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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
MIF
201
Mediolanum International Funds
Ireland
$14.5M -$470K -9,292 -3%
URS
202
Utah Retirement Systems
Utah
$14.5M +$50.5K +1,000 +0.4%
SA
203
SpiderRock Advisors
Delaware
$14.3M +$12.4M +245,096 +685%
ACM
204
Advisors Capital Management
New Jersey
$14.2M +$40.1K +794 +0.3%
DC
205
Davenport & Co
Virginia
$14.1M -$78.8K -1,560 -0.6%
VV
206
Verity & Verity
South Carolina
$14M +$320K +6,338 +2%
USCWA
207
U.S. Capital Wealth Advisors
Texas
$13.9M -$662K -13,097 -5%
AAA
208
Adams Asset Advisors
Texas
$13.9M
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$13.9M -$1.64M -32,364 -11%
RCYC
210
Richard C. Young & Co
Rhode Island
$13.5M +$13.3M +264,032 New
AIM
211
Artemis Investment Management
United Kingdom
$13.2M -$253K -5,000 -2%
IIM
212
Intact Investment Management
Quebec, Canada
$13.2M +$1.87M +37,000 +17%
AAS
213
Avantax Advisory Services
Texas
$12.8M +$466K +9,229 +4%
NP
214
NorthRock Partners
Minnesota
$12.4M -$400K -7,920 -3%
CM
215
Churchill Management
California
$12.4M -$164K -3,240 -1%
Brown Advisory
216
Brown Advisory
Maryland
$12.2M +$2.43M +48,155 +25%
NA
217
NewEdge Advisors
Louisiana
$12.2M +$1.94M +38,309 +19%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$12.1M +$1.11K +22 +0%
CAMG
219
CWA Asset Management Group
Florida
$11.7M +$11.5M +228,443 New
PJWM
220
Philip James Wealth Mangement
Georgia
$11.6M +$11.2M +220,773 +3,092%
GAM
221
Gotham Asset Management
New York
$11.6M +$127K +2,517 +1%
Wellington Management Group
222
Wellington Management Group
Massachusetts
$11.6M -$2.8M -55,302 -20%
FIA
223
Foundations Investment Advisors
Arizona
$11.4M +$6.12M +121,083 +117%
CFB
224
Cullen/Frost Bankers
Texas
$11.4M -$71.8K -1,421 -0.6%
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$11.4M +$185K +3,663 +2%

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.