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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
VPIM
251
Vanguard Personalized Indexing Management
California
$10M +$639K +11,993 +7%
AMBIA
252
Allen Mooney & Barnes Investment Advisors
Georgia
$9.96M -$56K -1,051 -0.5%
Aberdeen Group
253
Aberdeen Group
United Kingdom
$9.91M -$1.63M -30,588 -14%
Focus Partners Wealth
254
Focus Partners Wealth
Massachusetts
$9.81M +$4.18M +78,438 +73%
NAAA
255
New Age Alpha Advisors
New York
$9.76M +$9.93M +186,329 +57,156%
CAM
256
Centre Asset Management
New York
$9.73M -$853K -16,017 -8%
VA
257
Vident Advisory
Georgia
$9.71M +$162K +3,044 +2%
BB
258
Busey Bank
Illinois
$9.64M +$237K +4,448 +2%
William Blair & Company
259
William Blair & Company
Illinois
$9.59M -$142K -2,671 -1%
PAG
260
Private Advisor Group
New Jersey
$9.48M +$317K +5,958 +3%
ERSOT
261
Employees Retirement System of Texas
Texas
$9.43M -$76.7K -1,439 -0.8%
HAI
262
Hennessy Advisors Inc
California
$9.42M -$346K -6,500 -3%
DIA
263
Dean Investment Associates
Ohio
$9.35M -$183K -3,435 -2%
CWP
264
Cyndeo Wealth Partners
Florida
$9.26M +$321K +6,031 +4%
RIA
265
Regal Investment Advisors
Michigan
$9.24M +$262K +4,917 +3%
KPWS
266
Kestra Private Wealth Services
Texas
$9.18M -$1.32M -24,713 -12%
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$9.18M +$696K +13,067 +8%
VWA
268
Visionary Wealth Advisors
Illinois
$9.14M +$33.6K +631 +0.4%
ASN
269
Advisory Services Network
Georgia
$9.12M +$640K +12,022 +7%
Two Sigma Advisers
270
Two Sigma Advisers
New York
$8.94M -$15M -282,000 -62%
Connor, Clark & Lunn Investment Management (CC&L)
271
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.89M +$9.06M +170,046 New
BPA
272
Beacon Pointe Advisors
California
$8.82M -$343K -6,444 -4%
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.81M +$780K +14,644 +10%
SW
274
SteelPeak Wealth
California
$8.66M -$1.24M -23,352 -13%
TA
275
Tectonic Advisors
Texas
$8.54M +$855K +16,051 +11%

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.