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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
ORC
1626
O'Rourke & Company
Massachusetts
$223K +$221K +4,371 New
GC
1627
Garde Capital
Washington
$223K
IA
1628
Insight Advisors
Pennsylvania
$223K +$221K +4,364 New
HI
1629
Human Investing
Oregon
$222K +$220K +4,349 New
DA
1630
Detalus Advisors
Missouri
$222K +$220K +4,348 New
SWM
1631
Stockman Wealth Management
Montana
$222K +$219K +4,341 New
NIM
1632
Northeast Investment Management
Massachusetts
$221K +$219K +4,330 New
NC
1633
NBW Capital
Massachusetts
$221K +$219K +4,328 New
RFS
1634
Richardson Financial Services
Massachusetts
$220K
HIIFS
1635
Harel Insurance Investments & Financial Services
Israel
$220K +$218K +4,309 New
LGWM
1636
Litman Gregory Wealth Management
California
$220K +$218K +4,307 New
SIAP
1637
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$220K +$217K +4,301 New
CPA
1638
Cardiff Park Advisors
California
$219K +$217K +4,297 New
PCP
1639
Proficio Capital Partners
Massachusetts
$219K -$43.2K -854 -17%
JE
1640
JMAC Enterprises
Pennsylvania
$218K +$216K +4,277 New
I
1641
INVST
Indiana
$218K -$19.9K -393 -8%
SHFA
1642
SC&H Financial Advisors
Maryland
$217K +$215K +4,251 New
RPCONE
1643
Retirement Planning Company of New England
Rhode Island
$217K +$215K +4,250 New
SDWMA
1644
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K +$214K +4,241 New
FWM
1645
Forza Wealth Management
Florida
$216K +$214K +4,238 New
SCA
1646
Stonebridge Capital Advisors
Minnesota
$216K +$214K +4,236 New
KWM
1647
Kolinsky Wealth Management
New Jersey
$215K -$13.3K -264 -6%
FCFC
1648
First Citizens Financial Corp
Iowa
$214K +$212K +4,202 New
BCM
1649
Becker Capital Management
Oregon
$214K +$208K +4,118 New
APW
1650
Axim Planning & Wealth
Ohio
$214K +$212K +4,196 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.