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Altria Group
MO

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: 1,914 → 1,991 (+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: 18 → 18 (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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$644M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$317M
3
State Street
State Street
Massachusetts
+$198M
4
Barclays
Barclays
United Kingdom
+$158M
5
Renaissance Technologies
Renaissance Technologies
New York
+$90.4M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$393M
2
Harris Associates
Harris Associates
Illinois
-$381M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$321M
4
Capital World Investors
Capital World Investors
California
-$125M
5
Truist Financial
Truist Financial
North Carolina
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1676
Sweet Financial Partners
Minnesota
$206K +$204K +4,042 New
CCM
1677
Crew Capital Management
Ohio
$206K +$204K +4,037 New
CFG
1678
Clayton Financial Group
Missouri
$206K +$204K +4,036 New
RBFC
1679
Roman Butler Fullerton & Co
Missouri
$205K +$208K +4,112 New
RWM
1680
RKL Wealth Management
Pennsylvania
$205K +$203K +4,019 New
YDMI
1681
Y.D. More Investments
Israel
$205K +$5.91K +117 +3%
DP
1682
Dearborn Partners
Illinois
$205K +$203K +4,015 New
Financial Engines Advisors
1683
Financial Engines Advisors
California
$204K +$198K +3,919 New
FWSM
1684
First Wilshire Securities Management
California
$204K +$202K +4,000 New
GWAG
1685
Garrett Wealth Advisory Group
Texas
$204K +$202K +3,992 New
BWM
1686
Baron Wealth Management
Michigan
$204K +$202K +3,990 New
DIP
1687
DT Investment Partners
Pennsylvania
$203K +$16.3K +323 +9%
WAL
1688
W Advisors LLC
Tennessee
$203K +$201K +3,983 New
CCG
1689
Ceeto Capital Group
Florida
$203K – – –
GWANC
1690
Guardian Wealth Advisors (North Carolina)
North Carolina
$203K +$201K +3,975 New
AWM
1691
Aries Wealth Management
Maine
$203K +$201K +3,970 New
GAB
1692
German American Bancorp
Indiana
$203K +$201K +3,970 New
BMO
1693
Beck Mack & Oliver
New York
$202K -$84.1K -1,664 -30%
MMHP
1694
Murphy Middleton Hinkle & Parker
Georgia
$202K -$33.7K -666 -14%
KIC
1695
Keating Investment Counselors
Florida
$201K +$199K +3,947 New
BWP
1696
BSW Wealth Partners
Colorado
$201K +$199K +3,945 New
LFGO
1697
Legacy Financial Group (Oklahoma)
Oklahoma
$201K +$186K +3,683 New
IA
1698
IAM Advisory
Pennsylvania
$201K +$199K +3,929 New
FCA
1699
Fortis Capital Advisors
Kansas
$201K +$199K +3,929 New
WCM
1700
Wedge Capital Management
North Carolina
$200K +$198K +3,926 New
66 67
68
69 70

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.