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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
CT
851
Colonial Trust
South Carolina
$946K +$440K +8,706 +89%
ZF
852
Zhang Financial
Michigan
$942K +$10.2K +202 +1%
RWPA
853
Richard W. Paul & Associates
Michigan
$929K +$3.44K +68 +0.4%
EIP
854
Epoch Investment Partners
New York
$928K -$24.1K -476 -3%
IWN
855
Independent Wealth Network
Iowa
$917K -$5.76K -114 -0.6%
DW30
856
Drucker Wealth 3.0
New Jersey
$917K +$6.72K +133 +0.7%
LIA
857
LS Investment Advisors
Michigan
$915K +$240K +4,748 +36%
FMC
858
First Merchants Corp
Indiana
$915K +$382K +7,563 +73%
FLPIM
859
F.L. Putnam Investment Management
Massachusetts
$913K +$181K +3,577 +27%
BCWM
860
Bartlett & Co Wealth Management
Ohio
$907K -$23K -456 -3%
CA
861
Cortland Associates
Missouri
$905K +$16.1K +318 +2%
CI
862
Cigna Investments
Connecticut
$900K -$12.6K -250 -1%
CGL
863
Clarius Group LLC
Washington
$899K -$47.3K -936 -5%
ACM
864
Aster Capital Management
United Arab Emirates
$899K +$891K +17,619 New
SIM
865
Sentry Investment Management
Wisconsin
$899K +$42K +831 +5%
OLA
866
Oliver Luxxe Assets
New Jersey
$899K
TCOT
867
Trust Company of Toledo
Ohio
$894K +$29.1K +576 +3%
AIP
868
Ameritas Investment Partners
Nebraska
$894K -$28.5K -563 -3%
WP
869
WealthPLAN Partners
Nebraska
$890K -$5.61K -111 -0.6%
MWM
870
Mission Wealth Management
California
$888K +$161K +3,178 +22%
KA
871
KLCM Advisors
Wisconsin
$886K +$7.53K +149 +0.9%
NSIM
872
North Star Investment Management
Illinois
$884K -$3.99K -79 -0.5%
WJWM
873
Williams Jones Wealth Management
New York
$883K +$10.2K +202 +1%
EHC
874
Everett Harris & Co
California
$877K +$25.3K +500 +3%
NS
875
NBC Securities
Alabama
$876K -$77.5K -1,533 -8%

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.