We are live on ! Find out more
MO icon

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
BP
901
Ballentine Partners
Massachusetts
$822K +$40.5K +801 +5%
FFM
902
Forum Financial Management
Illinois
$822K +$138K +2,730 +20%
WDC
903
Woodward Diversified Capital
California
$821K -$30.3K -600 -4%
LWL
904
Leo Wealth LLC
Texas
$821K -$50K -989 -6%
BST
905
Bath Savings Trust
Maine
$821K
GGI
906
Godsey & Gibb Inc
Virginia
$819K -$88.9K -1,758 -10%
JIC
907
Joel Isaacson & Co
New York
$817K -$22.7K -449 -3%
AFG
908
Allegheny Financial Group
Pennsylvania
$816K -$24.8K -491 -3%
MIM
909
MTM Investment Management
South Carolina
$815K +$3.13K +62 +0.4%
RGF
910
Retirement Guys Formula
Ohio
$813K +$44.7K +884 +6%
BPWM
911
Badgley Phelps Wealth Managers
Washington
$812K -$25.3K -500 -3%
MLA
912
My Legacy Advisors
Oregon
$803K -$193K -3,818 -20%
PT
913
Plimoth Trust
Massachusetts
$802K -$13.4K -265 -2%
EGA
914
Eagle Global Advisors
Texas
$802K -$9.8K -194 -1%
CF
915
Centaurus Financial
California
$801K -$4.2K -83 -0.5%
MWM
916
Modern Wealth Management
Kansas
$795K +$235K +4,658 +43%
EA
917
Ellsworth Advisors
Ohio
$786K +$101K +1,998 +15%
SCI
918
Silver Coast Investments
United States
$784K -$35.1K -695 -4%
IA
919
IFG Advisory
Georgia
$783K -$28.2K -557 -4%
SMH
920
Sanders Morris Harris
Texas
$782K
PTC
921
Philadelphia Trust Company
Pennsylvania
$781K -$135K -2,672 -15%
GGS
922
Galvin Gaustad & Stein
Arizona
$778K -$809 -16 -0.1%
UF
923
Univest Financial
Pennsylvania
$776K +$499K +9,880 +185%
CD
924
Chapin Davis
Maryland
$775K -$40.5K -801 -5%
NFG
925
Nations Financial Group
Iowa
$775K -$13.7K -271 -2%

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.