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Altria Group

1,991 hedge funds and large institutions have $52B invested in Altria Group in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 749 increasing their positions, 765 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 88

13% more capital invested

Capital invested by funds: $46.1B → $52B (+$5.86B)

4% more funds holding

Funds holding: 1,9141,991 (+77)

0.71% more ownership

Funds ownership: 58.88%59.59% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 765

17% less call options, than puts

Call options by funds: $676M | Put options by funds: $813M

Holders
1,991
Holders Change
+77
Holders Change %
+4.02%
% of All Funds
28.59%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
187
Increased
749
Reduced
765
Closed
88
Calls
$676M
Puts
$813M
Net Calls
-$136M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
276
1834 Investment Advisors
Wisconsin
$8.65M -$675K -13,364 -7%
Wealthfront Advisers
277
Wealthfront Advisers
California
$8.64M -$10.2K -202 -0.1%
IF
278
Insight Folios
North Carolina
$8.33M +$348K +6,892 +4%
Pathstone Holdings
279
Pathstone Holdings
New Jersey
$8.29M -$670K -13,251 -8%
JFGIW
280
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.02M -$800K -15,827 -9%
YCM
281
Yousif Capital Management
Michigan
$8.01M -$352K -6,966 -4%
VFM
282
Viking Fund Management
North Dakota
$7.92M -$1.52M -30,000 -16%
Newport Trust Company
283
Newport Trust Company
District of Columbia
$7.86M -$292K -5,781 -4%
SI
284
Stephens Inc
Arkansas
$7.82M +$202K +4,004 +3%
HNB
285
Huntington National Bank
Ohio
$7.79M -$127K -2,519 -2%
AAM
286
Auxier Asset Management
Oregon
$7.78M +$657 +13 +0%
GVAG
287
Great Valley Advisor Group
Delaware
$7.75M +$211K +4,179 +3%
RWM
288
Ritholtz Wealth Management
New York
$7.65M +$472K +9,345 +7%
FCBT
289
First Citizens Bank & Trust
North Carolina
$7.6M +$3.6M +71,154 +92%
TA
290
Tectonic Advisors
Texas
$7.52M +$919K +18,185 +14%
BFS
291
Bard Financial Services
Connecticut
$7.47M -$1.52M -30,145 -17%
OPERF
292
Oregon Public Employees Retirement Fund
Oregon
$7.45M -$72.8K -1,440 -1%
WW
293
Windle Wealth
Oklahoma
$7.41M -$179K -3,547 -2%
ASN
294
Advisory Services Network
Georgia
$7.4M
IAA
295
Independent Advisor Alliance
North Carolina
$7.23M -$173K -3,430 -2%
SF
296
Symphony Financial
Texas
$7.17M +$129K +2,546 +2%
CCM
297
Callodine Capital Management
Massachusetts
$7.1M -$4.85M -95,925 -41%
LCM
298
Laurion Capital Management
New York
$7.09M +$3.24M +64,108 +86%
BCI
299
Brinker Capital Investments
Pennsylvania
$7.02M -$127K -2,517 -2%
OPS
300
Orion Portfolio Solutions
Nebraska
$7.02M -$127K -2,517 -2%

MO Hedge Fund Activity: Q3 2024 in Review

1,991 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2024, worth a combined $52B — up 13% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new MO positions and 88 closed out — a net gain of 99 holders — while 749 added to existing stakes and 765 trimmed.

The largest buyer was BlackRock, adding an estimated $644M. The largest seller was Goldman Sachs, cutting an estimated $393M.

  • 1,991 institutional investors held Altria Group (MO) as of Q3 2024, up from 1,914 in Q2 2024.
  • Funds reported $52B of Altria Group stock for Q3 2024, up 13% quarter-over-quarter.
  • 187 funds opened new Altria Group positions in Q3 2024 and 88 closed out, a net change of +99 holders.
  • The largest Altria Group buyer in Q3 2024 was BlackRock, an estimated $644M added.
  • The largest Altria Group seller in Q3 2024 was Goldman Sachs, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.