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Altria Group

2,166 hedge funds and large institutions have $55.4B invested in Altria Group in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 841 increasing their positions, 712 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 84

18% more repeat investments, than reductions

Existing positions increased: 841 | Existing positions reduced: 712

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more funds holding

Funds holding: 1,9912,166 (+175)

7% more capital invested

Capital invested by funds: $52B → $55.4B (+$3.39B)

0.81% more ownership

Funds ownership: 59.59%60.41% (+0.81%)

34% less call options, than puts

Call options by funds: $642M | Put options by funds: $974M

Holders
2,166
Holders Change
+175
Holders Change %
+8.79%
% of All Funds
28.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
301
Increased
841
Reduced
712
Closed
84
Calls
$642M
Puts
$974M
Net Calls
-$332M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1276
Schnieders Capital Management
California
$478K -$53.3K -1,000 -10%
SIC
1277
Sterling Investment Counsel
New York
$477K
HI
1278
Hendershot Investments
Virginia
$477K
EPIM
1279
Evelyn Partners Investment Management
$476K +$485K +9,112 New
AWM
1280
Angeles Wealth Management
California
$476K -$2.77K -52 -0.6%
OIM
1281
Orca Investment Management
Oregon
$475K -$50K -938 -9%
CB
1282
Centennial Bank
Arkansas
$475K -$6.92K -130 -1%
SA
1283
Skyline Advisors
Washington
$473K -$4.58K -86 -0.9%
SA
1284
Strategic Advisors
New York
$473K +$59.7K +1,120 +14%
HBS
1285
Howard Bailey Securities
Indiana
$473K -$33.3K -625 -6%
HCP
1286
Hardin Capital Partners
South Carolina
$471K -$23.9K -449 -5%
NSEDCP
1287
NJ State Employees Deferred Compensation Plan
New Jersey
$471K
GF
1288
Gries Financial
Ohio
$470K -$7.51K -141 -2%
PAG
1289
Powers Advisory Group
Illinois
$470K +$5.22K +98 +1%
NGA
1290
Naples Global Advisors
Florida
$470K -$5.33K -100 -1%
GIP
1291
Greatmark Investment Partners
Georgia
$467K
PP
1292
PDS Planning
Ohio
$466K +$7.99K +150 +2%
UCMOK
1293
United Capital Management of KS
Kansas
$465K +$29.7K +557 +7%
EW
1294
Evoke Wealth
California
$464K +$3.68K +69 +0.8%
HF
1295
HRT Financial
New York
$463K +$472K +8,868 New
SEP
1296
Southland Equity Partners
Missouri
$462K +$156K +2,937 +50%
SWP
1297
SIMA Wealth Partners
Virginia
$462K +$315K +5,918 +203%
WSC
1298
Wellington Shields & Co
New York
$461K +$53 +1 +0%
LA
1299
Lifeworks Advisors
Michigan
$459K +$68.2K +1,281 +17%
PWM
1300
Partners Wealth Management
California
$458K +$467K +8,761 New

MO Hedge Fund Activity: Q4 2024 in Review

2,166 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2024, worth a combined $55.4B — up 6.5% from $52B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new MO positions and 84 closed out — a net gain of 217 holders — while 841 added to existing stakes and 712 trimmed.

The largest buyer was UBS Group, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $257M.

  • 2,166 institutional investors held Altria Group (MO) as of Q4 2024, up from 1,991 in Q3 2024.
  • Funds reported $55.4B of Altria Group stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 301 funds opened new Altria Group positions in Q4 2024 and 84 closed out, a net change of +217 holders.
  • The largest Altria Group buyer in Q4 2024 was UBS Group, an estimated $126M added.
  • The largest Altria Group seller in Q4 2024 was BlackRock, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.