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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
RTC
1851
Riverview Trust Company
Washington
$43.8K +$2.02K +40 +5%
HF
1852
Halpern Financial
Virginia
$43K -$16.7K -330 -28%
IWP
1853
IAG Wealth Partners
Wisconsin
$43K +$10.8K +213 +34%
ICM
1854
Islay Capital Management
Texas
$43K
SWA
1855
SOA Wealth Advisors
New York
$41.5K +$505 +10 +1%
MSWM
1856
Mowery & Schoenfeld Wealth Management
Illinois
$40.8K
MIM
1857
Meridiem Investment Management
United Kingdom
$40.8K
WWM
1858
Wolff Wiese Magana
California
$40.7K +$303 +6 +0.8%
PFG
1859
Peterson Financial Group
Iowa
$40.7K +$40.3K +797 New
PIS
1860
POM Investment Strategies
North Carolina
$40.1K +$505 +10 +1%
AEPWM
1861
Atlantic Edge Private Wealth Management
Florida
$40K
DWS
1862
Dynamic Wealth Strategies
California
$38K
UIA
1863
Ulland Investment Advisors
Minnesota
$38K
VWM
1864
Valley Wealth Managers
New Jersey
$37.4K +$3.34K +66 +10%
TIM
1865
Tortoise Investment Management
New York
$36.9K +$202 +4 +0.6%
ADL
1866
Asset Dedication LLC
California
$36.8K
RWA
1867
Redmont Wealth Advisors
Illinois
$36K
WOSD
1868
WFA of San Diego
California
$34.1K
WCM
1869
Westend Capital Management
California
$34K
IHWM
1870
Iron Horse Wealth Management
Iowa
$34K -$5.05K -100 -13%
HGA
1871
Hobbs Group Advisors
South Carolina
$33.9K
LIS
1872
Legacy Investment Solutions
Idaho
$33.6K +$30.8K +609 New
LWMI
1873
Legacy Wealth Management (Idaho)
Idaho
$33.6K +$30.8K +609 New
PA
1874
Pineridge Advisors
Missouri
$33.2K -$10.6K -209 -24%
BCA
1875
Bray Capital Advisors
Florida
$33.2K -$2.27K -45 -6%

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.