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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
BCI
301
Brinker Capital Investments
Pennsylvania
$7.58M +$399K +7,498 +5%
OPS
302
Orion Portfolio Solutions
Nebraska
$7.58M +$399K +7,498 +5%
SCA
303
Snowden Capital Advisors
New York
$7.41M -$2.4M -44,976 -24%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$7.36M -$7.73M -145,105 -51%
KBC Group
305
KBC Group
Belgium
$7.35M +$224K +4,211 +3%
BFS
306
Bard Financial Services
Connecticut
$7.33M -$326K -6,125 -4%
FNT
307
First National Trust
Pennsylvania
$7.26M +$426K +7,988 +6%
JG
308
Jain Global
New York
$7.2M +$7.33M +137,685 New
CL
309
Choreo LLC
Illinois
$7.14M +$3.22M +60,369 +79%
EP
310
Essential Planning
New Hampshire
$7.13M +$7.13M +133,900 New
MCM
311
MAI Capital Management
Ohio
$7.1M +$2.25M +42,310 +45%
First Manhattan
312
First Manhattan
New York
$7.1M +$423K +7,936 +7%
AWAG
313
ARS Wealth Advisors Group
Florida
$7.06M -$30K -564 -0.4%
DILIC
314
Dai-ichi Life Insurance Company
Japan
$7.02M +$3.51M +65,848 +96%
Newport Trust Company
315
Newport Trust Company
District of Columbia
$6.98M -$1.09M -20,546 -13%
SF
316
Synovus Financial
Georgia
$6.84M -$161K -3,022 -2%
IPW
317
Inlet Private Wealth
Florida
$6.79M -$156K -2,934 -2%
Verition Fund Management
318
Verition Fund Management
Connecticut
$6.73M +$6.42M +120,601 +1,476%
KeyBank National Association
319
KeyBank National Association
Ohio
$6.68M -$257K -4,826 -4%
BBHC
320
Brown Brothers Harriman & Co
New York
$6.62M +$193K +3,617 +3%
SPIA
321
Steward Partners Investment Advisory
New York
$6.58M +$1.13M +21,281 +20%
CI
322
CX Institutional
Indiana
$6.56M +$1.2M +22,506 +22%
KL
323
KWMG LLC
Kansas
$6.55M -$102K -1,911 -2%
SBCM
324
Schwerin Boyle Capital Management
Massachusetts
$6.52M
PSP
325
Principal Street Partners
Tennessee
$6.46M +$70.9K +1,331 +1%

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.