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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
FAM
451
Formidable Asset Management
Ohio
$3.57M -$398K -7,883 -10%
FIM
452
Fernwood Investment Management
Massachusetts
$3.57M -$65K -1,286 -2%
TIP
453
Torray Investment Partners
Maryland
$3.53M +$83.1K +1,645 +2%
CBTWT
454
Community Bank & Trust (Waco, Texas)
Texas
$3.51M -$195K -3,859 -5%
BAM
455
Belpointe Asset Management
Nevada
$3.51M +$2.21M +43,710 +175%
YIH
456
Y-Intercept (HK)
Hong Kong
$3.5M -$4.92M -97,362 -59%
DILIC
457
Dai-ichi Life Insurance Company
Japan
$3.49M -$13.2M -261,057 -79%
MFA
458
Mayflower Financial Advisors
Massachusetts
$3.43M +$13.2K +262 +0.4%
Vontobel Holding
459
Vontobel Holding
Switzerland
$3.42M +$158K +3,129 +5%
Bessemer Group
460
Bessemer Group
New Jersey
$3.42M +$63.2K +1,251 +2%
Aviva
461
Aviva
United Kingdom
$3.39M -$25.8K -510 -0.8%
SS
462
Sunbelt Securities
Texas
$3.39M +$136K +2,692 +4%
SF
463
Slagle Financial
Illinois
$3.38M +$252K +4,981 +8%
FFA
464
Founders Financial Alliance
North Carolina
$3.37M +$208K +4,114 +7%
CNBTD
465
Citizens National Bank Trust Department
Mississippi
$3.35M -$118K -2,334 -3%
BRWA
466
B. Riley Wealth Advisors
Florida
$3.34M -$999K -19,763 -23%
3IP
467
3Chopt Investment Partners
Virginia
$3.33M -$119K -2,348 -4%
WI
468
WBI Investments
New Jersey
$3.3M -$1.1M -21,723 -25%
DAS
469
Diversify Advisory Services
Utah
$3.27M +$274K +5,414 +9%
APF
470
Alaska Permanent Fund
Alaska
$3.26M
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
$3.25M -$130K -2,579 -4%
HKAM
472
Horizon Kinetics Asset Management
New York
$3.25M +$1.19M +23,611 +59%
SFO
473
Stokes Family Office
Louisiana
$3.23M -$73.8K -1,460 -2%
PAS
474
Park Avenue Securities
New York
$3.22M +$394K +7,788 +14%
Kovitz Investment Group Partners
475
Kovitz Investment Group Partners
Illinois
$3.2M +$1.75M +34,573 +52%

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.