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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
TFF
1601
The Family Firm
Maryland
$205K +$199K +4,495 New
MFC
1602
Mechanics Financial Corp
Ohio
$205K -$18.9K -425 -9%
KWM
1603
Kolinsky Wealth Management
New Jersey
$204K +$198K +4,470 New
ACS
1604
Archford Capital Strategies
Illinois
$202K +$197K +4,441 New
TWP
1605
Triad Wealth Partners
Kansas
$202K +$197K +4,435 New
IIC
1606
Ironwood Investment Counsel
Arizona
$202K +$196K +4,427 New
AFO
1607
Allie Family Office
Florida
$201K +$196K +4,415 New
LWM
1608
LongView Wealth Management
Georgia
$201K +$195K +4,406 New
EW
1609
Element Wealth
Mississippi
$201K +$195K +4,406 New
VWM
1610
Venturi Wealth Management
Texas
$201K +$59.5K +1,341 +44%
BBI
1611
Baxter Bros Inc
Connecticut
$200K +$195K +4,400 New
GC
1612
Garde Capital
Washington
$199K
AFWM
1613
Abich Financial Wealth Management
Virginia
$199K +$38.8K +875 +25%
SIS
1614
Sound Income Strategies
Florida
$198K +$43.4K +978 +29%
RS
1615
Rakuten Securities
Japan
$189K -$25.8K -582 -12%
GI
1616
Gradient Investments
Minnesota
$187K +$104K +2,349 +134%
JWM
1617
Janiczek Wealth Management
Colorado
$184K +$8.78K +198 +5%
SOW
1618
State of Wyoming
Wyoming
$184K -$33.1K -746 -16%
BBPWM
1619
Blue Bell Private Wealth Management
Pennsylvania
$182K +$89 +2 +0.1%
CCG
1620
Ceeto Capital Group
Florida
$181K
LWANC
1621
Laurel Wealth Advisors (North Carolina)
North Carolina
$181K +$6.25K +141 +4%
SGC
1622
Slocum, Gordon & Co
Rhode Island
$180K -$8.43K -190 -5%
YDMI
1623
Y.D. More Investments
Israel
$178K +$173K +3,900 New
SWM
1624
Sugarloaf Wealth Management
Georgia
$175K +$21.6K +488 +15%
CHC
1625
City Holding Co
West Virginia
$170K -$19.7K -445 -11%

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.