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Altria Group

2,166 hedge funds and large institutions have $55.4B invested in Altria Group in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 841 increasing their positions, 712 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 84

18% more repeat investments, than reductions

Existing positions increased: 841 | Existing positions reduced: 712

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more funds holding

Funds holding: 1,9912,166 (+175)

7% more capital invested

Capital invested by funds: $52B → $55.4B (+$3.39B)

0.81% more ownership

Funds ownership: 59.59%60.41% (+0.81%)

34% less call options, than puts

Call options by funds: $642M | Put options by funds: $974M

Holders
2,166
Holders Change
+175
Holders Change %
+8.79%
% of All Funds
28.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
301
Increased
841
Reduced
712
Closed
84
Calls
$642M
Puts
$974M
Net Calls
-$332M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
1676
B.O.S.S. Retirement Advisors
Utah
$251K -$2.84M -53,353 -92%
MA
1677
MJP Associates
Connecticut
$250K +$14.6K +274 +6%
EA
1678
Everpar Advisors
Oklahoma
$248K +$14.4K +271 +6%
AIA
1679
Angeles Investment Advisors
California
$248K
DLA
1680
Douglas Lane & Associates
New York
$247K +$252K +4,731 New
WB
1681
Webster Bank
Connecticut
$247K
DJSG
1682
D.J. St. Germain
Massachusetts
$247K +$55.5K +1,042 +28%
CCB
1683
Country Club Bank
Missouri
$247K +$7.99K +150 +3%
FB
1684
Finward Bancorp
Indiana
$247K +$251K +4,718 New
TPWA
1685
TRUE Private Wealth Advisors
Oregon
$246K
TIA
1686
Traphagen Investment Advisors
New Jersey
$246K -$3.36K -63 -1%
ST
1687
Somerset Trust
Pennsylvania
$246K +$251K +4,710 New
HBT
1688
Hills Bank & Trust
Iowa
$246K
APW
1689
Austin Private Wealth
Texas
$245K +$250K +4,686 New
RFS
1690
Richardson Financial Services
Massachusetts
$245K -$7.19K -135 -3%
TBNY
1691
Trustco Bank (New York)
New York
$244K -$53.2K -999 -18%
LAM
1692
Longboard Asset Management
Arizona
$244K +$249K +4,667 New
FI
1693
FWG Investments
Kentucky
$243K -$15.1K -284 -6%
BF
1694
Blankinship & Foster
California
$243K
CHAM
1695
Clear Harbor Asset Management
Connecticut
$243K
GP
1696
Greenline Partners
New York
$242K +$23.9K +448 +11%
CPIA
1697
Cornell Pochily Investment Advisors
New York
$242K -$10.1K -190 -4%
WCFA
1698
Walkner Condon Financial Advisors
Wisconsin
$242K +$746 +14 +0.3%
BS
1699
Banco Santander
Spain
$241K -$9.7M -182,025 -98%
PG
1700
Patten Group
Tennessee
$241K +$11.3K +213 +5%

MO Hedge Fund Activity: Q4 2024 in Review

2,166 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2024, worth a combined $55.4B — up 6.5% from $52B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new MO positions and 84 closed out — a net gain of 217 holders — while 841 added to existing stakes and 712 trimmed.

The largest buyer was UBS Group, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $257M.

  • 2,166 institutional investors held Altria Group (MO) as of Q4 2024, up from 1,991 in Q3 2024.
  • Funds reported $55.4B of Altria Group stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 301 funds opened new Altria Group positions in Q4 2024 and 84 closed out, a net change of +217 holders.
  • The largest Altria Group buyer in Q4 2024 was UBS Group, an estimated $126M added.
  • The largest Altria Group seller in Q4 2024 was BlackRock, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.