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
AA
926
Ancora Advisors
Ohio
$771K -$75.3K -1,490 -9%
BWA
927
Bordeaux Wealth Advisors
California
$770K +$50.3K +996 +7%
CFA
928
CWS Financial Advisors
Michigan
$770K +$4.4K +87 +0.6%
FCP
929
Fidelis Capital Partners
Florida
$768K +$303 +6 +0%
BTWM
930
Brass Tax Wealth Management
Ohio
$767K +$760K +15,034 New
GCM
931
Gables Capital Management
Florida
$767K -$3.39K -67 -0.4%
AL
932
Arnhold LLC
New York
$766K
CLOS
933
Compagnie Lombard Odier SCmA
Switzerland
$766K
MGAM
934
McGowan Group Asset Management
Texas
$763K +$17.7K +350 +2%
RWP
935
RWA Wealth Partners
Massachusetts
$761K +$234K +4,625 +45%
NVCHI
936
New Vernon Capital Holdings II
New Jersey
$761K
SC
937
Syon Capital
California
$757K -$6.07K -120 -0.8%
DWA
938
Douglass Winthrop Advisors
New York
$755K
CC
939
Courier Capital
New York
$754K -$1.92K -38 -0.3%
UB
940
UMB Bank
Missouri
$753K +$49.8K +986 +7%
HNB
941
Hilltop National Bank
Wyoming
$753K +$4.04K +80 +0.5%
BC
942
Bridgefront Capital
Texas
$753K +$122K +2,415 +20%
WKWM
943
Walter & Keenan Wealth Management
Indiana
$750K +$758 +15 +0.1%
SWM
944
Salvus Wealth Management
New Jersey
$750K +$19.9K +393 +3%
CCA
945
Checchi Capital Advisers
California
$750K +$33.8K +669 +5%
WAM
946
Walker Asset Management
Missouri
$748K -$126K -2,489 -15%
TCA
947
Transcend Capital Advisors
New Jersey
$743K -$13.4K -266 -2%
AWM
948
Avior Wealth Management
Nebraska
$740K +$190K +3,754 +35%
WPW
949
Waldron Private Wealth
Pennsylvania
$740K +$155K +3,059 +27%
KCM
950
Kendall Capital Management
Maryland
$740K

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.