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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
WF
1451
Wayfinding Financial
Washington
$259K +$20.5K +461 +9%
AAP
1452
Arax Advisory Partners
Colorado
$259K +$163K +3,673 +183%
TBNY
1453
Trustco Bank (New York)
New York
$258K -$4.97K -112 -2%
CA
1454
Calton & Associates
Florida
$258K +$710 +16 +0.3%
KCM
1455
Kornitzer Capital Management
Kansas
$258K -$7.5K -169 -3%
PGAM
1456
Princeton Global Asset Management
New Jersey
$258K
AIFAIM
1457
American Institute for Advanced Investment Management
Arizona
$258K
RWP
1458
Ridgecrest Wealth Partners
California
$257K +$251K +5,651 New
PIA
1459
Perennial Investment Advisors
California
$257K +$45.6K +1,027 +22%
GCM
1460
Gladius Capital Management
Illinois
$257K -$54.8K -1,235 -18%
BMO
1461
Beck Mack & Oliver
New York
$256K -$13.3K -299 -5%
EIA
1462
Edgemoor Investment Advisors
Maryland
$256K -$6.7K -151 -3%
WWS
1463
Wellington Wealth Strategies
Indiana
$256K +$249K +5,620 New
BCM
1464
Bienville Capital Management
New York
$256K
MSWM
1465
McGlone Suttner Wealth Management
Wisconsin
$255K -$31K -698 -10%
SIA
1466
Soltis Investment Advisors
Utah
$255K +$44.4K +1,001 +22%
AF
1467
Arrow Financial
New York
$253K -$6.66K -150 -3%
CFS
1468
CRA Financial Services
New Jersey
$252K +$488 +11 +0.2%
FFO
1469
Fiduciary Family Office
Florida
$251K +$6.08K +137 +3%
SIA
1470
Sage Investment Advisers
New York
$251K +$1.02K +23 +0.4%
SMA
1471
Sage Mountain Advisors
Georgia
$251K -$10.9K -246 -4%
SIA
1472
Schechter Investment Advisors
Michigan
$250K +$5.37K +121 +2%
SSWM
1473
Smith Salley Wealth Management
North Carolina
$250K -$24.2K -546 -9%
MBI
1474
May Barnhard Investments
Maryland
$250K +$5.19K +117 +2%
IGWM
1475
ICA Group Wealth Management
Colorado
$250K -$591K -13,313 -71%

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.