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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
EWA
726
Exencial Wealth Advisors
Oklahoma
$1.53M -$1.06K -20 -0.1%
AI
727
Atom Investors
Texas
$1.52M -$242K -4,538 -13%
IAIM
728
International Assets Investment Management
Florida
$1.52M +$5.58M +104,676 New
GS
729
GWN Securities
Florida
$1.52M +$1.55M +29,096 New
DFG
730
Delta Financial Group
New Jersey
$1.51M -$12.9K -242 -0.8%
SWM
731
Spire Wealth Management
Virginia
$1.51M +$292K +5,490 +24%
CCM
732
Collar Capital Management
Wisconsin
$1.51M +$1.53M +28,806 New
FHB
733
First Hawaiian Bank
Hawaii
$1.51M -$86.6K -1,625 -5%
CIC
734
Cornercap Investment Counsel
Georgia
$1.5M -$59.8K -1,122 -4%
DF
735
Donoghue Forlines
Massachusetts
$1.5M +$1.53M +28,668 New
HAG
736
HF Advisory Group
Maryland
$1.49M -$23K -431 -1%
SWM
737
Silverlake Wealth Management
Vermont
$1.47M -$8.04K -151 -0.5%
MYIA
738
Mount Yale Investment Advisors
Colorado
$1.47M -$131K -2,460 -8%
ACL
739
Applied Capital LLC
Florida
$1.46M -$7.19K -135 -0.5%
FMC
740
First Merchants Corp
Indiana
$1.46M +$536K +10,058 +56%
Simplex Trading
741
Simplex Trading
Illinois
$1.46M +$1.49M +27,915 New
FMI
742
F/M Investments
District of Columbia
$1.45M +$236K +4,421 +19%
ACP
743
Aviance Capital Partners
Florida
$1.44M -$679K -12,741 -32%
DCM
744
Delta Capital Management
New Jersey
$1.44M -$11.2K -210 -0.8%
SWA
745
Stratos Wealth Advisors
Ohio
$1.44M -$213K -4,006 -13%
WOC
746
West Oak Capital
California
$1.43M
NSAM
747
North Star Asset Management
Wisconsin
$1.43M -$13.3K -250 -0.9%
BMSSC
748
B. Metzler seel. Sohn & Co
Germany
$1.43M
MGIA
749
Moneta Group Investment Advisors
Missouri
$1.43M +$417K +7,831 +40%
SSA
750
Schonfeld Strategic Advisors
New York
$1.43M +$322K +6,051 +29%

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.