We are live on ! Find out more
MO icon

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
AWM
1326
Ariadne Wealth Management
California
$362K +$341K +6,754 New
WPA
1327
Winning Points Advisors
Florida
$361K +$433K +8,569 New
DIM
1328
Delta Investment Management
California
$361K +$51 +1 +0%
SWP
1329
Summit Wealth Partners
Florida
$360K +$1.31K +26 +0.4%
PB
1330
Pinnacle Bancorp
Nebraska
$360K +$96.5K +1,910 +37%
CTI
1331
Community Trust & Investment
Kentucky
$360K -$3.79K -75 -1%
IAP
1332
Indie Asset Partners
Indiana
$360K -$104K -2,063 -23%
SPWG
1333
Sage Private Wealth Group
Illinois
$359K -$5.21K -103 -1%
GPW
1334
Gentry Private Wealth
Kansas
$357K -$12.9K -256 -4%
APA
1335
Astoria Portfolio Advisors
New York
$356K +$37.4K +740 +12%
PL
1336
Plancorp LLC
Missouri
$355K +$5.91K +117 +2%
WCAMG
1337
Woodard & Company Asset Management Group
North Carolina
$353K
CPL
1338
CAP Partners LLC
Tennessee
$353K +$6.22K +123 +2%
WIM
1339
WealthPlan Investment Management
Nebraska
$353K +$13.2K +261 +4%
ACA
1340
Affinity Capital Advisors
California
$353K
RCA
1341
Ranch Capital Advisors
Florida
$350K +$15.3K +302 +5%
BFA
1342
Beaumont Financial Advisors
Massachusetts
$350K +$346K +6,854 New
SFFS
1343
Stonehage Fleming Financial Services
Jersey
$348K
RCA
1344
Resonant Capital Advisors
Wisconsin
$347K +$27.4K +543 +9%
RG
1345
Renaissance Group
Kentucky
$346K -$17.1K -338 -5%
PC
1346
Prairiewood Capital
North Dakota
$346K
VWM
1347
Venturi Wealth Management
Texas
$345K +$119K +2,347 +53%
IAG
1348
Investment Advisory Group
Massachusetts
$344K -$5.21K -103 -2%
HTIM
1349
Harbour Trust & Investment Management
Indiana
$344K -$40.4K -800 -11%
MSWM
1350
McGlone Suttner Wealth Management
Wisconsin
$344K +$20.7K +410 +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.