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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
EBA
1726
Eagle Bay Advisors
New York
$167K -$5.96K -118 -4%
CPA
1727
Capital Performance Advisors
California
$166K +$164K +3,250 New
FCAS
1728
First Command Advisory Services
Texas
$165K
APC
1729
Aspire Private Capital
North Carolina
$164K +$1.16K +23 +0.7%
FC
1730
Fairscale Capital
New Hampshire
$159K
BFPW
1731
BOK Financial Private Wealth
Colorado
$156K +$152K +3,000 New
ITIM
1732
Indiana Trust & Investment Management
Indiana
$156K
KFI
1733
Key Financial Inc
Pennsylvania
$154K +$859 +17 +0.6%
JEST
1734
JTC Employer Solutions Trustee
Jersey
$153K
CAS
1735
Coppell Advisory Solutions
Texas
$152K -$37K -733 -20%
JWA
1736
JFS Wealth Advisors
Pennsylvania
$151K +$1.11K +22 +0.8%
TLA
1737
Tanglewood Legacy Advisors
Texas
$150K
SWP
1738
SIMA Wealth Partners
Virginia
$149K
CCMW
1739
Cypress Capital Management (Wyoming)
Wyoming
$148K
AA
1740
AlphaMark Advisors
Kentucky
$148K -$6.12K -121 -4%
MRCM
1741
M&R Capital Management
New Jersey
$148K +$1.87K +37 +1%
PCMC
1742
Planning Capital Management Corporation
Pennsylvania
$147K -$2.53K -50 -2%
AGWCA
1743
Annis Gardner Whiting Capital Advisors
Florida
$145K -$910 -18 -0.6%
PAI
1744
Pittenger & Anderson Inc
Nebraska
$143K
KB
1745
Kimelman & Baird
New York
$142K
CTWM
1746
Cherry Tree Wealth Management
Minnesota
$141K
RMC
1747
Resources Management Corp
Connecticut
$139K -$30.3K -600 -18%
NI
1748
NCP Inc
California
$138K
VCM
1749
Versant Capital Management
Arizona
$132K +$1.31K +26 +1%
HFM
1750
Harvest Fund Management
China
$132K +$119K +2,351 +1,036%

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.