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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
LFM
551
LGT Fund Management
Liechtenstein
$2.53M +$2.57M +48,337 New
GAM
552
Generali Asset Management
Italy
$2.52M +$2.57M +48,253 New
PCS
553
Personal CFO Solutions
New Jersey
$2.52M -$93.5K -1,756 -4%
EAMA
554
EFG Asset Management (Americas)
Florida
$2.5M +$49.8K +935 +2%
TTWM
555
TCV Trust & Wealth Management
Virginia
$2.5M -$62.6K -1,176 -2%
BG
556
Bollard Group
Massachusetts
$2.5M +$22.5K +423 +0.9%
MGP
557
Metis Global Partners
California
$2.49M +$134K +2,508 +6%
IC
558
IEQ Capital
California
$2.49M -$1.47M -27,608 -37%
IMCOOI
559
Investment Management Corp of Ontario (IMCO)
Canada
$2.48M -$511K -9,600 -17%
ABC
560
Associated Banc-Corp
Wisconsin
$2.48M +$44.8K +841 +2%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$2.48M -$54.1K -1,015 -2%
IWM
562
IHT Wealth Management
Illinois
$2.48M +$283K +5,307 +13%
TCMP
563
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.47M +$460K +8,634 +22%
SIG
564
Stonegate Investment Group
Alabama
$2.46M +$11.1K +209 +0.4%
FIA
565
FNY Investment Advisers
New York
$2.46M -$7.22M -135,500 -74%
TMAM
566
Tokio Marine Asset Management
Japan
$2.46M +$129K +2,427 +5%
OAM
567
Ostrum Asset Management
France
$2.45M -$103K -1,926 -4%
PVI
568
Pine Valley Investments
New Jersey
$2.45M -$1.24M -23,286 -33%
HAIM
569
Hunter Associates Investment Management
Pennsylvania
$2.44M +$2.88K +54 +0.1%
ACM
570
AUA Capital Management
Pennsylvania
$2.43M -$2.45M -45,960 -50%
HPC
571
HM Payson & Co
Maine
$2.41M -$77.3K -1,452 -3%
ATPW
572
Ashton Thomas Private Wealth
Arizona
$2.41M +$521K +9,789 +28%
TPA
573
Trivium Point Advisory
Connecticut
$2.4M -$20.9K -393 -0.8%
PA
574
Parallel Advisors
California
$2.39M +$284K +5,325 +13%
HFM
575
Hartford Financial Management
Connecticut
$2.39M -$906 -17 -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.