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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
MCM
1126
Monarch Capital Management
Indiana
$529K
WQ
1127
Wealth Quarterback
New Jersey
$529K -$22.3K -441 -4%
JFL
1128
Jarislowsky, Fraser Ltd
Quebec, Canada
$526K -$1.82M -36,000 -78%
CVM
1129
Cheviot Value Management
California
$525K -$3.29K -65 -0.6%
TFA
1130
Teamwork Financial Advisors
Texas
$524K +$29.7K +588 +6%
LWCFA
1131
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$522K -$12.6K -250 -2%
MFG
1132
MidWestOne Financial Group
Iowa
$522K -$3.79K -75 -0.7%
CIA
1133
Cladis Investment Advisory
Montana
$521K
KFP
1134
KMG Fiduciary Partners
Ohio
$520K -$910 -18 -0.2%
KFA
1135
Krane Funds Advisors
New York
$519K +$142K +2,812 +38%
VRM
1136
Vectors Research Management
New York
$518K -$12.1K -240 -2%
SCM
1137
Schnieders Capital Management
California
$518K +$4.14K +82 +0.8%
AO
1138
Advisor OS
Illinois
$517K +$40.1K +793 +8%
FMTC
1139
Farmers & Merchants Trust Company
California
$517K +$63.6K +1,259 +14%
QWM
1140
Quadcap Wealth Management
Texas
$516K -$24.8K -491 -5%
TA
1141
TFB Advisors
Kansas
$513K +$13.6K +269 +3%
OIM
1142
Orca Investment Management
Oregon
$511K +$22K +436 +5%
MCA
1143
MSH Capital Advisors
Arizona
$510K +$607 +12 +0.1%
MWA
1144
Moser Wealth Advisors
Washington
$510K -$169K -3,350 -25%
SFC
1145
SYM Financial Corp
Indiana
$509K +$79.7K +1,576 +19%
CFO
1146
CVA Family Office
Colorado
$507K +$34.5K +683 +7%
PFA
1147
Peak Financial Advisors
Colorado
$506K -$28.1K -555 -5%
CG
1148
CFO4Life Group
Texas
$505K +$12.3K +243 +3%
CWM
1149
C2C Wealth Management
Arizona
$504K
SCM
1150
Shelton Capital Management
Colorado
$501K -$32.7K -647 -6%

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.