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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
TFO
1526
Tarbox Family Office
California
$256K +$13.4K +265 +6%
AWP
1527
Atlas Wealth Partners
Pennsylvania
$256K
JC
1528
JB Capital
Connecticut
$256K -$20.7K -410 -8%
TFA
1529
Toth Financial Advisory
Virginia
$255K -$4.75K -94 -2%
SDWIA
1530
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$255K
AA
1531
Alta Advisers
United Kingdom
$255K
BIA
1532
Barry Investment Advisors
Massachusetts
$255K +$2.43K +48 +1%
GWM
1533
Greenhouse Wealth Management
Connecticut
$255K
IFWM
1534
Institute for Wealth Management
Colorado
$253K -$5.46K -108 -2%
JF
1535
JSF Financial
California
$252K +$1.01K +20 +0.4%
OHWP
1536
Oak Harbor Wealth Partners
North Carolina
$252K +$1.92K +38 +0.8%
FI
1537
FWG Investments
Kentucky
$252K +$7.33K +145 +3%
RCM
1538
Requisite Capital Management
Texas
$251K +$5.05K +100 +2%
BCMLT
1539
Beacon Capital Management LLC (Tennessee)
Tennessee
$251K -$13.5K -268 -5%
QWP
1540
Quotient Wealth Partners
Texas
$250K +$11.1K +219 +5%
YAM
1541
Yacktman Asset Management
Texas
$250K
BIG
1542
Brooklyn Investment Group
New York
$250K +$248K +4,899 New
SIA
1543
Schechter Investment Advisors
Michigan
$250K -$30.3K -600 -11%
GWMIA
1544
Global Wealth Management Investment Advisory
Florida
$250K +$247K +4,893 New
WAG
1545
Wheelhouse Advisory Group
Missouri
$249K +$2.02K +40 +0.8%
SCG
1546
Sonata Capital Group
Washington
$248K
EFSCE
1547
Enterprise Financial Services Corp (EFSC)
Missouri
$248K +$202 +4 +0.1%
BB
1548
Berkshire Bank
Massachusetts
$248K +$245K +4,850 New
OWP
1549
Obermeyer Wealth Partners
Colorado
$247K
MHB
1550
Midwest Heritage Bank
Iowa
$247K -$211K -4,182 -46%

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.