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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
BWM
2001
BKM Wealth Management
Wisconsin
-$148K -3,384 Closed
NIC
2002
Northwest Investment Counselors
Oregon
-$144K -3,306 Closed
KLWA
2003
Kelly Lawrence W & Associates
California
-$118K -2,715 Closed
NJIM
2004
Nabity-Jensen Investment Management
Nebraska
-$109K -2,500 Closed
PH
2005
Pinnacle Holdings
Oklahoma
-$101K -2,319 Closed
ACM
2006
ADAR1 Capital Management
Texas
-$87.2K -2,000 Closed
GPFA
2007
Game Plan Financial Advisors
Ohio
-$87.2K -2,000 Closed
GFL
2008
Granite FO LLC
New Hampshire
-$69.3K -1,302 Closed
BL
2009
Bleichroeder LP
New York
-$52.3K -1,200 Closed
LGF
2010
LGT Group Foundation
Liechtenstein
-$50.9K -1,168 Closed
IFS
2011
Intelligent Financial Strategies
Minnesota
-$35.7K -800 Closed
MTCM
2012
Mint Tower Capital Management
Netherlands
-$23K -530 Closed
FSWA
2013
Financial Synergies Wealth Advisors
Texas
-$18.6K -426 Closed
LF
2014
LifeSteps Financial
California
-$9.81K -225 Closed
CWAF
2015
Core Wealth Advisors (Florida)
Florida
-$7.42K -170 Closed
PAM
2016
Palisade Asset Management
Minnesota
-$6.54K -150 Closed
MWM
2017
Mascoma Wealth Management
New Hampshire
-$4.36K -100 Closed
FPF
2018
First Pacific Financial
Washington
-$2.49K -57 Closed
WPWM
2019
Western Pacific Wealth Management
Illinois
-$2.44K -56 Closed
TWP
2020
TFO Wealth Partners
Ohio
-$305 -7 Closed
BIC
2021
Beach Investment Counsel
Pennsylvania
+$444 +10 New

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.