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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
EDRH
1801
Edmond de Rothschild Holding
Switzerland
$76.6K -$27K -534 -26%
KA
1802
Kozak & Associates
Colorado
$75.7K +$3.03K +60 +4%
BWAM
1803
Boyd Watterson Asset Management
Ohio
$74.8K -$1.36K -27 -2%
PCTC
1804
Perkins Coie Trust Company
Washington
$74.5K
HWM
1805
Hemington Wealth Management
Virginia
$74K +$69K +1,365 New
PBK
1806
Peoples Bank (Kansas)
Kansas
$73.5K
AFWM
1807
Abich Financial Wealth Management
Virginia
$73.4K -$148K -2,924 -67%
BIA
1808
Bell Investment Advisors
California
$73.1K
SIC
1809
SJS Investment Consulting
Ohio
$72.6K +$69.8K +1,380 +3,286%
CA
1810
Crewe Advisors
Utah
$71.6K
PWM
1811
Partnership Wealth Management
Maryland
$70.2K +$303 +6 +0.4%
AWM
1812
Atticus Wealth Management
Florida
$70K -$8.49K -168 -11%
CH
1813
Canton Hathaway
Rhode Island
$68K
SC
1814
Steph & Co
Wisconsin
$67.4K +$6.12K +121 +10%
GFL
1815
Granite FO LLC
New Hampshire
$66.5K +$65.8K +1,302 New
CAM
1816
Costello Asset Management
Pennsylvania
$66.4K
FCT
1817
First Community Trust
Iowa
$66.4K
LFASL
1818
Lugano Financial Advisors SA (LFA)
Switzerland
$66.4K
PFA
1819
Pathway Financial Advisers
Indiana
$65.5K -$31.3K -620 -33%
OLVIG
1820
Oliver Lagore Vanvalin Investment Group
Michigan
$64.7K -$26.8K -530 -29%
QC
1821
Quent Capital
New York
$64.3K +$1.11K +22 +2%
HB
1822
Horizon Bancorp
Indiana
$64K -$1.26K -25 -2%
B
1823
Birchbrook
Maine
$63.8K
CA
1824
Claris Advisors
Missouri
$63.2K +$62.6K +1,239 New
WBC
1825
West Branch Capital
Massachusetts
$61.6K +$303 +6 +0.5%

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.