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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
SIC
651
Salem Investment Counselors
North Carolina
$1.72M +$47.5K +939 +3%
AI
652
Atom Investors
Texas
$1.72M +$197K +3,903 +13%
CAGAS
653
Capital Advisory Group Advisory Services
Minnesota
$1.72M +$28.4K +562 +2%
BFG
654
Bleakley Financial Group
New Jersey
$1.71M -$33.2K -656 -2%
PCM
655
Poehling Capital Management
Wisconsin
$1.67M -$79.4K -1,570 -5%
SAG
656
SageView Advisory Group
California
$1.67M -$77.4K -1,531 -4%
BWL
657
Bogart Wealth LLC
Virginia
$1.66M -$743K -14,696 -31%
PCIA
658
Prime Capital Investment Advisors
Kansas
$1.66M +$50.7K +1,003 +3%
Federated Hermes
659
Federated Hermes
Pennsylvania
$1.65M -$463K -9,162 -22%
NHC
660
Nicholas Hoffman & Company
Georgia
$1.64M -$97.1K -1,921 -6%
Luther King Capital Management (LKCM)
661
Luther King Capital Management (LKCM)
Texas
$1.64M +$101 +2 +0%
KCPG
662
Kavar Capital Partners Group
Kansas
$1.63M +$12.6K +250 +0.8%
OFG
663
OmniStar Financial Group
North Carolina
$1.62M +$785K +15,532 +96%
WA
664
WP Advisors
California
$1.62M -$99.7K -1,972 -6%
Bank Julius Baer & Co
665
Bank Julius Baer & Co
Switzerland
$1.62M -$7.73M -152,996 -85%
BFS
666
Bradley Foster & Sargent
Connecticut
$1.61M +$318K +6,300 +25%
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$1.61M -$26.8K -530 -2%
SAM
668
Shell Asset Management
Netherlands
$1.61M +$1.59M +31,506 New
SWA
669
Stratos Wealth Advisors
Ohio
$1.61M -$3.34K -66 -0.2%
IAN
670
Integrated Advisors Network
Texas
$1.6M +$70K +1,385 +5%
TFS
671
Thoroughbred Financial Services
Tennessee
$1.58M -$18.8K -371 -1%
CA
672
Cullinan Associates
Kentucky
$1.58M
SF
673
Summit Financial
New Jersey
$1.58M +$349K +6,897 +30%
BT
674
Brandywine Trust
Delaware
$1.57M
CIS
675
Capital International Sarl
California
$1.57M +$258K +5,112 +20%

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.