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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
FBC
1476
Fairfield, Bush & Co
Connecticut
$278K -$51 -1 -0%
TPI
1477
Trust Point Inc
Wisconsin
$278K +$910 +18 +0.3%
GWWM
1478
Great Waters Wealth Management
Minnesota
$278K
SFC
1479
Strategic Financial Concepts
Texas
$277K -$13.8M -273,748 -98%
HIA
1480
Harbor Investment Advisory
Maryland
$277K -$556 -11 -0.2%
BHWM
1481
Bar Harbor Wealth Management
New Hampshire
$276K -$2.02K -40 -0.7%
TA
1482
TrueWealth Advisors
Alabama
$276K +$960 +19 +0.4%
BHIA
1483
Birch Hill Investment Advisors
Massachusetts
$276K
IDA
1484
Intelligence Driven Advisers
California
$275K +$22K +435 +9%
PG
1485
Prostatis Group
Maryland
$275K -$36.6K -725 -12%
GWA
1486
Gratus Wealth Advisors
Virginia
$275K
NCM
1487
Next Capital Management
New York
$274K -$17.7K -351 -6%
CFS
1488
CRA Financial Services
New Jersey
$273K -$8.95K -177 -3%
FPCP
1489
Fort Point Capital Partners
California
$273K -$2.53K -50 -0.9%
LWM
1490
LJI Wealth Management
Indiana
$272K -$55.6K -1,100 -17%
ZIC
1491
ZWJ Investment Counsel
Georgia
$272K
VC
1492
Vestor Capital
Illinois
$272K -$1.67K -33 -0.6%
LFA
1493
Legacy Financial Advisors
Kentucky
$272K -$4.45K -88 -2%
TW
1494
TrinityPoint Wealth
Connecticut
$271K -$103K -2,046 -28%
HTHT
1495
Hemenway Trust Hemenway Trust
New Hampshire
$271K -$1.42K -28 -0.5%
SAS
1496
Stelac Advisory Services
New York
$271K
FWP
1497
FAS Wealth Partners
Kansas
$270K +$2.88K +57 +1%
GIA
1498
Guyasuta Investment Advisors
Pennsylvania
$269K -$15.2K -300 -5%
FAG
1499
Fortitude Advisory Group
Washington
$268K +$1.62K +32 +0.6%
FA
1500
FSA Advisors
Michigan
$268K +$11.2K +221 +4%

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.