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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
KGC
326
Kennon-Green & Company
Ohio
$6.45M -$37K -695 -0.6%
HT
327
Heritage Trust
Oklahoma
$6.42M +$6.54M +122,744 New
CM
328
Capital Management
Virginia
$6.41M +$100K +1,885 +2%
SHA
329
Seneca House Advisors
Virginia
$6.28M -$308K -5,790 -5%
LCM
330
Laurion Capital Management
New York
$6.27M -$1.01M -18,959 -14%
P
331
&Partners
Tennessee
$6.22M +$1.92M +36,067 +44%
BCM
332
Brookstone Capital Management
Illinois
$6.17M +$279K +5,231 +5%
CRI
333
Commonwealth Retirement Investments
Virginia
$6.16M -$31.1K -583 -0.5%
CWM
334
Cedar Wealth Management
California
$6.15M -$726K -13,635 -10%
MA
335
Mutual Advisors
Nebraska
$6.14M -$541K -10,149 -8%
KRS
336
Kentucky Retirement Systems
Kentucky
$6.13M -$86K -1,615 -1%
WLPWM
337
Walled Lake Planning & Wealth Management
Illinois
$6.12M +$221K +4,146 +4%
SCA
338
Sage Capital Advisors
South Dakota
$6.07M +$106K +1,989 +2%
APP
339
Avantax Planning Partners
Iowa
$6.01M +$137K +2,572 +2%
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$5.98M -$3.31M -62,055 -35%
CTC
341
Central Trust Company
Missouri
$5.91M -$1.07M -20,041 -15%
GIA
342
Gateway Investment Advisers
Ohio
$5.89M -$51.2K -962 -0.8%
TRCT
343
Tower Research Capital (TRC)
New York
$5.83M +$1.92M +35,983 +48%
Man Group
344
Man Group
United Kingdom
$5.83M -$230K -4,315 -4%
KFP
345
Keystone Financial Planning
Ohio
$5.74M -$20.3K -381 -0.3%
AI
346
Atria Investments
North Carolina
$5.73M -$91.4K -1,716 -2%
SA
347
Shilanski & Associates
Alaska
$5.72M +$78.5K +1,473 +1%
CG
348
Caprock Group
Idaho
$5.68M +$581K +10,899 +11%
NIM
349
NEOS Investment Management
Connecticut
$5.67M +$1.39M +26,033 +32%
BP
350
BBR Partners
New York
$5.64M -$122K -2,293 -2%

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.