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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
SXL
1501
Summit X LLC
Missouri
$268K -$26K -515 -8%
SAI
1502
Savvy Advisors Inc
New York
$267K +$265K +5,240 New
CICI
1503
Capital Investment Counsel Inc
North Carolina
$265K +$3.23K +64 +1%
PCS
1504
Private Client Services
Kentucky
$265K +$262K +5,191 New
SAW
1505
Signal Advisors Wealth
Michigan
$265K +$262K +5,189 New
SIA
1506
Sage Investment Advisers
New York
$265K -$16.5K -327 -6%
RPWA
1507
Regent Peak Wealth Advisors
Georgia
$265K +$6.12K +121 +2%
AIC
1508
Archer Investment Corporation
Indiana
$264K +$1.67K +33 +0.6%
MFG
1509
Mosaic Financial Group
Illinois
$264K
FFO
1510
Fiduciary Family Office
Florida
$264K -$17.4K -345 -6%
HW
1511
Hedeker Wealth
Illinois
$263K +$261K +5,156 New
LRWA
1512
Long Run Wealth Advisors
New York
$263K +$4.85K +96 +2%
EIP
1513
Ellis Investment Partners
Pennsylvania
$263K -$28K -554 -10%
CAM
1514
Concorde Asset Management
Michigan
$262K +$859 +17 +0.3%
EWM
1515
Executive Wealth Management
Michigan
$262K +$1.52K +30 +0.6%
NEWAS
1516
N.E.W. Advisory Services
Wisconsin
$261K -$8.59K -170 -3%
EFA
1517
Evernest Financial Advisors
Indiana
$261K +$258K +5,110 New
GIBU
1518
Gulf International Bank (UK)
United Kingdom
$260K -$317K -6,281 -55%
SLC
1519
Second Line Capital
Louisiana
$259K -$9.76K -193 -4%
NPFS
1520
Novak & Powell Financial Services
Florida
$259K -$9K -178 -3%
MPI
1521
Mairs & Power Inc
Minnesota
$258K +$101 +2 +0%
WWS
1522
Wellington Wealth Strategies
Indiana
$257K -$45.2K -895 -16%
FUBT
1523
First United Bank & Trust
Maryland
$257K
6F
1524
626 Financial
Michigan
$257K -$16.2K -320 -6%
LWM
1525
Lakeridge Wealth Management
Ohio
$257K -$4.14K -82 -2%

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.