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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
WFI
1401
West Family Investments
California
$311K +$36.1K +715 +13%
FAT
1402
First American Trust
California
$311K -$3.59K -71 -1%
DC
1403
Defender Capital
North Carolina
$311K
SCM
1404
Silvant Capital Management
Georgia
$311K
BIP
1405
Blueprint Investment Partners
North Carolina
$311K -$15K -296 -5%
SMA
1406
Seven Mile Advisory
New Jersey
$310K +$3.79K +75 +1%
1SB
1407
1ST Source Bank
Indiana
$310K
LAS
1408
Lloyd Advisory Services
Georgia
$310K -$21.6K -427 -7%
VCM
1409
Virtue Capital Management
Tennessee
$308K -$216K -4,271 -41%
WDL
1410
Well Done LLC
Michigan
$307K -$95.2K -1,883 -24%
MA
1411
Mezzasalma Advisors
New Jersey
$306K
AAM
1412
Augustine Asset Management
Florida
$306K -$8.69K -172 -3%
1WM
1413
1900 Wealth Management
Texas
$305K +$708 +14 +0.2%
ABWM
1414
Alpine Bank Wealth Management
Colorado
$305K +$302K +5,980 New
WTFG
1415
Wells Trecaso Financial Group
Ohio
$305K -$41.1K -814 -12%
FBT
1416
First Bankers Trust
Kentucky
$305K
BIAS
1417
Beacon Investment Advisory Services
New Jersey
$304K +$47.2K +934 +19%
SMA
1418
Sage Mountain Advisors
Georgia
$303K +$22.3K +442 +8%
GCM
1419
Gladius Capital Management
Illinois
$302K +$14.3K +283 +5%
TIA
1420
Tandem Investment Advisors
South Carolina
$302K +$152 +3 +0.1%
S
1421
SimplyRich
California
$302K +$299K +5,925 New
CFCI
1422
Comprehensive Financial Consultants Institutional
Indiana
$302K -$20.5K -406 -6%
SEP
1423
Southland Equity Partners
Missouri
$301K +$298K +5,900 New
CFFP
1424
Center for Financial Planning
Michigan
$301K
EB
1425
Emprise Bank
Kansas
$301K

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.