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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
RWM
1876
Ruedi Wealth Management
Illinois
$33.2K -$1.11K -22 -3%
AWM
1877
AllSquare Wealth Management
New York
$32.9K
BCM
1878
Basso Capital Management
Connecticut
$32.4K -$59.6K -1,179 -65%
PCA
1879
Providence Capital Advisors
North Carolina
$32.2K +$253 +5 +0.8%
BP
1880
BNP Paribas
France
$32.2K
AAG
1881
Accordant Advisory Group
Maryland
$31.9K +$1.26K +25 +4%
SWM
1882
Sanctuary Wealth Management
Idaho
$31.3K
TCM
1883
TD Capital Management
Tennessee
$31.2K +$14.2K +280 +85%
GSEP
1884
Golden State Equity Partners
California
$31.1K -$518K -10,248 -94%
AT
1885
Arlington Trust
Alabama
$30.6K -$7.03K -139 -19%
PCWA
1886
Pacific Capital Wealth Advisors
California
$30.5K
MCA
1887
Maryland Capital Advisors
Maryland
$30.1K +$354 +7 +1%
CCA
1888
Criterion Capital Advisors
Tennessee
$29.6K
WPA
1889
West Paces Advisors
Georgia
$29.6K
TWD
1890
True Wealth Design
Ohio
$29.2K +$23.4K +462 +420%
NRG
1891
Nemes Rush Group
Michigan
$28.3K
TCG
1892
Transcendent Capital Group
Oklahoma
$28K
SR
1893
Summer Road
Florida
$27.7K
FMP
1894
Financial Management Professionals
Texas
$27K -$910 -18 -3%
PP
1895
Pacifica Partners
Canada
$26.7K -$3.69K -73 -12%
CT
1896
Clearstead Trust
Maine
$25.7K
SJIM
1897
St. Johns Investment Management
Florida
$25.5K
PS
1898
Planned Solutions
California
$25.5K +$25.3K +500 New
RA
1899
Rise Advisors
New York
$24.8K +$9.25K +183 +60%
GFPC
1900
Global Financial Private Client
Florida
$23.1K +$8.44K +167 +59%

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.