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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
CAL
1451
Capital Analysts LLC
Pennsylvania
$351K +$58.8K +1,103 +20%
BAG
1452
Bridgewealth Advisory Group
California
$350K +$348K +6,536 New
RCA
1453
Resonant Capital Advisors
Wisconsin
$350K -$5.01K -94 -1%
PTC
1454
Petrus Trust Company
Texas
$349K +$356K +6,683 New
PC
1455
Prairiewood Capital
North Dakota
$349K -$4.79K -90 -1%
RG
1456
Renaissance Group
Kentucky
$349K -$6.07K -114 -2%
CPL
1457
CAP Partners LLC
Tennessee
$349K -$13.7K -258 -4%
SMA
1458
Seven Mile Advisory
New Jersey
$347K +$30K +564 +9%
NMIMC
1459
Northwestern Mutual Investment Management Company
Wisconsin
$347K -$1.76K -33 -0.5%
SIAP
1460
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$347K +$124K +2,329 +54%
WF
1461
Wayfinding Financial
Washington
$346K +$353K +6,625 New
TNBTD
1462
Trustmark National Bank Trust Department
Mississippi
$345K -$1.92K -36 -0.5%
PAA
1463
Peregrine Asset Advisers
Oregon
$345K
HFS
1464
Howard Financial Services
Texas
$344K +$19K +356 +6%
SP
1465
Symmetry Partners
Connecticut
$344K +$351K +6,588 New
BSSFA
1466
Baron Silver Stevens Financial Advisors
Florida
$344K
Harris Associates
1467
Harris Associates
Illinois
$343K -$208M -3,900,077 -100%
WTA
1468
Washington Trust Advisors
Massachusetts
$342K -$6.66K -125 -2%
SFG
1469
SevenBridge Financial Group
Pennsylvania
$342K
PA
1470
PFG Advisors
Arizona
$341K +$4.9K +92 +1%
AWA
1471
Aaron Wealth Advisors
Illinois
$340K +$44K +826 +15%
SACTSONJ
1472
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$340K
WIC
1473
Woodmont Investment Counsel
Tennessee
$339K -$1.06K -20 -0.3%
PFSC
1474
Peoples Financial Services Corp
Pennsylvania
$339K -$639 -12 -0.2%
CA
1475
Carson Advisory
Georgia
$339K +$11.7K +220 +4%

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.