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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
IP
776
Ignite Planners
California
$1.32M +$116K +2,169 +10%
WI
777
Wedgewood Investors
Pennsylvania
$1.32M -$26.6K -500 -2%
LCM
778
Logan Capital Management
Pennsylvania
$1.32M
RDIA
779
RE Dickinson Investment Advisors
Iowa
$1.32M
ECM
780
Eisler Capital Management
United Kingdom
$1.31M +$1.33M +24,940 New
HSA
781
HBK Sorce Advisory
Pennsylvania
$1.31M -$29K -544 -2%
MSA
782
MUFG Securities Americas
New York
$1.31M +$1.33M +25,018 New
MNA
783
Manning & Napier Advisors
New York
$1.31M
ACI
784
Alpha Cubed Investments
California
$1.29M +$27.2K +510 +2%
Federated Hermes
785
Federated Hermes
Pennsylvania
$1.29M -$415K -7,787 -24%
CCFM
786
Clear Creek Financial Management
Washington
$1.27M +$74.2K +1,392 +6%
CAC
787
Certified Advisory Corp
Florida
$1.27M -$18.5K -348 -1%
WAAG
788
Wealth Alliance Advisory Group
Kansas
$1.25M -$31.6K -593 -2%
SAM
789
Smartleaf Asset Management
Massachusetts
$1.25M +$172K +3,236 +16%
LIM
790
Leavell Investment Management
Alabama
$1.25M +$20.2K +379 +2%
FFA
791
First Foundation Advisors
California
$1.24M -$176K -3,312 -12%
MMPW
792
Mitchell McLeod Pugh & Williams
Alabama
$1.24M -$49K -920 -4%
FHA
793
Flagship Harbor Advisors
Massachusetts
$1.23M -$32.7K -614 -3%
MNBTD
794
Moody National Bank Trust Division
Texas
$1.23M -$53.7K -1,009 -4%
V
795
VeraBank
Texas
$1.23M -$2.66K -50 -0.2%
MIS
796
Morningstar Investment Services
Illinois
$1.23M -$10.1M -189,824 -89%
PGF
797
Plan Group Financial
Oklahoma
$1.23M +$118K +2,213 +10%
LDB
798
Lee, Danner & Bass
Tennessee
$1.22M +$17.8K +335 +1%
VCM
799
Viewpoint Capital Management
Washington
$1.22M +$200K +3,746 +19%
KA
800
Kovack Advisors
Florida
$1.21M -$171K -3,202 -12%

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.