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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
CA
451
CoreCap Advisors
Michigan
$3.71M +$542K +10,173 +17%
AM
452
AGF Management
Ontario, Canada
$3.7M +$2.39M +44,779 +172%
GI
453
GLOBALT Investments
Georgia
$3.68M -$45.5K -855 -1%
FIM
454
Fernwood Investment Management
Massachusetts
$3.63M -$28.6K -536 -0.8%
TIP
455
Torray Investment Partners
Maryland
$3.61M -$9.48K -178 -0.3%
SPC
456
Sigma Planning Corp
Michigan
$3.55M -$447K -8,388 -11%
VCA
457
Verdence Capital Advisors
Maryland
$3.53M -$466K -8,745 -11%
RFC
458
Regions Financial Corp
Alabama
$3.53M -$942K -17,680 -21%
FRA
459
Frank Rimerman Advisors
California
$3.52M +$345K +6,484 +11%
CEI
460
Clark Estates Inc
New York
$3.51M -$431K -8,090 -11%
FFA
461
Founders Financial Alliance
North Carolina
$3.49M +$31.9K +599 +0.9%
RIM
462
Redwood Investment Management
Arizona
$3.47M +$1.46M +27,480 +71%
Aviva
463
Aviva
United Kingdom
$3.47M -$9.16K -172 -0.3%
SFO
464
Stokes Family Office
Louisiana
$3.46M +$157K +2,948 +5%
EF
465
Empirical Finance
Pennsylvania
$3.44M +$587K +11,019 +20%
AWM
466
Accurate Wealth Management
Florida
$3.42M -$550K -10,317 -13%
CCG
467
Cypress Capital Group
Florida
$3.41M -$406K -7,622 -10%
HW
468
Hancock Whitney
Mississippi
$3.4M +$228K +4,275 +7%
3IP
469
3Chopt Investment Partners
Virginia
$3.4M -$13K -244 -0.4%
ET
470
Entropy Technologies
New York
$3.39M +$3.45M +64,770 New
Bessemer Group
471
Bessemer Group
New Jersey
$3.38M -$121K -2,277 -3%
WI
472
WBI Investments
New Jersey
$3.37M -$7.88K -148 -0.2%
CNBTD
473
Citizens National Bank Trust Department
Mississippi
$3.35M -$79.9K -1,500 -2%
BAM
474
Belpointe Asset Management
Nevada
$3.35M -$342K -6,424 -9%
BF
475
BOK Financial
Oklahoma
$3.35M +$149K +2,802 +4%

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.