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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
SIS
1651
Strategic Investment Solutions
Illinois
$214K
NDSI
1652
Newman Dignan & Sheerar Inc
Rhode Island
$214K +$215K +4,254 New
GP
1653
Greenline Partners
New York
$214K +$212K +4,187 New
SM
1654
Sweeney & Michel
California
$213K +$217K +4,299 New
MAG
1655
MRA Advisory Group
New Jersey
$213K -$34.2K -676 -14%
UPS
1656
UHLMANN PRICE SECURITIES
Illinois
$212K +$210K +4,157 New
HWM
1657
Horizon Wealth Management
Illinois
$211K +$209K +4,142 New
BOPW
1658
Brandywine Oak Private Wealth
Pennsylvania
$211K +$209K +4,132 New
RC
1659
Roundview Capital
New Jersey
$210K -$97.5K -1,929 -32%
CFO
1660
Callan Family Office
Pennsylvania
$210K +$208K +4,121 New
SIS
1661
Sound Income Strategies
Florida
$210K -$11.4K -225 -5%
TSWM
1662
Triangle Securities Wealth Management
North Carolina
$209K -$97K -1,920 -32%
RWM
1663
Rockline Wealth Management
New York
$209K +$207K +4,103 New
FAIM
1664
Financial Advocates Investment Management
Washington
$209K +$207K +4,091 New
W
1665
Wealthquest
Ohio
$209K +$207K +4,100 New
LIP
1666
Lighthouse Investment Partners
Florida
$209K +$207K +4,090 New
DWMS
1667
Dominguez Wealth Management Solutions
Virginia
$209K +$207K +4,089 New
WMA
1668
Wealth Management Associates
New Jersey
$208K +$206K +4,083 New
VA
1669
Valmark Advisers
Ohio
$208K +$206K +4,082 New
MSR
1670
Main Street Research
Connecticut
$208K +$202K +4,000 New
HFS
1671
Hoge Financial Services
Pennsylvania
$208K +$206K +4,079 New
CSC
1672
Caldwell Sutter Capital
California
$208K -$93.5K -1,850 -31%
FFG
1673
Fortem Financial Group
California
$207K +$205K +4,057 New
VHAM
1674
Van Hulzen Asset Management
California
$207K -$29.8K -589 -13%
NB
1675
Northwest Bancshares
Pennsylvania
$207K -$64.8K -1,282 -24%

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.