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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
PCM
1951
Penserra Capital Management
California
$7K
NFA
1952
Northwest Financial Advisors
Virginia
$6.63K +$6.57K +130 New
ACM
1953
Anfield Capital Management
California
$6.33K
AWM
1954
Abound Wealth Management
Tennessee
$5.83K +$2.83K +56 +97%
CTB
1955
Country Trust Bank
Illinois
$5.61K
RTL
1956
Red Tortoise LLC
Georgia
$5.1K
HC
1957
Hara Capital
Washington
$5.1K +$5.05K +100 New
RF
1958
Robinswood Financial
Washington
$5.1K +$5.05K +100 New
CMP
1959
Coston McIsaac & Partners
Maine
$5.01K -$52.9K -1,047 -1%
W
1960
WealthCollab
Washington
$4.54K +$3.39K +67 +305%
HWP
1961
Highline Wealth Partners
California
$4.49K +$2.58K +51 +138%
Kayne Anderson Rudnick Investment Management
1962
Kayne Anderson Rudnick Investment Management
California
$4.46K
TCA
1963
Trifecta Capital Advisors
Illinois
$4.03K
FNWA
1964
Financial Network Wealth Advisors
Utah
$3.93K +$1.11K +22 +40%
SC
1965
Swan Capital
Florida
$3.83K -$3.79K -75 -50%
TAM
1966
Tucker Asset Management
Colorado
$3.57K -$121K -2,385 -97%
CIAS
1967
CBIZ Investment Advisory Services
Ohio
$3.57K
FFA
1968
Frazier Financial Advisors
Ohio
$3.52K -$35.2K -696 -91%
AS
1969
Altshuler Shaham
Israel
$3.52K -$18.9K -374 -84%
MBFW
1970
Morton Brown Family Wealth
Pennsylvania
$3.06K
HFS
1971
HBC Financial Services
Washington
$3K
EPW
1972
Evergreen Private Wealth
Colorado
$2.81K
PS
1973
PayPay Securities
Japan
$2.76K -$4.2K -83 -61%
MIA
1974
MeadowBrook Investment Advisors
Michigan
$2.6K +$2.58K +51 New
SWC
1975
Spectrum Wealth Counsel
Indiana
$2.04K -$78.7K -1,558 -97%

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.