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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
MSAM
676
Moloney Securities Asset Management
Missouri
$1.76M -$32.2K -605 -2%
GCM
677
Graham Capital Management
Connecticut
$1.74M +$1.77M +33,313 New
PCIA
678
Prime Capital Investment Advisors
Kansas
$1.73M +$33.9K +637 +2%
SIC
679
Salem Investment Counselors
North Carolina
$1.73M -$35.5K -667 -2%
CastleKeep Investment Advisors
680
CastleKeep Investment Advisors
Connecticut
$1.73M +$1.76M +33,008 New
SAG
681
SageView Advisory Group
California
$1.73M +$12.3K +230 +0.7%
BHPW
682
Beverly Hills Private Wealth
California
$1.72M -$51.2K -961 -3%
I
683
InceptionR
California
$1.71M +$1.75M +32,779 New
IA
684
IFP Advisors
Florida
$1.71M +$150K +2,823 +9%
BWL
685
Bogart Wealth LLC
Virginia
$1.71M +$6.34K +119 +0.4%
WA
686
WP Advisors
California
$1.7M +$33.5K +629 +2%
PCM
687
Poehling Capital Management
Wisconsin
$1.69M -$21.5K -404 -1%
Luther King Capital Management (LKCM)
688
Luther King Capital Management (LKCM)
Texas
$1.69M +$11.9K +224 +0.7%
S
689
SignatureFD
Georgia
$1.69M +$155K +2,912 +10%
NHC
690
Nicholas Hoffman & Company
Georgia
$1.68M +$1.6K +30 +0.1%
OL
691
one8zero8 LLC
North Carolina
$1.68M +$1.71M +32,169 New
WAM
692
WFA Asset Management
Wisconsin
$1.67M +$182K +3,421 +12%
KCPG
693
Kavar Capital Partners Group
Kansas
$1.67M
OTL
694
Oak Thistle LLC
New York
$1.67M +$127K +2,379 +8%
NG
695
Norden Group
Utah
$1.65M +$244K +4,582 +17%
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$1.65M +$47.7K +895 +3%
OFG
697
OmniStar Financial Group
North Carolina
$1.65M -$12K -226 -0.7%
BFS
698
Bradley Foster & Sargent
Connecticut
$1.65M -$4K -75 -0.2%
LA
699
Lynch & Associates
Indiana
$1.64M +$102K +1,914 +6%
CA
700
Cullinan Associates
Kentucky
$1.64M -$40K -750 -2%

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.