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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
EWM
1351
EPG Wealth Management
Georgia
$344K +$340K +6,733 New
MAG
1352
Mayfair Advisory Group
Alabama
$343K -$2.53K -50 -0.7%
SFG
1353
SevenBridge Financial Group
Pennsylvania
$342K
WI
1354
Wintrust Investments
Illinois
$342K -$3.17M -62,745 -90%
SFG
1355
Shum Financial Group
California
$340K +$317K +6,281 New
WTA
1356
Washington Trust Advisors
Massachusetts
$340K -$27.8K -550 -8%
NMIMC
1357
Northwestern Mutual Investment Management Company
Wisconsin
$340K -$3.64K -72 -1%
MPM
1358
MBB Public Markets
Illinois
$340K -$5.84M -115,510 -95%
TNBTD
1359
Trustmark National Bank Trust Department
Mississippi
$338K +$41.2K +816 +14%
GFS
1360
GYL Financial Synergies
Connecticut
$338K -$25.2K -499 -7%
FFG
1361
Fiduciary Financial Group
California
$337K +$23.5K +465 +7%
PAA
1362
Peregrine Asset Advisers
Oregon
$337K
BSSFA
1363
Baron Silver Stevens Financial Advisors
Florida
$336K -$21.7K -429 -6%
ICP
1364
Interchange Capital Partners
Pennsylvania
$335K -$1.62K -32 -0.5%
LSIA
1365
LaSalle St. Investment Advisors
Illinois
$333K +$16.2K +321 +5%
BFG
1366
Bouchey Financial Group
New York
$332K +$10.1K +199 +3%
WIC
1367
Woodmont Investment Counsel
Tennessee
$332K +$94.8K +1,876 +40%
SACTSONJ
1368
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$332K
PFSC
1369
Peoples Financial Services Corp
Pennsylvania
$332K
SDAM
1370
Shulman DeMeo Asset Management
New York
$331K -$51.6K -1,020 -14%
TSW
1371
Thompson Siegel & Walmsley
Virginia
$330K +$327K +6,462 New
WDA
1372
Wendell David Associates
New Hampshire
$329K
PA
1373
PFG Advisors
Arizona
$329K +$1.16K +23 +0.4%
ICM
1374
IMS Capital Management
Oregon
$328K +$325K +6,433 New
ANBT
1375
American National Bank & Trust
Texas
$328K -$18.9K -373 -5%

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.