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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
FNBT
476
FineMark National Bank & Trust
Florida
$3.19M +$271K +5,370 +9%
Fisher Asset Management
477
Fisher Asset Management
Washington
$3.18M +$629K +12,444 +25%
TYCC
478
Texas Yale Capital Corp
Florida
$3.16M -$27.8K -550 -0.9%
BF
479
BOK Financial
Oklahoma
$3.15M +$14.5K +287 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
480
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.14M +$3.11M +61,532 New
TIAA Trust, National Association
481
TIAA Trust, National Association
North Carolina
$3.14M +$43.5K +861 +1%
BIM
482
Bridges Investment Management
Nebraska
$3.14M -$187K -3,702 -6%
PI
483
PFG Investments
New York
$3.12M -$55.5K -1,098 -2%
VNA
484
Valley National Advisers
Pennsylvania
$3.11M -$2.58M -50,989 -46%
FRA
485
Frank Rimerman Advisors
California
$3.11M -$1.23M -24,275 -29%
HW
486
Hancock Whitney
Mississippi
$3.1M +$40.4K +800 +1%
CA
487
CoreCap Advisors
Michigan
$3.1M +$52.6K +1,040 +2%
FSA
488
Financial Sense Advisors
California
$3.09M +$82.2K +1,626 +3%
KAS
489
KPP Advisory Services
Kentucky
$3.06M -$10.5K -207 -0.3%
DIA
490
Dana Investment Advisors
Wisconsin
$3.04M -$51.4K -1,017 -2%
HAS
491
HBW Advisory Services
California
$3.03M -$286K -5,658 -9%
WANY
492
Wealthspire Advisors (New York)
New York
$3.02M +$236K +4,672 +9%
CS
493
Capital Square
Tennessee
$3.01M -$174K -3,439 -6%
RCM
494
Ridgepath Capital Management
Tennessee
$3.01M +$132K +2,603 +5%
MFFIA
495
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3M -$21.3K -421 -0.7%
UCFA
496
United Capital Financial Advisors
Texas
$3M +$43.7K +864 +1%
MBTD
497
Mechanics Bank - Trust Department
California
$2.99M -$44.4K -878 -1%
CA
498
Clearstead Advisors
Ohio
$2.99M -$895K -17,705 -23%
HTC
499
Haverford Trust Company
Pennsylvania
$2.98M +$388K +7,677 +15%
BOSSRA
500
B.O.S.S. Retirement Advisors
Utah
$2.97M +$84.3K +1,667 +3%

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.