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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
TWM
976
Tradition Wealth Management
Minnesota
$704K +$1.57K +31 +0.2%
CPIG
977
Chicago Partners Investment Group
Illinois
$702K +$126K +2,485 +21%
MYLI
978
Meiji Yasuda Life Insurance
Japan
$701K -$322K -6,365 -32%
A
979
Allianz
Germany
$699K
MWM
980
Meridian Wealth Management
Kentucky
$698K -$6.27K -124 -0.9%
CAM
981
Columbia Asset Management
Michigan
$698K +$5.05K +100 +0.7%
SEA
982
Stegent Equity Advisors
Texas
$698K +$108K +2,139 +19%
FMII
983
Farmers & Merchants Investments Inc
Nebraska
$694K +$65.7K +1,300 +11%
TT
984
TI-Trust
Illinois
$693K -$253 -5 -0%
FG
985
Fiduciary Group
Georgia
$693K -$16.5K -326 -2%
MSG
986
Main Street Group
Virginia
$693K -$28.9K -572 -4%
KFA
987
Kapstone Financial Advisors
Ohio
$692K -$10.1K -200 -1%
CRWM
988
Castle Rock Wealth Management
California
$690K -$2.07K -41 -0.3%
CCG
989
Coastwise Capital Group
California
$686K -$205K -4,058 -23%
GLA
990
Great Lakes Advisors
Illinois
$686K +$680K +13,449 New
PWP
991
Principle Wealth Partners
Connecticut
$686K
AOWM
992
Alpha Omega Wealth Management
Virginia
$684K -$15K -296 -2%
WWMSC
993
Wagner Wealth Management (South Carolina)
South Carolina
$682K +$8.19K +162 +1%
BFO
994
Boston Family Office
Massachusetts
$682K -$22.7K -450 -3%
RMAM
995
Raab & Moskowitz Asset Management
New Jersey
$682K
NL
996
NWAM LLC
Washington
$682K +$97.3K +1,925 +17%
IAS
997
Insigneo Advisory Services
Florida
$680K -$24.2K -479 -3%
LI
998
LMCG Investments
Massachusetts
$678K +$35.7K +706 +6%
NRS
999
Neville Rodie & Shaw
New York
$678K +$2.43K +48 +0.4%
ECA
1000
Elevated Capital Advisors
Utah
$676K -$8.95K -177 -1%

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.