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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.99B +$24.7M +489,144 +0.3%
BlackRock
2
BlackRock
New York
$7.06B +$644M +12,737,950 +10%
State Street
3
State Street
Massachusetts
$3.82B +$198M +3,910,738 +6%
Capital World Investors
4
Capital World Investors
California
$3.29B -$125M -2,476,067 -4%
Charles Schwab
5
Charles Schwab
California
$2.94B +$29.8M +589,832 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.08B +$50.7M +1,003,605 +3%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$1.13B +$317M +6,263,611 +39%
Morgan Stanley
8
Morgan Stanley
New York
$1.02B +$58.6M +1,159,169 +6%
Northern Trust
9
Northern Trust
Illinois
$765M -$31.8M -628,717 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$708M -$11.4M -226,262 -2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$614M -$145K -2,873 -0%
Bank of America
12
Bank of America
North Carolina
$613M -$16.8M -332,014 -3%
Invesco
13
Invesco
Georgia
$552M +$3.29M +65,125 +0.6%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$510M -$46.1M -912,520 -8%
Ameriprise
15
Ameriprise
Minnesota
$503M -$4.63M -91,507 -0.9%
Goldman Sachs
16
Goldman Sachs
New York
$490M -$393M -7,766,127 -45%
JP Morgan Chase
17
JP Morgan Chase
New York
$485M -$36.5M -722,130 -7%
Legal & General Group
18
Legal & General Group
United Kingdom
$449M -$12.7M -251,918 -3%
VanEck Associates
19
VanEck Associates
New York
$398M -$36.4M -719,222 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$388M +$28.2M +557,000 +8%
Barclays
21
Barclays
United Kingdom
$358M +$158M +3,117,753 +80%
UBS Group
22
UBS Group
Switzerland
$351M +$28.1M +555,459 +9%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$347M +$49.8M +985,963 +17%
First Trust Advisors
24
First Trust Advisors
Illinois
$306M -$4.85M -95,932 -2%
UBS AM
25
UBS AM
Illinois
$294M -$4.47M -88,363 -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.