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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
EGA
351
Eagle Global Advisors
Texas
$5.63M +$4.9M +92,012 +586%
MYAM
352
Meiji Yasuda Asset Management
Japan
$5.62M +$158K +2,960 +3%
VVP
353
Venture Visionary Partners
Ohio
$5.61M +$578K +10,852 +11%
OWA
354
Octavia Wealth Advisors
Ohio
$5.58M +$313K +5,885 +6%
STA
355
Summit Trail Advisors
New York
$5.57M -$149K -2,791 -3%
Nomura Holdings
356
Nomura Holdings
Japan
$5.49M +$4.05M +75,979 +262%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$5.48M -$144K -2,710 -3%
BCFS
358
Butensky & Cohen Financial Security
Florida
$5.46M -$101K -1,904 -2%
SF
359
Symphony Financial
Texas
$5.45M -$1.84M -34,490 -25%
SC
360
Savant Capital
Illinois
$5.44M +$186K +3,484 +3%
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$5.44M +$160K +2,998 +3%
AAM
362
AR Asset Management
California
$5.39M
HCM
363
Hutner Capital Management
Vermont
$5.38M +$187K +3,504 +4%
WP
364
Woodline Partners
California
$5.32M +$5.42M +101,781 New
BL
365
BCWM LLC
Kansas
$5.3M +$5.4M +101,281 New
CIG
366
CCM Investment Group
Minnesota
$5.27M +$5.39M +101,229 New
SL
367
Salomon & Ludwin
Virginia
$5.24M -$14.8K -277 -0.3%
ACM
368
Altrius Capital Management
North Carolina
$5.24M -$81.7K -1,533 -2%
CCM
369
Callodine Capital Management
Massachusetts
$5.23M -$2.08M -39,075 -28%
RC
370
RBO & Co
California
$5.2M
CRC
371
Curi RMB Capital
Illinois
$5.14M -$1.76K -33 -0%
SFS
372
Sowell Financial Services
Arkansas
$5.13M +$76.8K +1,441 +1%
AUB
373
Atlantic Union Bankshares
Virginia
$5.13M +$548K +10,287 +12%
AWM
374
Apollon Wealth Management
South Carolina
$5.08M +$656K +12,307 +15%
EH
375
Equitable Holdings
New York
$5.06M +$799 +15 +0%

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.