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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
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$290M -$8.58M -169,729 -3%
LSV Asset Management
27
LSV Asset Management
Illinois
$286M +$36.3M +718,173 +15%
AQR Capital Management
28
AQR Capital Management
Connecticut
$285M -$44.4M -878,110 -14%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$271M -$321M -6,344,519 -54%
Swiss National Bank
30
Swiss National Bank
Switzerland
$260M +$642K +12,700 +0.2%
LCOV
31
London Company of Virginia
Virginia
$233M -$14.6M -288,058 -6%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$230M -$2.33M -46,151 -1%
Victory Capital Management
33
Victory Capital Management
Texas
$224M -$33.6M -665,703 -13%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$221M -$40.7M -804,509 -16%
Wells Fargo
35
Wells Fargo
California
$208M -$5.46M -108,071 -3%
Deutsche Bank
36
Deutsche Bank
Germany
$206M +$39.1M +774,579 +24%
National Pension Service
37
National Pension Service
South Korea
$206M +$33.9M +670,858 +20%
Harris Associates
38
Harris Associates
Illinois
$199M -$381M -7,533,442 -66%
N
39
Nuveen
North Carolina
$184M -$52.4K -1,037 -0%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$175M +$15.9M +314,985 +10%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$172M -$229K -4,521 -0.1%
Allianz Asset Management
42
Allianz Asset Management
Germany
$172M +$30M +593,235 +21%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$170M -$103K -2,043 -0.1%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$156M +$1.82M +35,953 +1%
SLAM
45
Swiss Life Asset Management
$149M +$983K +19,442 +0.7%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$148M -$5.91M -116,905 -4%
LPL Financial
47
LPL Financial
California
$143M +$6.07M +120,017 +4%
CCM
48
Cullen Capital Management
New York
$138M -$8.19M -162,113 -6%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$135M -$138K -2,726 -0.1%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$128M +$9.71M +192,113 +8%

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.