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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
OWA
351
Octavia Wealth Advisors
Ohio
$5.14M +$261K +5,165 +6%
SC
352
Savant Capital
Illinois
$5.14M +$149K +2,945 +3%
SL
353
Salomon & Ludwin
Virginia
$5.13M -$28.3K -560 -0.6%
RC
354
RBO & Co
California
$5.08M
HCM
355
Hutner Capital Management
Vermont
$5.07M -$16.7K -330 -0.3%
MSRPS
356
Maryland State Retirement & Pension System
Maryland
$5.06M -$1.76M -34,847 -26%
SFS
357
Sowell Financial Services
Arkansas
$5.04M -$276K -5,465 -5%
CRC
358
Curi RMB Capital
Illinois
$5.02M -$210K -4,162 -4%
LFAS
359
Level Four Advisory Services
Texas
$5M +$82.7K +1,636 +2%
CG
360
Caprock Group
Idaho
$4.99M +$214K +4,233 +5%
RIM
361
Rakuten Investment Management
Japan
$4.98M +$1.2M +23,697 +32%
EH
362
Equitable Holdings
New York
$4.94M -$1.36M -26,841 -22%
SC
363
Scotia Capital
Ontario, Canada
$4.92M +$283K +5,608 +6%
VVP
364
Venture Visionary Partners
Ohio
$4.92M -$117K -2,318 -2%
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$4.9M -$55.6K -1,100 -1%
HAG
366
HighPoint Advisor Group
Illinois
$4.84M +$923K +18,262 +26%
WT
367
Whittier Trust
California
$4.82M -$4.7K -93 -0.1%
SAM
368
Securian Asset Management
Minnesota
$4.82M -$222K -4,397 -4%
BFG
369
Beacon Financial Group
Texas
$4.79M -$95.4K -1,888 -2%
FSA
370
Financial Security Advisor
Virginia
$4.78M +$59.6K +1,179 +1%
MCM
371
MAI Capital Management
Ohio
$4.77M -$2.43M -48,148 -34%
GIM
372
Grassi Investment Management
California
$4.74M -$121K -2,400 -3%
IGAM
373
iA Global Asset Management
Quebec, Canada
$4.74M +$58K +1,148 +1%
EI
374
EDMP Inc
Florida
$4.73M +$18.9K +373 +0.4%
MHC
375
Meyer Handelman Company
New York
$4.72M -$121K -2,400 -3%

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.