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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
MBTD
501
Mechanics Bank - Trust Department
California
$3.05M -$16K -300 -0.5%
DIA
502
Dana Investment Advisors
Wisconsin
$3.04M -$75.6K -1,420 -2%
ACM
503
Alta Capital Management
Utah
$2.99M +$205K +3,855 +7%
KF
504
Krilogy Financial
Missouri
$2.99M -$1.32M -24,823 -30%
Grantham, Mayo, Van Otterloo & Co (GMO)
505
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.99M -$235K -4,405 -7%
PF
506
Prosperitas Financial
California
$2.98M +$262K +4,916 +9%
ISWM
507
Independent Solutions Wealth Management
New York
$2.95M +$172K +3,234 +6%
SC
508
Sapient Capital
Indiana
$2.95M -$1.02M -19,237 -26%
SIA
509
Strategic Investment Advisors
Michigan
$2.94M -$852 -16 -0%
HTC
510
Haverford Trust Company
Pennsylvania
$2.94M -$120K -2,257 -4%
CA
511
Clearstead Advisors
Ohio
$2.94M -$128K -2,397 -4%
MFIM
512
Mesirow Financial Investment Management
Illinois
$2.9M +$193K +3,614 +7%
HH
513
Hilltop Holdings
Texas
$2.87M +$90.6K +1,700 +3%
SAM
514
Strategy Asset Managers
California
$2.87M -$1.17K -22 -0%
CAG
515
Csenge Advisory Group
Florida
$2.86M +$656K +12,320 +29%
ATC
516
Argent Trust Co
Tennessee
$2.86M -$15K -281 -0.5%
LBC
517
Lowe Brockenbrough & Co
Virginia
$2.85M -$70.1K -1,316 -2%
VCP
518
Verus Capital Partners
Arizona
$2.85M +$120K +2,249 +4%
BWP
519
Baldwin Wealth Partners
Massachusetts
$2.84M -$189K -3,557 -6%
IBOK
520
Independence Bank of Kentucky
Kentucky
$2.82M +$526K +9,882 +22%
MA
521
MONECO Advisors
Connecticut
$2.82M +$41.5K +780 +1%
OIA
522
OneDigital Investment Advisors
Kansas
$2.81M -$88.8K -1,667 -3%
VNA
523
Valley National Advisers
Pennsylvania
$2.79M -$399K -7,497 -12%
PHS
524
Pekin Hardy Strauss
Illinois
$2.77M +$199K +3,733 +8%
VFP
525
Verus Financial Partners
Virginia
$2.76M +$107 +2 +0%

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.