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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
CCM
1651
Chilton Capital Management
Texas
$142K -$29.8K -671 -18%
S
1652
Sachetta
Massachusetts
$140K +$8.52K +192 +7%
ITIM
1653
Indiana Trust & Investment Management
Indiana
$139K -$18.8K -423 -12%
AA
1654
AlphaMark Advisors
Kentucky
$138K +$133 +3 +0.1%
ACA
1655
American Capital Advisory
Idaho
$138K +$16.2K +365 +12%
JEST
1656
JTC Employer Solutions Trustee
Jersey
$137K
KFI
1657
Key Financial Inc
Pennsylvania
$137K
CCMW
1658
Cypress Capital Management (Wyoming)
Wyoming
$135K
TLA
1659
Tanglewood Legacy Advisors
Texas
$134K
JWA
1660
JFS Wealth Advisors
Pennsylvania
$133K +$1.69K +38 +1%
PCMC
1661
Planning Capital Management Corporation
Pennsylvania
$133K +$932 +21 +0.7%
SWP
1662
SIMA Wealth Partners
Virginia
$133K +$129K +2,914 New
FWA
1663
FSC Wealth Advisors
New York
$132K +$6.66K +150 +5%
AGWCA
1664
Annis Gardner Whiting Capital Advisors
Florida
$130K +$36.8K +829 +42%
MRCM
1665
M&R Capital Management
New Jersey
$130K +$355 +8 +0.3%
PAI
1666
Pittenger & Anderson Inc
Nebraska
$128K -$7.23K -163 -6%
KB
1667
Kimelman & Baird
New York
$127K +$123K +2,779 New
CTWM
1668
Cherry Tree Wealth Management
Minnesota
$126K -$25.6K -578 -17%
WOC
1669
West Oak Capital
California
$125K
CM
1670
Capula Management
Cayman Islands
$124K -$905K -20,394 -88%
NI
1671
NCP Inc
California
$123K
CWM
1672
CarsonAllaria Wealth Management
Illinois
$123K -$15.7K -353 -12%
VCM
1673
Versant Capital Management
Arizona
$117K +$48.3K +1,089 +74%
RDIA
1674
RE Dickinson Investment Advisors
Iowa
$115K
JGIA
1675
Jackson Grant Investment Advisers
Connecticut
$113K +$2.08K +47 +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.