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Altria Group

1,913 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: 1,8991,913 (+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
1,913
Holders Change
+14
Holders Change %
+0.74%
% of All Funds
27.63%
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
DPW
1701
DiNuzzo Private Wealth
Pennsylvania
$89K +$710 +16 +0.8%
M
1702
MOTCO
Texas
$88.1K
WAS
1703
Winch Advisory Services
Wisconsin
$87.5K +$40.5K +913 +91%
EWM
1704
Evermay Wealth Management
Virginia
$87.1K
PFA
1705
Pathway Financial Advisers
Indiana
$86.6K +$2.53K +57 +3%
MB
1706
Mizuho Bank
Japan
$86.5K +$84.3K +1,900 New
WWP
1707
WR Wealth Planners
Missouri
$86K +$2.31K +52 +3%
AFG
1708
Albion Financial Group
Utah
$85.6K -$39.4K -889 -32%
BCM
1709
Basso Capital Management
Connecticut
$82.6K
OLVIG
1710
Oliver Lagore Vanvalin Investment Group
Michigan
$81.9K +$23.5K +530 +42%
TIM
1711
Thompson Investment Management
Wisconsin
$80.3K
UWS
1712
Unique Wealth Strategies
Illinois
$80.1K +$81.5K +1,836 New
WIA
1713
Wetzel Investment Advisors
Indiana
$77.3K
CP
1714
Castleview Partners
Texas
$76.3K +$6.66K +150 +10%
SN
1715
Sittner & Nelson
Oregon
$75.9K
PWMG
1716
Prestige Wealth Management Group
New Jersey
$75K
NECFA
1717
New England Capital Financial Advisors
Connecticut
$74.8K +$1.51K +34 +2%
HC
1718
Hoese & Co
Minnesota
$74K
ME
1719
McIlrath & Eck
Washington
$73.1K +$10.5K +236 +17%
PG
1720
Proffitt & Goodson
Tennessee
$73K
PCFFS
1721
Pacific Center for Financial Services
California
$73K
SWC
1722
Spectrum Wealth Counsel
Indiana
$72.8K
CB
1723
Community Bank
New York
$72.6K
UCB
1724
United Community Bank
South Carolina
$72.1K +$70.2K +1,583 New
CWM
1725
Cranbrook Wealth Management
Michigan
$72K +$621 +14 +0.9%

MO Hedge Fund Activity: Q2 2024 in Review

1,913 of the 6,924 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.

  • 1,913 institutional investors held Altria Group (MO) as of Q2 2024, up from 1,899 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.