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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
SAM
1726
S.A. Mason
Michigan
$71.3K
AWM
1727
Atticus Wealth Management
Florida
$70.1K +$355 +8 +0.5%
BC
1728
Barrett & Company
Rhode Island
$69.7K +$3.68K +83 +6%
BWAM
1729
Boyd Watterson Asset Management
Ohio
$68K
TC
1730
Tacita Capital
Ontario, Canada
$67.6K
KA
1731
Kozak & Associates
Colorado
$66.6K
PCTC
1732
Perkins Coie Trust Company
Washington
$66.5K
PBK
1733
Peoples Bank (Kansas)
Kansas
$65.6K +$8.87K +200 +16%
TCCM
1734
Timber Creek Capital Management
Massachusetts
$65.6K
BIA
1735
Bell Investment Advisors
California
$65.2K +$3.15K +71 +5%
CA
1736
Crewe Advisors
Utah
$63.9K -$5.99K -135 -9%
PWM
1737
Partnership Wealth Management
Maryland
$62.4K +$266 +6 +0.4%
CH
1738
Canton Hathaway
Rhode Island
$61K
CP
1739
Camelot Portfolios
Ohio
$60.3K +$58.7K +1,324 New
MHR
1740
Matthew Hamilton Rosenberg
$59.7K -$9.98K -225 -15%
CAM
1741
Costello Asset Management
Pennsylvania
$59.2K
ETS
1742
ESL Trust Services
New York
$59.2K
FCT
1743
First Community Trust
Iowa
$59.2K
LFASL
1744
Lugano Financial Advisors SA (LFA)
Switzerland
$59.2K +$57.7K +1,300 New
EC
1745
EdgeRock Capital
Colorado
$58.6K +$57K +1,285 New
SA
1746
Scarborough Advisors
Maryland
$58.4K +$8.87K +200 +18%
HB
1747
Horizon Bancorp
Indiana
$58K -$8.38K -189 -13%
B
1748
Birchbrook
Maine
$56.9K
QC
1749
Quent Capital
New York
$56.4K +$3.77K +85 +7%
WBC
1750
West Branch Capital
Massachusetts
$54.7K -$665 -15 -1%

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.