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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
JAG
1501
Journey Advisory Group
Kentucky
$241K
CFD
1502
Creative Financial Designs
Indiana
$240K +$30.6K +690 +15%
SLC
1503
Second Line Capital
Louisiana
$240K +$230K +5,175 New
NPFS
1504
Novak & Powell Financial Services
Florida
$239K +$399 +9 +0.2%
FA
1505
FSA Advisors
Michigan
$239K +$29.4K +663 +14%
SCM
1506
Steele Capital Management
Iowa
$239K +$228K +5,132 New
FWP
1507
FAS Wealth Partners
Kansas
$239K +$1.82K +41 +0.8%
SFC
1508
Strategic Financial Concepts
Texas
$238K +$11.9M +268,785 +2,586%
FAG
1509
Fortitude Advisory Group
Washington
$238K -$38.5K -867 -14%
BCMLT
1510
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K -$140K -3,159 -38%
JLBC
1511
J.L. Bainbridge & Co
Florida
$236K +$1.77K +40 +0.8%
HB
1512
HTLF Bank
Colorado
$236K -$2.62K -59 -1%
MFG
1513
Mosaic Financial Group
Illinois
$235K -$3.95K -89 -2%
PB
1514
Pinnacle Bancorp
Nebraska
$235K -$116K -2,610 -34%
AIC
1515
Archer Investment Corporation
Indiana
$234K +$1.38K +31 +0.6%
PCP
1516
Proficio Capital Partners
Massachusetts
$234K +$21.6K +487 +10%
ST
1517
Smithfield Trust
Pennsylvania
$234K
CICI
1518
Capital Investment Counsel Inc
North Carolina
$234K
CAM
1519
Concorde Asset Management
Michigan
$233K -$17.9K -404 -7%
OFS
1520
OMC Financial Services
New York
$233K
LWM
1521
Lakeridge Wealth Management
Ohio
$233K +$17.6K +396 +8%
AC
1522
Allstate Corporation
Illinois
$233K +$227K +5,106 New
EWM
1523
Executive Wealth Management
Michigan
$232K -$5.95K -134 -3%
TFA
1524
Toth Financial Advisory
Virginia
$232K +$44 +1 +0%
GA
1525
GFS Advisors
Texas
$232K -$211K -4,747 -93%

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.