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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
AG
376
Algert Global
California
$5.04M +$5.14M +96,405 New
FSA
377
Financial Security Advisor
Virginia
$5.04M +$234K +4,389 +5%
CIP
378
Convergence Investment Partners
Florida
$4.98M +$958K +17,985 +23%
AF
379
Allworth Financial
California
$4.98M +$2.49M +46,670 +91%
WT
380
Whittier Trust
California
$4.96M +$17.9K +336 +0.4%
PFM
381
Premier Fund Managers
United Kingdom
$4.95M +$5.06M +95,000 New
EI
382
EDMP Inc
Florida
$4.87M +$21.9K +411 +0.4%
BFG
383
Beacon Financial Group
Texas
$4.86M -$48K -902 -1%
IWC
384
Integrated Wealth Concepts
Massachusetts
$4.85M +$250K +4,701 +5%
GIM
385
Grassi Investment Management
California
$4.85M
IGAM
386
iA Global Asset Management
Quebec, Canada
$4.84M -$5.86K -110 -0.1%
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$4.8M +$157K +2,948 +3%
FSA
388
Financial Sense Advisors
California
$4.79M +$1.66M +31,146 +51%
LSERS
389
Louisiana State Employees Retirement System
Louisiana
$4.77M -$261K -4,900 -5%
SAM
390
Securian Asset Management
Minnesota
$4.76M -$175K -3,279 -3%
MSRPS
391
Maryland State Retirement & Pension System
Maryland
$4.75M -$440K -8,258 -8%
WSFS
392
Wilmington Savings Fund Society
Delaware
$4.71M +$21.7K +407 +0.5%
CWG
393
Cornerstone Wealth Group
North Carolina
$4.71M +$129K +2,431 +3%
HWA
394
Heritage Wealth Advisors
Virginia
$4.68M -$72.2K -1,356 -1%
LCM
395
LVM Capital Management
Michigan
$4.67M -$191K -3,591 -4%
MHC
396
Meyer Handelman Company
New York
$4.66M -$178K -3,350 -4%
SC
397
Scotia Capital
Ontario, Canada
$4.66M -$391K -7,335 -8%
TWP
398
Tyche Wealth Partners
Texas
$4.63M -$90.9K -1,706 -2%
LFAS
399
Level Four Advisory Services
Texas
$4.62M -$185K -3,475 -4%
HWAM
400
Hennion & Walsh Asset Management
New Jersey
$4.61M +$317K +5,949 +7%

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.