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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
MMPW
751
Mitchell McLeod Pugh & Williams
Alabama
$1.25M -$17.2K -340 -1%
ACA
752
Atlas Capital Advisors
Wyoming
$1.25M +$61K +1,207 +5%
ACI
753
Alpha Cubed Investments
California
$1.24M +$2.73K +54 +0.2%
FHA
754
Flagship Harbor Advisors
Massachusetts
$1.24M -$49.9K -987 -4%
FHA
755
First Horizon Advisors
Tennessee
$1.23M -$43.3K -857 -3%
SW
756
Simplicity Wealth
New Jersey
$1.23M -$1.62M -32,036 -57%
FFN
757
Focus Financial Network
Minnesota
$1.23M -$58.6K -1,160 -5%
GAM
758
Groupama Asset Management
France
$1.22M -$771K -15,248 -21%
JIP
759
Jaffetilchin Investment Partners
Florida
$1.22M +$361K +7,142 +43%
LIM
760
Leavell Investment Management
Alabama
$1.2M +$22.9K +454 +2%
V
761
VeraBank
Texas
$1.2M +$431K +8,534 +57%
SWM
762
Spire Wealth Management
Virginia
$1.19M -$107K -2,121 -8%
PWP
763
Precedent Wealth Partners
Texas
$1.19M +$1.18M +23,301 New
CL
764
CSS LLC
Illinois
$1.18M -$505K -10,000 -30%
FT
765
Fiduciary Trust
Massachusetts
$1.18M -$89.7K -1,775 -7%
LDB
766
Lee, Danner & Bass
Tennessee
$1.18M +$12.6K +250 +1%
PNC
767
Park National Corp
Ohio
$1.18M -$41.5K -822 -3%
TCM
768
Traynor Capital Management
Pennsylvania
$1.17M +$33.2K +657 +3%
CCFM
769
Clear Creek Financial Management
Washington
$1.17M -$20.2K -400 -2%
RIL
770
Rothschild Investment LLC
Illinois
$1.17M -$3.44K -68 -0.3%
BAM
771
Berkshire Asset Management
Pennsylvania
$1.17M
JCM
772
Jacobi Capital Management
Pennsylvania
$1.17M +$4.95K +98 +0.4%
VT
773
Vise Technologies
New York
$1.16M +$10.4K +205 +0.9%
IP
774
Ignite Planners
California
$1.16M -$74.1K -1,467 -6%
BHBT
775
Burke & Herbert Bank & Trust
Virginia
$1.15M -$101 -2 -0%

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.