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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
DCM
876
DGS Capital Management
New Jersey
$875K +$458K +9,054 +112%
HIP
877
HUB Investment Partners
Texas
$871K +$52.8K +1,045 +7%
CHA
878
Carmichael Hill & Associates
Maryland
$867K -$6.17K -122 -0.7%
CAI
879
Capital Advisors Inc
Oklahoma
$865K +$21.8K +431 +3%
SC
880
Searle & Co
Connecticut
$863K -$45.4K -899 -5%
IB
881
Intrust Bank
Kansas
$860K +$59K +1,168 +7%
AWE
882
Avidian Wealth Enterprises
Texas
$860K +$13.7K +272 +2%
KFC
883
Klingenstein Fields & Co
New York
$858K
FTIS
884
First Trust Investment Solutions
Florida
$852K -$61.6K -1,218 -7%
IC
885
Inscription Capital
Texas
$851K -$95.6K -1,891 -10%
WWA
886
WCG Wealth Advisors
Nevada
$851K +$59.5K +1,177 +8%
PFA
887
Pure Financial Advisors
California
$850K +$463K +9,155 +122%
MLL
888
Moody Lynn & Lieberson
Massachusetts
$850K -$1.11K -22 -0.1%
Loomis, Sayles & Company
889
Loomis, Sayles & Company
Massachusetts
$849K +$349K +6,907 +71%
VSQM
890
V-Square Quantitative Management
Illinois
$840K +$214K +4,238 +35%
AFTS
891
American Financial & Tax Strategies
New York
$839K
CWA
892
Centennial Wealth Advisory
Michigan
$839K +$15.1K +298 +2%
MCM
893
Mainstay Capital Management
Michigan
$839K +$830K +16,429 New
GBT
894
Grove Bank & Trust
Florida
$834K -$121K -2,399 -13%
CBT
895
CoreFirst Bank & Trust
Kansas
$832K -$2.27K -45 -0.3%
CA
896
Continuum Advisory
Idaho
$831K +$84.5K +1,671 +13%
EB
897
Eastern Bank
Massachusetts
$828K +$820K +16,225 New
MIM
898
Marco Investment Management
Georgia
$823K +$153K +3,025 +23%
RPGK
899
Retirement Planning Group (Kansas)
Kansas
$822K +$9.7K +192 +1%
WIA
900
Westbourne Investment Advisors
Maryland
$822K

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.