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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
DEA
401
DoubleLine ETF Adviser
Florida
$4.23M +$627K +12,409 +18%
OQS
402
Occudo Quantitative Strategies
Florida
$4.23M +$3.59M +71,094 +605%
SYBT
403
Stock Yards Bank & Trust
Kentucky
$4.21M +$36.9K +730 +0.9%
NIM
404
NEOS Investment Management
Connecticut
$4.2M +$862K +17,052 +26%
HWAM
405
Hennion & Walsh Asset Management
New Jersey
$4.2M +$769K +15,213 +23%
AWA
406
Arkadios Wealth Advisors
Georgia
$4.19M +$130K +2,565 +3%
KF
407
Krilogy Financial
Missouri
$4.18M +$110K +2,173 +3%
CWP
408
CFM Wealth Partners
Texas
$4.18M +$43.3K +857 +1%
HWM
409
HB Wealth Management
Georgia
$4.17M +$480K +9,500 +13%
P
410
&Partners
Tennessee
$4.15M +$2.63M +51,975 +177%
AFG
411
Argent Financial Group
Louisiana
$4.14M +$4.1M +81,147 New
EWA
412
EP Wealth Advisors
California
$4.14M +$2.18M +43,074 +113%
CA
413
Cornerstone Advisors
North Carolina
$4.12M +$723K +14,300 +22%
JIC
414
Johnson Investment Counsel
Ohio
$4.1M -$350K -6,919 -8%
WTC
415
WhitTier Trust Company
Nevada
$4.1M +$9.25K +183 +0.2%
SC
416
Sapient Capital
Indiana
$4.07M -$9.54M -188,697 -72%
PFS
417
Prospera Financial Services
Texas
$4.04M +$358K +7,088 +10%
HCMT
418
Highland Capital Management (Tennessee)
Tennessee
$3.98M -$215K -4,260 -5%
IAG
419
Investmark Advisory Group
Connecticut
$3.97M +$866K +17,130 +28%
CL
420
Choreo LLC
Illinois
$3.97M +$410K +8,118 +12%
HCM
421
Hollencrest Capital Management
California
$3.95M +$42.5K +840 +1%
CSIC
422
Clifford Swan Investment Counsel
California
$3.95M -$67.9K -1,344 -2%
CIP
423
Convergence Investment Partners
Florida
$3.94M +$110K +2,178 +3%
RJT
424
Raymond James Trust
Florida
$3.93M -$37.3K -738 -0.9%
VCA
425
Verdence Capital Advisors
Maryland
$3.89M +$3.54K +70 +0.1%

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.