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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
PA
576
Pinnacle Associates
New York
$2.2M +$54.2K +1,073 +2%
MOS
577
MGO One Seven
Ohio
$2.2M -$363K -7,184 -14%
MC
578
Moors & Cabot
Massachusetts
$2.19M -$50.6K -1,002 -2%
DEM
579
Disciplined Equity Management
Florida
$2.18M -$54.1K -1,070 -2%
SBH
580
Segall Bryant & Hamill
Illinois
$2.18M +$2.16M +42,763 New
PL
581
Perpetual Ltd
Australia
$2.18M -$328K -6,492 -13%
WBC
582
Westpac Banking Corp
Australia
$2.18M -$328K -6,492 -13%
CSPIA
583
Cary Street Partners Investment Advisory
Virginia
$2.18M -$3.39K -67 -0.2%
PTC
584
Private Trust Company
Ohio
$2.18M -$3.94K -78 -0.2%
MAWAG
585
Mid-American Wealth Advisory Group
Missouri
$2.16M -$471K -9,317 -18%
SB
586
Simmons Bank
Arkansas
$2.16M -$52.9K -1,047 -2%
VAS
587
Vestmark Advisory Solutions
Massachusetts
$2.16M -$85.2K -1,685 -4%
SFA
588
Sequoia Financial Advisors
Ohio
$2.16M +$204K +4,032 +11%
AIMC
589
Alley Investment Management Company
Illinois
$2.15M
HKIM
590
Hayek Kallen Investment Management
Alabama
$2.15M -$22.4K -444 -1%
TCOV
591
Trust Company of Vermont
Vermont
$2.15M -$253 -5 -0%
IWM
592
IHT Wealth Management
Illinois
$2.15M +$280K +5,542 +15%
CCM
593
Coldstream Capital Management
Washington
$2.14M +$169K +3,343 +9%
PA
594
Promethium Advisors
Maryland
$2.14M +$2.08M +41,185 New
MC
595
Machina Capital
France
$2.14M +$903K +17,865 +74%
BMCM
596
Bryn Mawr Capital Management
Pennsylvania
$2.11M +$11.8K +234 +0.6%
CAG
597
Csenge Advisory Group
Florida
$2.11M +$74.2K +1,469 +4%
HCMG
598
Howard Capital Management Group
California
$2.1M
WG
599
Welch Group
Alabama
$2.09M +$5.81K +115 +0.3%
KCM
600
Kathmere Capital Management
Pennsylvania
$2.09M +$431K +8,535 +26%

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.