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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
SAM
1426
SignalPoint Asset Management
Missouri
$300K +$2.38K +47 +0.8%
AIFAIM
1427
American Institute for Advanced Investment Management
Arizona
$299K +$10.1K +200 +4%
RWP
1428
Ridgecrest Wealth Partners
California
$299K +$10.1K +200 +4%
TI
1429
TrueMark Investments
Illinois
$298K -$257K -5,086 -47%
OWA
1430
Opal Wealth Advisors
New York
$297K +$5.46K +108 +2%
CL
1431
COWA LLC
Oklahoma
$296K
SSWM
1432
Smith Salley Wealth Management
North Carolina
$295K +$15.1K +298 +5%
AWM
1433
Aberdeen Wealth Management
Illinois
$295K
WFA
1434
WMG Financial Advisors
Tennessee
$295K -$253 -5 -0.1%
MCCA
1435
Mill Creek Capital Advisors
Pennsylvania
$294K -$15.3K -302 -5%
AAP
1436
Arax Advisory Partners
Colorado
$294K +$4.35K +86 +2%
RCI
1437
RS Crum Inc
California
$294K -$13.9K -275 -5%
MS
1438
Maven Securities
Jersey
$294K +$291K +5,762 New
MF
1439
Manchester Financial
California
$293K
COI
1440
Connable Office Inc
Michigan
$293K
BWP
1441
Barlow Wealth Partners
Kentucky
$293K
CA
1442
Centerpoint Advisors
Massachusetts
$293K -$50.5K -1,000 -15%
JLBC
1443
J.L. Bainbridge & Co
Florida
$293K +$27.8K +550 +11%
LA
1444
Lane & Associates
New Jersey
$292K -$24.6K -487 -8%
KOC
1445
Koss-Olinger Consulting
Florida
$292K +$289K +5,723 New
BAM
1446
Byrne Asset Management
New Jersey
$292K -$16.9K -335 -6%
PIA
1447
Perennial Investment Advisors
California
$292K +$3.29K +65 +1%
LW
1448
Linscomb Wealth
Texas
$292K -$43.9K -868 -13%
RSWM
1449
Robertson Stephens Wealth Management
California
$291K -$16.6K -328 -6%
EIM
1450
Ervin Investment Management
Washington
$291K

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.