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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
CAS
1626
Coppell Advisory Solutions
Texas
$169K +$165K +3,710 New
USB
1627
Union Savings Bank
Connecticut
$168K
DIP
1628
DT Investment Partners
Pennsylvania
$167K
WIM
1629
Westside Investment Management
California
$166K
MLA
1630
MB, Levis & Associates
Pennsylvania
$165K +$2K +45 +1%
BAM
1631
Bellevue Asset Management
Washington
$164K +$2.53K +57 +2%
CJ
1632
Caitlin John
Michigan
$164K +$118K +2,658 +279%
ATC
1633
Adirondack Trust Company
New York
$163K +$8.92K +201 +6%
FDCP
1634
Foster Dykema Cabot & Partners
Massachusetts
$163K
FMTCOCP
1635
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$162K
PSB
1636
Piscataqua Savings Bank
New Hampshire
$162K
CH
1637
Cromwell Holdings
Wyoming
$161K +$154K +3,464 New
QL
1638
Quarry LP
New York
$159K +$58.3K +1,313 +60%
APW
1639
Acima Private Wealth
Virginia
$157K
CAL
1640
Capital Advisors Ltd
Ohio
$157K +$5.59K +126 +4%
EBA
1641
Eagle Bay Advisors
New York
$155K
CPG
1642
Cornerstone Planning Group
New Jersey
$154K +$115K +2,599 +493%
RMC
1643
Resources Management Corp
Connecticut
$151K +$2.22K +50 +2%
DJSG
1644
D.J. St. Germain
Massachusetts
$151K -$3.11K -70 -2%
PP
1645
PFS Partners
New Jersey
$149K -$40K -902 -22%
FCAS
1646
First Command Advisory Services
Texas
$147K +$144K +3,238 New
FC
1647
Fairscale Capital
New Hampshire
$146K +$135K +3,048 New
APC
1648
Aspire Private Capital
North Carolina
$145K +$1.06K +24 +0.8%
RWMG
1649
Redwood Wealth Management Group
New Jersey
$145K +$141K +3,176 New
OA
1650
Operose Advisors
Wisconsin
$143K -$63.9K -1,440 -32%

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.