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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
BHWM
1476
Bar Harbor Wealth Management
New Hampshire
$248K -$13.3K -300 -5%
WCF
1477
West Coast Financial
California
$248K
VIA
1478
Virtus Investment Advisers
Connecticut
$248K +$242K +5,450 New
MFG
1479
Midwest Financial Group
Kansas
$248K -$3.33K -75 -1%
LIM
1480
Letson Investment Management
Georgia
$248K
FBC
1481
Fairfield, Bush & Co
Connecticut
$248K
HIA
1482
Harbor Investment Advisory
Maryland
$248K -$1.29K -29 -0.5%
GWWM
1483
Great Waters Wealth Management
Minnesota
$248K
JC
1484
JB Capital
Connecticut
$247K +$16.3K +368 +7%
TPI
1485
Trust Point Inc
Wisconsin
$247K -$15.8K -356 -6%
AA
1486
Axiom Advisory
California
$247K +$250K +5,634 New
LFA
1487
Legacy Financial Advisors
Kentucky
$246K -$3.95K -89 -2%
FPCP
1488
Fort Point Capital Partners
California
$246K -$1.77K -40 -0.7%
BHIA
1489
Birch Hill Investment Advisors
Massachusetts
$246K
TA
1490
TrueWealth Advisors
Alabama
$246K -$11.8K -266 -5%
WFI
1491
West Family Investments
California
$245K +$1.15K +26 +0.5%
VC
1492
Vestor Capital
Illinois
$245K -$18.3K -413 -7%
AWM
1493
Act Wealth Management
Texas
$244K +$8.47K +191 +4%
6F
1494
626 Financial
Michigan
$244K
ZIC
1495
ZWJ Investment Counsel
Georgia
$243K -$19.5K -439 -8%
UF
1496
Univest Financial
Pennsylvania
$243K
NB
1497
Northwest Bancshares
Pennsylvania
$243K -$53.2K -1,200 -18%
HTHT
1498
Hemenway Trust Hemenway Trust
New Hampshire
$243K +$1.24K +28 +0.5%
SAS
1499
Stelac Advisory Services
New York
$242K
NEWAS
1500
N.E.W. Advisory Services
Wisconsin
$241K -$21.3K -481 -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.