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Altria Group

2,166 hedge funds and large institutions have $55.4B invested in Altria Group in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 841 increasing their positions, 712 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 84

18% more repeat investments, than reductions

Existing positions increased: 841 | Existing positions reduced: 712

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more funds holding

Funds holding: 1,9912,166 (+175)

7% more capital invested

Capital invested by funds: $52B → $55.4B (+$3.39B)

0.81% more ownership

Funds ownership: 59.59%60.41% (+0.81%)

34% less call options, than puts

Call options by funds: $642M | Put options by funds: $974M

Holders
2,166
Holders Change
+175
Holders Change %
+8.79%
% of All Funds
28.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
301
Increased
841
Reduced
712
Closed
84
Calls
$642M
Puts
$974M
Net Calls
-$332M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.2B +$11.1M +208,129 +0.1%
BlackRock
2
BlackRock
New York
$6.98B -$257M -4,833,506 -3%
State Street
3
State Street
Massachusetts
$3.86B -$60.7M -1,140,156 -2%
Capital World Investors
4
Capital World Investors
California
$3.27B -$99.2M -1,861,688 -3%
Charles Schwab
5
Charles Schwab
California
$3.13B +$122M +2,296,972 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.19B +$60.4M +1,134,748 +3%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$1.81B -$9.48K -178 -0.5%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.16B +$4.05M +76,004 +0.3%
Morgan Stanley
9
Morgan Stanley
New York
$1.09B +$51.7M +971,055 +5%
Northern Trust
10
Northern Trust
Illinois
$859M +$76.9M +1,444,021 +10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$705M -$20.9M -392,431 -3%
Capital Research Global Investors
12
Capital Research Global Investors
California
$630M +$662K +12,418 +0.1%
Invesco
13
Invesco
Georgia
$617M +$52.4M +983,328 +9%
Goldman Sachs
14
Goldman Sachs
New York
$608M +$108M +2,032,147 +21%
Bank of America
15
Bank of America
North Carolina
$586M -$42.8M -803,264 -7%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$536M +$14M +262,476 +3%
Ameriprise
17
Ameriprise
Minnesota
$515M +$6.76K +127 +0%
UBS Group
18
UBS Group
Switzerland
$484M +$126M +2,371,920 +34%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$467M +$70.5M +1,323,421 +17%
JP Morgan Chase
20
JP Morgan Chase
New York
$447M -$51.1M -958,496 -10%
Legal & General Group
21
Legal & General Group
United Kingdom
$432M -$28.3M -531,650 -6%
VanEck Associates
22
VanEck Associates
New York
$402M -$15.8M -295,775 -4%
UBS AM
23
UBS AM
Illinois
$343M +$42.9M +805,558 +14%
First Trust Advisors
24
First Trust Advisors
Illinois
$325M +$11.9M +222,584 +4%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$316M +$18.8M +352,931 +6%

MO Hedge Fund Activity: Q4 2024 in Review

2,166 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2024, worth a combined $55.4B — up 6.5% from $52B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new MO positions and 84 closed out — a net gain of 217 holders — while 841 added to existing stakes and 712 trimmed.

The largest buyer was UBS Group, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $257M.

  • 2,166 institutional investors held Altria Group (MO) as of Q4 2024, up from 1,991 in Q3 2024.
  • Funds reported $55.4B of Altria Group stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 301 funds opened new Altria Group positions in Q4 2024 and 84 closed out, a net change of +217 holders.
  • The largest Altria Group buyer in Q4 2024 was UBS Group, an estimated $126M added.
  • The largest Altria Group seller in Q4 2024 was BlackRock, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.