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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
SNB
1776
Security National Bank
Nebraska
$99.9K
DPW
1777
DiNuzzo Private Wealth
Pennsylvania
$99.8K +$51 +1 +0.1%
WWP
1778
WR Wealth Planners
Missouri
$99.5K +$3.13K +62 +3%
AW
1779
Avion Wealth
Texas
$99K -$3.34K -66 -3%
FWA
1780
FSC Wealth Advisors
New York
$97.3K -$50.5K -1,000 -34%
MB
1781
Mizuho Bank
Japan
$97K
AFG
1782
Albion Financial Group
Utah
$96.4K +$556 +11 +0.6%
PMFA
1783
Plante Moran Financial Advisors
Michigan
$95.3K -$21.2K -420 -18%
GJIA
1784
Glass Jacobson Investment Advisors
Maryland
$93.1K -$9K -178 -9%
TIM
1785
Thompson Investment Management
Wisconsin
$90K
ME
1786
McIlrath & Eck
Washington
$89.1K +$7.08K +140 +9%
PG
1787
Proffitt & Goodson
Tennessee
$89K +$7.13K +141 +9%
NECFA
1788
New England Capital Financial Advisors
Connecticut
$85.5K +$1.67K +33 +2%
CP
1789
Castleview Partners
Texas
$85.2K -$303 -6 -0.4%
TC
1790
Tacita Capital
Ontario, Canada
$82.3K +$6.42K +127 +9%
PCFFS
1791
Pacific Center for Financial Services
California
$81.8K
HC
1792
Hoese & Co
Minnesota
$81.7K
CB
1793
Community Bank
New York
$81.4K
CWM
1794
Cranbrook Wealth Management
Michigan
$81.4K +$657 +13 +0.8%
FCM
1795
Fourpath Capital Management
Oklahoma
$80.9K +$80.1K +1,585 New
TFIPS
1796
Towarzystwo Funduszy Inwestycyjnych PZU SA
$80.1K +$21K +416 +36%
UCB
1797
United Community Bank
South Carolina
$80K -$809 -16 -1%
SAM
1798
S.A. Mason
Michigan
$79.9K
EWM
1799
Evermay Wealth Management
Virginia
$79K -$18.3K -362 -19%
BC
1800
Barrett & Company
Rhode Island
$77.1K -$1.01K -20 -1%

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.