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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
MW
1576
MBL Wealth
North Carolina
$239K +$253 +5 +0.1%
WP
1577
WealthShield Partners
North Carolina
$239K +$607 +12 +0.3%
VFPW
1578
Vantage Financial Partners (Wisconsin)
Wisconsin
$238K +$6.77K +134 +3%
BWP
1579
Balboa Wealth Partners
Arizona
$238K +$236K +4,661 New
WCG
1580
Weaver Consulting Group
California
$238K
BF
1581
Blankinship & Foster
California
$237K
FFG
1582
Frisch Financial Group
New York
$237K -$23.4K -462 -9%
CHAM
1583
Clear Harbor Asset Management
Connecticut
$237K -$1.77K -35 -0.7%
SIA
1584
Soltis Investment Advisors
Utah
$237K -$48.7K -964 -17%
RS
1585
Rakuten Securities
Japan
$236K +$23.8K +471 +11%
WCFA
1586
Walkner Condon Financial Advisors
Wisconsin
$236K -$11.8K -234 -5%
MMG
1587
Monetary Management Group
Missouri
$235K -$10.1K -200 -4%
CT
1588
Coastline Trust
Rhode Island
$235K
CCM
1589
Chilton Capital Management
Texas
$235K +$74.3K +1,471 +47%
EW
1590
Element Wealth
Mississippi
$235K +$9.7K +192 +4%
CCB
1591
Country Club Bank
Missouri
$234K
SFA
1592
Souders Financial Advisors
Ohio
$233K +$910 +18 +0.4%
XWM
1593
Xcel Wealth Management
Florida
$233K +$231K +4,568 New
OFS
1594
OMC Financial Services
New York
$233K
DDC
1595
DF Dent & Co
Maryland
$233K +$231K +4,562 New
EWM
1596
Elmwood Wealth Management
California
$232K
HNWAG
1597
High Net Worth Advisory Group
Florida
$232K
NAM
1598
NTV Asset Management
West Virginia
$232K
NIC
1599
Northwest Investment Counselors
Oregon
$232K +$230K +4,545 New
HB
1600
HTLF Bank
Colorado
$231K -$32.7K -647 -12%

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.