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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
ACM
376
AUA Capital Management
Pennsylvania
$4.71M -$6.07K -120 -0.1%
MGP
377
M&G plc
United Kingdom
$4.68M +$305K +6,041 +7%
HWA
378
Heritage Wealth Advisors
Virginia
$4.64M +$10.5K +208 +0.2%
TWP
379
Tyche Wealth Partners
Texas
$4.6M -$101K -1,990 -2%
WSFS
380
Wilmington Savings Fund Society
Delaware
$4.58M +$1.49M +29,421 +49%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$4.53M +$150K +2,961 +3%
IWC
382
Integrated Wealth Concepts
Massachusetts
$4.5M +$171K +3,389 +4%
AUB
383
Atlantic Union Bankshares
Virginia
$4.48M +$220K +4,353 +5%
CWG
384
Cornerstone Wealth Group
North Carolina
$4.48M +$73.1K +1,447 +2%
BA
385
Baugh & Associates
Georgia
$4.43M +$24.5K +484 +0.5%
HCM
386
Howard Capital Management
Georgia
$4.41M +$4.37M +86,423 New
MIA
387
MainStreet Investment Advisors
Illinois
$4.41M +$63.3K +1,252 +1%
PCC
388
Park Circle Company
Maryland
$4.39M
RFC
389
Regions Financial Corp
Alabama
$4.34M -$75.5K -1,494 -2%
AG
390
Ascent Group
Virginia
$4.33M -$161K -3,194 -4%
FAM
391
Fred Alger Management
New York
$4.33M +$155K +3,063 +4%
AWM
392
Apollon Wealth Management
South Carolina
$4.33M +$269K +5,318 +7%
Twin Tree Management
393
Twin Tree Management
Texas
$4.32M +$4.28M +84,646 New
GLA
394
Good Life Advisors
Pennsylvania
$4.32M +$163K +3,220 +4%
HFS
395
Hantz Financial Services
Michigan
$4.29M -$139K -2,744 -3%
NMERB
396
New Mexico Educational Retirement Board
New Mexico
$4.29M -$258K -5,100 -6%
CIA
397
Concurrent Investment Advisors
Florida
$4.28M +$26.9K +532 +0.6%
SBIA
398
Sheaff Brock Investment Advisors
Indiana
$4.27M +$39.2K +776 +0.9%
LCM
399
LVM Capital Management
Michigan
$4.24M
JFG
400
Jefferies Financial Group
New York
$4.23M +$3.82M +75,657 +1,036%

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.