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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
SC
1751
Steph & Co
Wisconsin
$54.7K
IRAG
1752
Investment Research & Advisory Group
Georgia
$54.5K
FPFS
1753
First Personal Financial Services
North Carolina
$54.3K +$15.5K +350 +42%
AWM
1754
Activest Wealth Management
Florida
$54.1K +$222 +5 +0.4%
MFA
1755
McClarren Financial Advisors
Pennsylvania
$54K -$63.5K -1,432 -97%
FPB
1756
First PREMIER Bank
South Dakota
$54K
HF
1757
Halpern Financial
Virginia
$53.7K
TFIPS
1758
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.6K
BLC
1759
Brown, Lisle/Cummings
Rhode Island
$52.3K
CTA
1760
Colonial Trust Advisors
South Carolina
$51.1K -$754 -17 -1%
C
1761
Covestor
United Kingdom
$51K +$3.37K +76 +7%
GTAM
1762
Global Trust Asset Management
Florida
$50.7K
OW
1763
Olistico Wealth
Oklahoma
$50.5K +$49.2K +1,109 New
SC
1764
Sawyer & Company
Massachusetts
$50K
SAG
1765
Spotlight Asset Group
Illinois
$49.9K
GEA
1766
Glen Eagle Advisors
New Jersey
$46.4K -$7.67K -173 -15%
PP
1767
Pingora Partners
Wyoming
$45.5K -$8.43K -190 -16%
ATC
1768
Advantage Trust Company
Kansas
$45.5K
CAM
1769
Creekmur Asset Management
Illinois
$45.5K +$30.8K +695 +229%
LIA
1770
Lynx Investment Advisory
District of Columbia
$44.4K +$43.3K +975 New
TVWM
1771
Tower View Wealth Management
Wisconsin
$43.5K +$577 +13 +1%
PWMG
1772
Private Wealth Management Group
New Jersey
$43.1K
GKIM
1773
GW&K Investment Management
Massachusetts
$43K -$6.12K -138 -13%
GLR
1774
Great Lakes Retirement
Ohio
$41.7K +$39.8K +896 New
BGAI
1775
Bruce G. Allen Investments
Colorado
$39.7K +$5.5K +124 +17%

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.