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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
PFSC
1376
Peoples Financial Services Corp
Pennsylvania
$296K
ZIG
1377
Zullo Investment Group
Pennsylvania
$294K -$12.4K -279 -4%
WDA
1378
Wendell David Associates
New Hampshire
$294K
TCWM
1379
Total Clarity Wealth Management
Illinois
$294K -$39.7K -895 -12%
LWM
1380
LJI Wealth Management
Indiana
$293K +$4.44K +100 +2%
QPBE
1381
Quintet Private Bank (Europe)
Luxembourg
$293K -$16.5K -373 -6%
SXL
1382
Summit X LLC
Missouri
$293K +$22.2K +501 +8%
PA
1383
PFG Advisors
Arizona
$292K -$16.3K -367 -5%
AT
1384
Arden Trust
Delaware
$292K
APA
1385
Astoria Portfolio Advisors
New York
$291K +$18.4K +415 +7%
BIP
1386
Blueprint Investment Partners
North Carolina
$291K +$283K +6,381 New
BWP
1387
Barlow Wealth Partners
Kentucky
$290K
CFCI
1388
Comprehensive Financial Consultants Institutional
Indiana
$288K -$399 -9 -0.1%
BFG
1389
Bouchey Financial Group
New York
$287K -$80.8K -1,822 -22%
VC
1390
Vicus Capital
Pennsylvania
$287K +$13.7K +309 +5%
WB
1391
West Bancorporation
Iowa
$286K
AC
1392
Abbrea Capital
California
$286K -$11.1K -250 -4%
CA
1393
Carson Advisory
Georgia
$286K -$2.97K -67 -1%
SIM
1394
Stratos Investment Management
Ohio
$285K +$16.6K +374 +6%
RCA
1395
Resonant Capital Advisors
Wisconsin
$284K +$21.6K +487 +9%
LA
1396
Lane & Associates
New Jersey
$283K -$15.1K -340 -5%
LSIA
1397
LaSalle St. Investment Advisors
Illinois
$283K -$14.6K -328 -5%
FWP
1398
Firethorn Wealth Partners
Georgia
$282K +$4.39K +99 +2%
AAM
1399
Augustine Asset Management
Florida
$281K
FAT
1400
First American Trust
California
$281K +$2.04K +46 +0.8%

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.