPS)
Florida
$325K +$49.3K +1,112 +18%
GCIM
1332
Gunn & Company Investment Management
Florida
$325K +$317K +7,135 New
CTI
1333
Community Trust & Investment
Kentucky
$325K
RG
1334
Renaissance Group
Kentucky
$325K +$12.8K +288 +4%
GFS
1335
GYL Financial Synergies
Connecticut
$324K +$10.3K +233 +3%
FBFS
1336
First Business Financial Services
Wisconsin
$324K -$44.4K -1,000 -12%
HWMA
1337
Heritage Wealth Management (Arizona)
Arizona
$324K -$2.44K -55 -0.8%
HFO
1338
Heritage Family Offices
Arizona
$324K +$315K +7,110 New
CA
1339
Claro Advisors
Massachusetts
$322K +$39.8K +898 +15%
DIM
1340
Delta Investment Management
California
$322K +$8.78K +198 +3%
SWP
1341
Summit Wealth Partners
Florida
$321K +$1.2K +27 +0.4%
SWIM
1342
Smallwood Wealth Investment Management
New Jersey
$320K -$83.2K -1,876 -21%
BSSFA
1343
Baron Silver Stevens Financial Advisors
Florida
$320K +$2.04K +46 +0.7%
FGA
1344
Fortis Group Advisors
New Jersey
$318K +$279K +6,283 +891%
SIAG
1345
Safeguard Investment Advisory Group
California
$317K +$308K +6,950 New
BCP
1346
Blue Chip Partners
Michigan
$316K -$11.6K -262 -4%
DS
1347
DRW Securities
Illinois
$316K -$411K -9,263 -57%
WCAMG
1348
Woodard & Company Asset Management Group
North Carolina
$315K
ACA
1349
Affinity Capital Advisors
California
$315K +$40.9K +921 +15%
SFG
1350
SevenBridge Financial Group
Pennsylvania
$314K +$282K +6,347 New

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.