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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
IAG
426
Investmark Advisory Group
Connecticut
$4.19M +$125K +2,346 +3%
TSWM
427
Tyler-Stone Wealth Management
Ohio
$4.13M +$335K +6,282 +9%
WTC
428
WhitTier Trust Company
Nevada
$4.12M -$79.4K -1,491 -2%
NB
429
Norinchukin Bank
Japan
$4.12M +$386K +7,252 +10%
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.07M +$358K +6,713 +9%
WC
431
Waterloo Capital
Texas
$4.06M +$154K +2,884 +4%
HCMT
432
Highland Capital Management (Tennessee)
Tennessee
$4M -$80.8K -1,517 -2%
Janus Henderson Group
433
Janus Henderson Group
United Kingdom
$3.98M +$207K +3,883 +5%
GRP
434
Global Retirement Partners
California
$3.97M -$1.93M -36,250 -32%
SFA
435
Sequoia Financial Advisors
Ohio
$3.96M +$1.78M +33,457 +79%
HAG
436
HighPoint Advisor Group
Illinois
$3.94M -$881K -16,531 -18%
MFA
437
Mayflower Financial Advisors
Massachusetts
$3.94M +$435K +8,166 +12%
CSIC
438
Clifford Swan Investment Counsel
California
$3.93M -$117K -2,200 -3%
SYBT
439
Stock Yards Bank & Trust
Kentucky
$3.89M -$428K -8,030 -10%
SVWAG
440
Sound View Wealth Advisors Group
Georgia
$3.87M +$26.9K +505 +0.7%
DA
441
Denali Advisors
California
$3.85M +$3.92M +73,610 New
FCH
442
Freestone Capital Holdings
Washington
$3.84M +$30.5K +572 +0.8%
YIH
443
Y-Intercept (HK)
Hong Kong
$3.82M +$239K +4,488 +7%
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$3.79M -$134K -2,518 -3%
PAS
445
Park Avenue Securities
New York
$3.79M +$504K +9,456 +15%
CBTWT
446
Community Bank & Trust (Waco, Texas)
Texas
$3.76M +$167K +3,128 +5%
Fisher Asset Management
447
Fisher Asset Management
Washington
$3.76M +$507K +9,520 +15%
LA
448
LVW Advisors
New York
$3.75M -$91.7K -1,722 -2%
DAS
449
Dynamic Advisor Solutions
Arizona
$3.74M +$10.2K +191 +0.3%
SF
450
Slagle Financial
Illinois
$3.73M +$272K +5,104 +8%

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.