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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
BI
1551
Beckerman Institutional
New Jersey
$247K +$245K +4,841 New
RSA
1552
River Street Advisors
Illinois
$247K
CT
1553
Chicago Trust
Illinois
$247K -$64.1K -1,268 -21%
CPIA
1554
Cornell Pochily Investment Advisors
New York
$246K +$12.6K +250 +5%
BCB
1555
Brian C. Broderick
$246K
BCV
1556
Banque Cantonale Vaudoise
Switzerland
$246K -$2.82M -55,782 -92%
CPSAC
1557
Chas P. Smith & Associates (CPS)
Florida
$246K -$117K -2,318 -32%
AP
1558
Atwood & Palmer
Missouri
$245K
NWM
1559
Northwest Wealth Management
Iowa
$245K +$758 +15 +0.3%
CPA
1560
Capital Planning Advisors
California
$244K +$242K +4,790 New
TIA
1561
Traphagen Investment Advisors
New Jersey
$244K -$13.5K -267 -5%
SBWIC
1562
Schaper Benz & Wise Investment Counsel
Wisconsin
$243K +$101 +2 +0%
D
1563
Diversified
Delaware
$243K -$6.12K -121 -2%
DE
1564
Diversified Enterprises
Delaware
$243K +$240K +4,752 New
AIA
1565
Angeles Investment Advisors
California
$242K
WAC
1566
William Allan Corp
Colorado
$242K +$1.52K +30 +0.6%
EL
1567
EWA LLC
Pennsylvania
$242K +$220K +4,362 New
WB
1568
Webster Bank
Connecticut
$241K
CFD
1569
Creative Financial Designs
Indiana
$241K -$28K -554 -10%
ISL
1570
Ingalls & Snyder LLC
New York
$241K
JAG
1571
Journey Advisory Group
Kentucky
$241K
TPWA
1572
TRUE Private Wealth Advisors
Oregon
$240K -$303K -6,000 -56%
JWM
1573
Jeppson Wealth Management
California
$240K
HBT
1574
Hills Bank & Trust
Iowa
$240K -$149K -2,949 -39%
PFWA
1575
Paces Ferry Wealth Advisors
Georgia
$240K +$237K +4,695 New

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.