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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
AQR Capital Management
26
AQR Capital Management
Connecticut
$305M +$13.3M +250,494 +4%
LSV Asset Management
27
LSV Asset Management
Illinois
$293M +$144K +2,702 +0%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$276M -$1.86M -34,870 -0.7%
Swiss National Bank
29
Swiss National Bank
Switzerland
$252M -$14.8M -278,100 -5%
SLAM
30
Swiss Life Asset Management
$243M +$92.8M +1,741,172 +60%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$240M +$13.8M +259,803 +6%
Victory Capital Management
32
Victory Capital Management
Texas
$235M +$4.96M +93,121 +2%
Barclays
33
Barclays
United Kingdom
$228M -$141M -2,647,593 -38%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$226M -$9.81M -184,150 -4%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$222M -$136M -2,558,225 -38%
LCOV
36
London Company of Virginia
Virginia
$222M -$16.7M -313,869 -7%
National Pension Service
37
National Pension Service
South Korea
$221M +$10.5M +197,945 +5%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$211M +$31.7M +595,230 +17%
Wells Fargo
39
Wells Fargo
California
$208M -$4.57M -85,846 -2%
Deutsche Bank
40
Deutsche Bank
Germany
$199M -$12.6M -235,625 -6%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$188M +$14.1M +264,819 +8%
Allianz Asset Management
42
Allianz Asset Management
Germany
$187M +$11.6M +218,296 +6%
N
43
Nuveen
North Carolina
$183M -$5.67M -106,428 -3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$179M +$2.1M +39,341 +1%
Prudential Financial
45
Prudential Financial
New Jersey
$173M +$58.4M +1,096,205 +49%
LPL Financial
46
LPL Financial
California
$164M +$17.7M +331,747 +12%
Renaissance Technologies
47
Renaissance Technologies
New York
$153M +$42.2M +792,523 +37%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$151M -$1.24M -23,212 -0.8%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$150M +$103M +1,942,081 +208%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$144M -$15.4M -289,097 -9%

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.