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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
TFM
1101
TFC Financial Management
Massachusetts
$554K
WA
1102
Wealth Architects
California
$553K +$3.84K +76 +0.7%
GC
1103
Grimes & Company
Massachusetts
$552K +$8.29K +164 +2%
PCM
1104
Perritt Capital Management
Illinois
$550K +$7.43K +147 +1%
BJL
1105
Brighton Jones LLC
Washington
$549K -$410K -8,106 -43%
LMKC
1106
L.M. Kohn & Company
Ohio
$548K -$24.2K -479 -4%
CSB
1107
City State Bank
Iowa
$548K -$22.5K -445 -4%
SLT
1108
St Louis Trust
Missouri
$546K
WG
1109
Wealth Group
North Carolina
$544K +$14.9K +294 +3%
SFI
1110
Siemens Fonds Invest
Germany
$544K
WSCM
1111
Wellington Shields Capital Management
New York
$544K -$101K -2,000 -16%
GM
1112
GeoWealth Management
Illinois
$544K +$6.87K +136 +1%
MIH
1113
Meitav Investment House
Israel
$540K -$148K -2,934 -22%
ESB
1114
Essex Savings Bank
Connecticut
$539K -$60.7K -1,200 -10%
JAFL
1115
Jay A. Fishman Ltd
Michigan
$539K
FOFP
1116
Fee-Only Financial Planning
South Carolina
$539K -$10.1K -200 -2%
FCA
1117
FinTrust Capital Advisors
South Carolina
$538K +$151K +2,978 +39%
TCM
1118
Tufton Capital Management
Maryland
$537K -$57.1K -1,130 -10%
MPM
1119
Meritage Portfolio Management
Kansas
$535K +$3.03K +60 +0.6%
JWWM
1120
Johnson & White Wealth Management
Pennsylvania
$533K +$50.6K +1,001 +11%
PA
1121
Procyon Advisors
Connecticut
$532K -$21.9K -433 -4%
OC
1122
Oakworth Capital
Alabama
$532K +$67.2K +1,329 +15%
ACP
1123
Aveo Capital Partners
Colorado
$532K -$19.1K -377 -3%
UWS
1124
Unique Wealth Strategies
Illinois
$531K +$433K +8,562 +466%
RB
1125
Rodgers Brothers
Pennsylvania
$530K

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.