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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
Squarepoint
576
Squarepoint
New York
$2.38M -$1.48M -27,748 -38%
CIAS
577
Capital Investment Advisory Services
North Carolina
$2.37M +$124K +2,327 +5%
ELC
578
Edgar Lomax Company
Virginia
$2.37M -$58.6K -1,100 -2%
CI
579
Ceera Investments
Texas
$2.37M -$90.4K -1,697 -4%
HIMC
580
Heritage Investors Management Corp
Maryland
$2.37M -$189K -3,557 -7%
SAM
581
Silvercrest Asset Management
New York
$2.36M -$26.2K -491 -1%
NB
582
NBT Bank
New York
$2.36M -$69.1K -1,298 -3%
MC
583
Moors & Cabot
Massachusetts
$2.35M +$110K +2,069 +5%
EWM
584
Empirical Wealth Management
Washington
$2.34M +$305K +5,720 +15%
MOS
585
MGO One Seven
Ohio
$2.33M +$75.1K +1,410 +3%
SB
586
Simmons Bank
Arkansas
$2.31M +$95.4K +1,791 +4%
WPC
587
Waters Parkerson & Co
Louisiana
$2.29M -$5.01K -94 -0.2%
WA
588
Waverly Advisors
Alabama
$2.29M +$266K +4,992 +13%
BCM
589
Buckhead Capital Management
Georgia
$2.28M
DAM
590
Deltec Asset Management
New York
$2.28M -$14.9K -279 -0.6%
Assenagon Asset Management
591
Assenagon Asset Management
Luxembourg
$2.27M -$90.6M -1,700,080 -98%
AAS
592
Ameritas Advisory Services
Nebraska
$2.26M -$9.43K -177 -0.4%
TCOV
593
Trust Company of Vermont
Vermont
$2.26M +$63.7K +1,196 +3%
DEM
594
Disciplined Equity Management
Florida
$2.25M +$6.92K +130 +0.3%
SBH
595
Segall Bryant & Hamill
Illinois
$2.24M
SW
596
SVB Wealth
Massachusetts
$2.22M +$2.26M +42,465 New
PTC
597
Private Trust Company
Ohio
$2.22M -$14.2K -267 -0.6%
SC
598
Sepio Capital
Utah
$2.22M -$248K -4,660 -10%
VAS
599
Vestmark Advisory Solutions
Massachusetts
$2.22M +$2.82K +53 +0.1%
VFA
600
Valeo Financial Advisors
Indiana
$2.21M -$60K -1,127 -3%

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.