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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
HDIM
1876
Hanson & Doremus Investment Management
Vermont
$7K
PCM
1877
Penserra Capital Management
California
$7K
KHC
1878
Koesten Hirschmann & Crabtree
Kansas
$6.98K
EL
1879
EMFO LLC
Florida
$6.83K
SC
1880
Swan Capital
Florida
$6.83K +$6.66K +150 New
CJH
1881
Christopher J. Hasenberg
Wisconsin
$6.38K +$6.21K +140 New
PS
1882
PayPay Securities
Japan
$6.24K -$7.32K -165 -55%
ACM
1883
Anfield Capital Management
California
$5.65K +$1.06K +24 +24%
AP
1884
Aspect Partners
Virginia
$5.19K +$2.08K +47 +70%
TWD
1885
True Wealth Design
Ohio
$5.01K -$38.8K -875 -89%
CTB
1886
Country Trust Bank
Illinois
$5.01K +$444 +10 +10%
MFT
1887
Moisand Fitzgerald Tamayo
Florida
$4.55K
RTL
1888
Red Tortoise LLC
Georgia
$4.55K
MS
1889
Mizuho Securities
Japan
$4.55K +$3.11K +70 +233%
DF
1890
Dunhill Financial
United Kingdom
$4.08K -$2.08K -47 -35%
Kayne Anderson Rudnick Investment Management
1891
Kayne Anderson Rudnick Investment Management
California
$3.99K +$532 +12 +16%
TCA
1892
Trifecta Capital Advisors
Illinois
$3.6K
CIAS
1893
CBIZ Investment Advisory Services
Ohio
$3.19K -$8.87K -200 -74%
HFS
1894
HBC Financial Services
Washington
$3K
MBFW
1895
Morton Brown Family Wealth
Pennsylvania
$2.96K +$2.66K +60 New
FNWA
1896
Financial Network Wealth Advisors
Utah
$2.67K +$2.44K +55 New
AWM
1897
Abound Wealth Management
Tennessee
$2.66K -$6.25K -141 -71%
EPW
1898
Evergreen Private Wealth
Colorado
$2.5K
ZRP
1899
Zynergy Retirement Planning
New Jersey
$2.28K +$2.22K +50 New
SIC
1900
SJS Investment Consulting
Ohio
$1.91K +$266 +6 +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.