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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
TCPW
1226
Twin City Private Wealth
North Carolina
$436K -$8.39K -166 -2%
IA
1227
IFG Advisors
Missouri
$435K
GL
1228
Gerber LLC
Ohio
$434K +$101 +2 +0%
BSTWA
1229
Blake Schutter Theil Wealth Advisors
Ohio
$434K +$430K +8,502 New
TF
1230
Trek Financial
Arizona
$433K -$29.1K -576 -6%
GWSG
1231
GPS Wealth Strategies Group
Colorado
$432K +$197K +3,900 +84%
SWA
1232
SFMG Wealth Advisors
Texas
$432K +$51 +1 +0%
SNBOSCI
1233
Security National Bank of Sioux City Iowa
Iowa
$431K +$427K +8,450 New
CCA
1234
Cobblestone Capital Advisors
New York
$430K +$14K +277 +3%
PWPS
1235
Pinnacle Wealth Planning Services
Ohio
$429K -$3.49K -69 -0.8%
ET
1236
Equitable Trust
Tennessee
$428K +$50.5K +1,000 +14%
SAM
1237
SP Asset Management
California
$428K +$8.34K +165 +2%
IRC
1238
Investors Research Corp
Georgia
$427K
BCM
1239
Birmingham Capital Management
Alabama
$427K
DSC
1240
Duncker Streett & Co
Missouri
$427K -$20.9K -414 -5%
LI
1241
LRI Investments
Florida
$426K -$44.7K -884 -10%
SC
1242
Stephens Consulting
Michigan
$426K -$8.19K -162 -2%
UCMOK
1243
United Capital Management of KS
Kansas
$426K +$421K +8,337 New
SQA
1244
Simon Quick Advisors
New Jersey
$423K +$85.8K +1,697 +26%
PWA
1245
Providence Wealth Advisors
Illinois
$421K +$429K +8,482 New
ACIM
1246
Azimuth Capital Investment Management
Michigan
$421K +$16.4K +325 +4%
CST
1247
Charles Schwab Trust
Nevada
$421K +$80.5K +1,593 +24%
VFA
1248
Voya Financial Advisors
Connecticut
$420K +$3.89K +77 +0.9%
FP
1249
Financial Perspectives
Minnesota
$420K +$101 +2 +0%
DZ Bank
1250
DZ Bank
Germany
$418K -$1.55M -30,742 -79%

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.