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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.11B -$169M -3,804,353 -2%
BlackRock
2
BlackRock
New York
$5.72B -$51.8M -1,166,536 -0.9%
State Street
3
State Street
Massachusetts
$3.24B +$78M +1,758,483 +3%
Capital World Investors
4
Capital World Investors
California
$3.05B -$176M -3,974,020 -6%
Charles Schwab
5
Charles Schwab
California
$2.59B +$11M +247,265 +0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.81B +$9.12M +205,625 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$854M -$1.25B -28,096,124 -60%
Goldman Sachs
8
Goldman Sachs
New York
$791M +$452M +10,193,959 +142%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$726M +$149M +3,350,775 +27%
Northern Trust
10
Northern Trust
Illinois
$711M -$5.83M -131,339 -0.8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$642M -$24.9M -561,763 -4%
Bank of America
12
Bank of America
North Carolina
$563M -$32.7M -735,982 -6%
Capital Research Global Investors
13
Capital Research Global Investors
California
$549M -$124K -2,796 -0%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$531M -$350M -7,888,107 -40%
Harris Associates
15
Harris Associates
Illinois
$521M +$22.3M +502,728 +5%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$497M -$19.7M -443,920 -4%
Invesco
17
Invesco
Georgia
$490M -$41.2M -928,964 -8%
JP Morgan Chase
18
JP Morgan Chase
New York
$466M +$104M +2,337,981 +30%
Ameriprise
19
Ameriprise
Minnesota
$453M -$204K -4,589 -0%
Legal & General Group
20
Legal & General Group
United Kingdom
$412M -$17.5M -393,485 -4%
VanEck Associates
21
VanEck Associates
New York
$397M -$2.38M -53,610 -0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$321M -$25.6M -575,902 -8%
AQR Capital Management
23
AQR Capital Management
Connecticut
$295M +$57.7M +1,299,703 +25%
UBS Group
24
UBS Group
Switzerland
$288M +$1.92M +43,176 +0.7%
First Trust Advisors
25
First Trust Advisors
Illinois
$277M +$10.6M +239,922 +4%

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.