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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
SMA
1426
Seven Mile Advisory
New Jersey
$274K +$266K +6,006 New
MA
1427
Mezzasalma Advisors
New Jersey
$273K +$266K +6,004 New
GWA
1428
Gratus Wealth Advisors
Virginia
$272K
FBT
1429
First Bankers Trust
Kentucky
$272K -$3.33K -75 -1%
1WM
1430
1900 Wealth Management
Texas
$272K +$621 +14 +0.2%
TIA
1431
Tandem Investment Advisors
South Carolina
$270K -$7.32K -165 -3%
CSC
1432
Caldwell Sutter Capital
California
$270K -$15.3K -345 -6%
FCB
1433
First County Bank
Connecticut
$269K -$20.6K -464 -7%
CFFP
1434
Center for Financial Planning
Michigan
$269K -$3.77K -85 -1%
EB
1435
Emprise Bank
Kansas
$269K +$53.5K +1,205 +26%
SPWM
1436
Schrum Private Wealth Management
Florida
$269K
FL
1437
Fort LP
Maryland
$268K +$18.6K +419 +8%
SAM
1438
SignalPoint Asset Management
Missouri
$266K +$1.51K +34 +0.6%
HFS
1439
Howard Financial Services
Texas
$266K +$1.55K +35 +0.6%
TNBTD
1440
Trustmark National Bank Trust Department
Mississippi
$265K -$16K -360 -6%
CL
1441
COWA LLC
Oklahoma
$264K
AWM
1442
Aberdeen Wealth Management
Illinois
$264K
WFA
1443
WMG Financial Advisors
Tennessee
$263K +$10.2K +229 +4%
MF
1444
Manchester Financial
California
$262K
COI
1445
Connable Office Inc
Michigan
$262K
NCM
1446
Next Capital Management
New York
$261K +$43.4K +978 +21%
OWA
1447
Opal Wealth Advisors
New York
$260K -$20.8K -469 -8%
EIP
1448
Ellis Investment Partners
Pennsylvania
$260K -$86.6K -1,951 -25%
EIM
1449
Ervin Investment Management
Washington
$260K
MHIC
1450
Marble Harbor Investment Counsel
Massachusetts
$259K -$8.34K -188 -3%

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.