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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
MWA
1826
MFA Wealth Advisors
Pennsylvania
$61.2K +$30.3K +600 +100%
FPFS
1827
First Personal Financial Services
North Carolina
$61.2K +$404 +8 +0.7%
FPB
1828
First PREMIER Bank
South Dakota
$61K
CPG
1829
Cornerstone Planning Group
New Jersey
$61K -$96.3K -1,906 -61%
AWM
1830
Activest Wealth Management
Florida
$60.9K +$202 +4 +0.3%
GEA
1831
Glen Eagle Advisors
New Jersey
$58.1K +$6.07K +120 +12%
CTA
1832
Colonial Trust Advisors
South Carolina
$57.2K
GTAM
1833
Global Trust Asset Management
Florida
$56.9K
ETS
1834
ESL Trust Services
New York
$56.1K -$10.1K -200 -15%
SC
1835
Sawyer & Company
Massachusetts
$56K
C
1836
Covestor
United Kingdom
$53K -$4.45K -88 -8%
CAM
1837
Creekmur Asset Management
Illinois
$52.4K +$1.42K +28 +3%
BLC
1838
Brown, Lisle/Cummings
Rhode Island
$52.2K -$6.32K -125 -11%
GKIM
1839
GW&K Investment Management
Massachusetts
$52K +$4.45K +88 +9%
ATC
1840
Advantage Trust Company
Kansas
$51K
PP
1841
Pingora Partners
Wyoming
$51K
NPP
1842
New Potomac Partners
Maryland
$51K +$50.5K +1,000 New
MHR
1843
Matthew Hamilton Rosenberg
$49.4K -$16.6K -329 -25%
TVWM
1844
Tower View Wealth Management
Wisconsin
$49.3K +$657 +13 +1%
CFS
1845
CGC Financial Services
Oregon
$48.5K +$5.05K +100 +12%
PWMG
1846
Private Wealth Management Group
New Jersey
$48.3K
OW
1847
Olistico Wealth
Oklahoma
$47.9K -$8.59K -170 -15%
FG
1848
Fairman Group
Pennsylvania
$46.4K +$20.7K +410 +85%
BGAI
1849
Bruce G. Allen Investments
Colorado
$44.5K
LI
1850
Louisbourg Investments
New Brunswick, Canada
$43.9K

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.