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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
LI
1776
Louisbourg Investments
New Brunswick, Canada
$39.2K
PA
1777
Pineridge Advisors
Missouri
$39.1K +$1.24K +28 +3%
CFS
1778
CGC Financial Services
Oregon
$38.7K
ICM
1779
Islay Capital Management
Texas
$38.4K
RTC
1780
Riverview Trust Company
Washington
$37.3K
SWA
1781
SOA Wealth Advisors
New York
$36.6K -$7.59K -171 -18%
MIM
1782
Meridiem Investment Management
United Kingdom
$36.4K -$66.5K -1,500 -65%
MSWM
1783
Mowery & Schoenfeld Wealth Management
Illinois
$36.4K
WWM
1784
Wolff Wiese Magana
California
$36K -$4.39K -99 -11%
AEPWM
1785
Atlantic Edge Private Wealth Management
Florida
$35.7K -$215K -4,840 -86%
PIS
1786
POM Investment Strategies
North Carolina
$35.4K +$399 +9 +1%
FFA
1787
Frazier Financial Advisors
Ohio
$34.8K +$15.5K +350 +84%
IHWM
1788
Iron Horse Wealth Management
Iowa
$34.8K +$44 +1 +0.1%
DWS
1789
Dynamic Wealth Strategies
California
$34K
UIA
1790
Ulland Investment Advisors
Minnesota
$34K
AT
1791
Arlington Trust
Alabama
$33.7K +$26.6K +600 +432%
ADL
1792
Asset Dedication LLC
California
$32.8K
TIM
1793
Tortoise Investment Management
New York
$32.7K +$222 +5 +0.7%
RWA
1794
Redmont Wealth Advisors
Illinois
$32.2K -$36.3K -818 -54%
BCA
1795
Bray Capital Advisors
Florida
$31.7K
EC
1796
EntryPoint Capital
New York
$31.2K -$22.1K -497 -42%
WCM
1797
Westend Capital Management
California
$30.7K
RWM
1798
Ruedi Wealth Management
Illinois
$30.6K +$976 +22 +3%
WOSD
1799
WFA of San Diego
California
$30.4K +$29.6K +668 New
VWM
1800
Valley Wealth Managers
New Jersey
$30.4K +$11.5K +260 +64%

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.