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Altria Group

2,166 hedge funds and large institutions have $55.4B invested in Altria Group in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 841 increasing their positions, 712 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 84

18% more repeat investments, than reductions

Existing positions increased: 841 | Existing positions reduced: 712

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more funds holding

Funds holding: 1,9912,166 (+175)

7% more capital invested

Capital invested by funds: $52B → $55.4B (+$3.39B)

0.81% more ownership

Funds ownership: 59.59%60.41% (+0.81%)

34% less call options, than puts

Call options by funds: $642M | Put options by funds: $974M

Holders
2,166
Holders Change
+175
Holders Change %
+8.79%
% of All Funds
28.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
301
Increased
841
Reduced
712
Closed
84
Calls
$642M
Puts
$974M
Net Calls
-$332M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
226
GQG Partners
Florida
$11.9M +$12.1M +226,748 New
PJWM
227
Philip James Wealth Mangement
Georgia
$11.8M -$90.4K -1,697 -0.7%
CFB
228
Cullen/Frost Bankers
Texas
$11.7M +$48.8K +917 +0.4%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$665K +12,480 +6%
NYLIM
230
New York Life Investment Management
New York
$11.6M +$22.6K +424 +0.2%
BFA
231
Benedict Financial Advisors
Georgia
$11.6M +$37.2K +699 +0.3%
OC
232
Oppenheimer & Co
New York
$11.5M +$552K +10,365 +5%
HCC
233
Hirtle Callaghan & Co
Pennsylvania
$11.4M
SDIC
234
South Dakota Investment Council
South Dakota
$11.2M -$256K -4,800 -2%
SAI
235
Systematic Alpha Investments
New Jersey
$11.1M
NAM
236
Nissay Asset Management
Japan
$11.1M -$95.5K -1,792 -0.8%
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11M +$7.32M +137,453 +189%
PFPT
238
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.9M +$147K +2,764 +1%
Wealthfront Advisers
239
Wealthfront Advisers
California
$10.8M +$2M +37,612 +22%
CGH
240
Crossmark Global Holdings
Texas
$10.8M +$304K +5,707 +3%
AWS
241
Atria Wealth Solutions
New York
$10.8M +$1.52M +28,555 +16%
MOACM
242
Mutual of America Capital Management
New York
$10.6M -$377K -7,076 -3%
X
243
Xponance
Pennsylvania
$10.6M -$151K -2,839 -1%
IIM
244
Intact Investment Management
Quebec, Canada
$10.6M -$2.97M -55,800 -22%
GAM
245
Gotham Asset Management
New York
$10.5M -$1.45M -27,181 -12%
TWC
246
TD Waterhouse Canada
Ontario, Canada
$10.4M +$3.15M +59,166 +43%
GC
247
Guggenheim Capital
Illinois
$10.4M -$446K -8,367 -4%
TI
248
Tidal Investments
Wisconsin
$10.3M -$1.14M -21,462 -10%
Jones Financial Companies
249
Jones Financial Companies
Missouri
$10.2M +$4.38M +82,313 +73%
IPAM
250
ICICI Prudential Asset Management
India
$10.1M

MO Hedge Fund Activity: Q4 2024 in Review

2,166 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2024, worth a combined $55.4B — up 6.5% from $52B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new MO positions and 84 closed out — a net gain of 217 holders — while 841 added to existing stakes and 712 trimmed.

The largest buyer was UBS Group, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $257M.

  • 2,166 institutional investors held Altria Group (MO) as of Q4 2024, up from 1,991 in Q3 2024.
  • Funds reported $55.4B of Altria Group stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 301 funds opened new Altria Group positions in Q4 2024 and 84 closed out, a net change of +217 holders.
  • The largest Altria Group buyer in Q4 2024 was UBS Group, an estimated $126M added.
  • The largest Altria Group seller in Q4 2024 was BlackRock, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.