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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
A
851
AlphaQuest
New York
$1.08M -$1.49M -27,911 -57%
PA
852
Profund Advisors
Maryland
$1.08M -$244K -4,574 -18%
HIP
853
HUB Investment Partners
Texas
$1.07M +$184K +3,452 +20%
SLI
854
Sumitomo Life Insurance
Japan
$1.07M -$33K -620 -3%
BFIM
855
Beese Fulmer Investment Management
Ohio
$1.07M
SSB
856
Sandy Spring Bank
Maryland
$1.06M -$11.8K -222 -1%
CRIG
857
Charter Research & Investment Group
Connecticut
$1.06M
S
858
SharpePoint
Arizona
$1.05M +$1.07M +20,158 New
JWBC
859
J.W. Burns & Co
New York
$1.05M -$53.3K -1,000 -5%
SCM
860
Spreng Capital Management
Ohio
$1.05M -$2.34K -44 -0.2%
AF
861
Advisornet Financial
Minnesota
$1.05M -$68.2K -1,280 -6%
FNT
862
First Nebraska Trust
Nebraska
$1.05M
WIP
863
WealthCare Investment Partners
Rhode Island
$1.05M +$21.3K +400 +2%
OP
864
ORG Partners
Indiana
$1.04M +$33.4K +627 +3%
EM
865
Excalibur Management
Massachusetts
$1.04M -$21.8K -410 -2%
FCI
866
Financial Counselors Inc
Kansas
$1.04M +$4.63K +87 +0.4%
MCM
867
Mainstay Capital Management
Michigan
$1.04M +$182K +3,411 +21%
LSA
868
Leonteq Securities AG
Switzerland
$1.04M -$340K -6,385 -24%
RPC
869
Rossmore Private Capital
Connecticut
$1.04M
CAM
870
Cidel Asset Management
Ontario, Canada
$1.03M -$32.5K -610 -3%
FTWA
871
Fifth Third Wealth Advisors
Ohio
$1.02M +$289K +5,416 +39%
DCM
872
DGS Capital Management
New Jersey
$1.01M +$119K +2,225 +13%
RWA
873
Redhawk Wealth Advisors
Minnesota
$1.01M +$339K +6,368 +49%
WJWM
874
Williams Jones Wealth Management
New York
$1.01M +$107K +2,018 +12%
SEA
875
Stegent Equity Advisors
Texas
$1M +$292K +5,477 +40%

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.