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Altria Group
MO

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: 1,914 → 1,991 (+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: 18 → 18 (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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$644M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$317M
3
State Street
State Street
Massachusetts
+$198M
4
Barclays
Barclays
United Kingdom
+$158M
5
Renaissance Technologies
Renaissance Technologies
New York
+$90.4M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$393M
2
Harris Associates
Harris Associates
Illinois
-$381M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$321M
4
Capital World Investors
Capital World Investors
California
-$125M
5
Truist Financial
Truist Financial
North Carolina
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
626
J.W. Cole Advisors
Florida
$1.91M -$73.8K -1,461 -4%
IAMOG
627
Investors Asset Management of Georgia
Georgia
$1.87M -$1.26K -25 -0.1%
NLP
628
Next Level Private
New York
$1.86M +$123K +2,436 +7%
NFC
629
Northeast Financial Consultants
Connecticut
$1.85M +$50.5K +1,000 +3%
WTB
630
Washington Trust Bank
Washington
$1.85M -$2.02K -40 -0.1%
ECM
631
Evergreen Capital Management
Washington
$1.84M +$716K +14,160 +67%
VAS
632
Valicenti Advisory Services
New York
$1.84M – – –
TG
633
TCW Group
California
$1.84M -$36.1K -714 -2%
EIG
634
Ellenbecker Investment Group
Wisconsin
$1.84M -$132K -2,616 -7%
WAM
635
Weinberger Asset Management
California
$1.83M -$13.2K -262 -0.7%
ATPW
636
Ashton Thomas Private Wealth
Arizona
$1.81M +$98.1K +1,941 +6%
CGH
637
CMG Global Holdings
Texas
$1.79M +$36.2K +716 +2%
EFS
638
Essex Financial Services
Connecticut
$1.79M -$416K -8,232 -19%
FWCM
639
Ferguson Wellman Capital Management
Oregon
$1.78M -$2.38K -47 -0.1%
WS
640
Wedbush Securities
California
$1.78M +$341K +6,755 +24%
Koshinski Asset Management
641
Koshinski Asset Management
Illinois
$1.77M +$4.5K +89 +0.3%
IWA
642
Icon Wealth Advisors
Texas
$1.77M +$10.6K +209 +0.6%
CPBTD
643
Central Pacific Bank - Trust Division
Hawaii
$1.76M – – –
B
644
Bellecapital
Switzerland
$1.76M +$603K +11,937 +53%
WCM
645
Whitener Capital Management
North Carolina
$1.76M +$194K +3,830 +13%
BCM
646
Bluefin Capital Management
New York
$1.75M +$947K +18,731 +120%
MSAM
647
Moloney Securities Asset Management
Missouri
$1.75M -$259K -5,128 -13%
AFP
648
Ausdal Financial Partners
Iowa
$1.74M +$84.8K +1,677 +5%
LTAS
649
Linden Thomas Advisory Services
North Carolina
$1.74M -$3.94K -78 -0.2%
BHPW
650
Beverly Hills Private Wealth
California
$1.73M -$355K -7,019 -17%
24 25
26
27 28

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.