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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
WB
1501
West Bancorporation
Iowa
$328K
TPCW
1502
TD Private Client Wealth
New York
$328K -$47.5K -892 -12%
KA
1503
KDT Advisors
New York
$327K +$333K +6,245 New
GW
1504
Griffith & Werner
Georgia
$326K +$332K +6,233 New
GFG
1505
Goldstone Financial Group
Illinois
$325K +$331K +6,216 New
BCI
1506
Blue Capital Inc
Nebraska
$325K +$331K +6,214 New
SB
1507
SIG Brokerage
New York
$324K +$330K +6,200 New
OFS
1508
OneAscent Financial Services
Alabama
$324K +$330K +6,197 New
WFI
1509
West Family Investments
California
$324K +$4.95K +93 +2%
RF
1510
Roxbury Financial
New Jersey
$323K +$298K +5,600 New
RF
1511
Rossby Financial
Florida
$322K +$328K +6,164 New
RSWM
1512
Robertson Stephens Wealth Management
California
$321K +$23.3K +437 +8%
KTA
1513
Keeley-Teton Advisors
Illinois
$320K
HP
1514
Hilltop Partners
Indiana
$320K +$326K +6,117 New
1SB
1515
1ST Source Bank
Indiana
$320K +$2.18K +41 +0.7%
NFG
1516
Northeast Financial Group
Pennsylvania
$319K -$1.6K -30 -0.5%
DC
1517
Defender Capital
North Carolina
$318K
ORC
1518
O'Rourke & Company
Massachusetts
$318K +$91.3K +1,714 +39%
SFG
1519
Sovereign Financial Group
Connecticut
$318K -$112K -2,102 -26%
MCCA
1520
Mill Creek Capital Advisors
Pennsylvania
$316K +$15.1K +283 +5%
CFGW
1521
Chancellor Financial Group WB
Pennsylvania
$316K +$322K +6,046 New
TFGT
1522
TS Financial Group (TSFG)
Illinois
$316K -$3.89K -73 -1%
HCM
1523
Hall Capital Management
Rhode Island
$315K +$321K +6,025 New
CSC
1524
Caldwell Sutter Capital
California
$315K +$104K +1,945 +48%
RWM
1525
Riverbend Wealth Management
South Carolina
$315K +$321K +6,018 New

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.