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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
IFWM
1526
Institute for Wealth Management
Colorado
$231K +$399 +9 +0.2%
RPWA
1527
Regent Peak Wealth Advisors
Georgia
$231K -$20.2K -456 -8%
BIA
1528
Barry Investment Advisors
Massachusetts
$230K +$2.26K +51 +1%
LRWA
1529
Long Run Wealth Advisors
New York
$230K +$4.48K +101 +2%
MPI
1530
Mairs & Power Inc
Minnesota
$230K +$133 +3 +0.1%
TIA
1531
Traphagen Investment Advisors
New Jersey
$230K -$799 -18 -0.4%
FUBT
1532
First United Bank & Trust
Maryland
$229K -$31.1K -700 -12%
BIAS
1533
Beacon Investment Advisory Services
New Jersey
$228K +$2.93K +66 +1%
FFG
1534
Frisch Financial Group
New York
$228K -$49.9K -1,125 -18%
AWP
1535
Atlas Wealth Partners
Pennsylvania
$228K
SDWIA
1536
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$228K
AA
1537
Alta Advisers
United Kingdom
$228K
FFWA
1538
Forthright Family Wealth Advisory
Texas
$228K
GWM
1539
Greenhouse Wealth Management
Connecticut
$227K
WA
1540
WealthTrust Axiom
Pennsylvania
$227K
FFA
1541
Fragasso Financial Advisors
Pennsylvania
$226K -$60.5K -1,363 -22%
IDA
1542
Intelligence Driven Advisers
California
$226K +$220K +4,956 New
GIA
1543
Guyasuta Investment Advisors
Pennsylvania
$225K
JF
1544
JSF Financial
California
$224K -$43.3K -976 -17%
OHWP
1545
Oak Harbor Wealth Partners
North Carolina
$223K -$21.1K -475 -9%
YAM
1546
Yacktman Asset Management
Texas
$223K -$39.9K -900 -16%
AWS
1547
Arkfeld Wealth Strategies
Nebraska
$223K +$1.06K +24 +0.5%
WAG
1548
Wheelhouse Advisory Group
Missouri
$223K +$215K +4,838 New
SCG
1549
Sonata Capital Group
Washington
$222K
D
1550
Diversified
Delaware
$222K +$3.99K +90 +2%

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.