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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
GIA
1751
GHP Investment Advisors
Colorado
$132K +$9.4K +186 +8%
JGIA
1752
Jackson Grant Investment Advisers
Connecticut
$129K +$2.33K +46 +2%
RDIA
1753
RE Dickinson Investment Advisors
Iowa
$129K
RBC
1754
Roble Belko & Company
Pennsylvania
$127K
PPC
1755
Park Place Capital
Alabama
$127K +$1.82K +36 +1%
S
1756
Sachetta
Massachusetts
$126K -$16.1K -319 -12%
CWM
1757
CarsonAllaria Wealth Management
Illinois
$125K -$12.4K -246 -9%
FMB
1758
Field & Main Bank
Kentucky
$122K
WPWM
1759
Western Pacific Wealth Management
Illinois
$122K +$121K +2,400 New
AA
1760
Addison Advisors
Vermont
$122K +$9.2K +182 +8%
BFS
1761
Burkett Financial Services
South Carolina
$121K +$2.48K +49 +2%
GWP
1762
Gen-Wealth Partners
Michigan
$121K -$1.97K -39 -2%
POIA
1763
Pin Oak Investment Advisors
Texas
$121K +$5.71K +113 +5%
BONH
1764
Bank of New Hampshire
New Hampshire
$118K
M
1765
MOTCO
Texas
$117K +$17.9K +354 +18%
DWM
1766
Darwin Wealth Management
Florida
$116K +$115K +2,281 New
CB
1767
CNB Bank
Pennsylvania
$116K -$6.01K -119 -5%
SWS
1768
SYSTM Wealth Solutions
Illinois
$112K -$5.13M -101,542 -98%
TSMHT
1769
Thurston Springer Miller Herd & Titak
Indiana
$110K +$505 +10 +0.5%
MTIC
1770
Missouri Trust & Investment Company
Missouri
$107K
OC
1771
Oarsman Capital
Wisconsin
$107K +$106K +2,095 New
RP
1772
Rowlandmiller & Partners
Georgia
$106K +$105K +2,082 New
BL
1773
BFSG LLC
California
$105K +$1.06K +21 +1%
OA
1774
Operose Advisors
Wisconsin
$101K -$57.9K -1,145 -37%
WAS
1775
Winch Advisory Services
Wisconsin
$100K +$2.02K +40 +2%

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.