Altria Group
1,676 hedge funds and large institutions have $74.6B invested in Altria Group in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 555 increasing their positions, 801 reducing their positions, and 133 closing their positions.
0.52% more ownership
Funds ownership: 62.5% → 63.02% (+0.52%)
2% less call options, than puts
Call options by funds: $578M | Put options by funds: $589M
4% less funds holding
Funds holding: 1,743 → 1,676 (-67)
12% less capital invested
Capital invested by funds: $85.1B → $74.6B (-$10.5B)
31% less repeat investments, than reductions
Existing positions increased: 555 | Existing positions reduced: 801
34% less first-time investments, than exits
New positions opened: 88 | Existing positions closed: 133
36% less funds holding in top 10
Funds holding in top 10: 67 → 43 (-24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$947M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$432M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$367M |
| 4 |
JP Morgan Chase
New York
|
+$148M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$335M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$275M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$214M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$206M |
| 5 |
SCM
Suvretta Capital Management
New York
|
-$202M |
MO Hedge Fund Activity: Q1 2018 in Review
1,676 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2018, worth a combined $74.6B — down 12% from $85.1B a quarter earlier.
Sellers outnumbered buyers: 133 funds closed out of MO and 88 opened new positions — a net loss of 45 holders — while 801 trimmed existing stakes and 555 added.
The largest buyer was Capital Research Global Investors, adding an estimated $947M. The largest seller was Morgan Stanley, cutting an estimated $335M.
- 1,676 institutional investors held Altria Group (MO) as of Q1 2018, down from 1,743 in Q4 2017.
- Funds reported $74.6B of Altria Group stock for Q1 2018, down 12% quarter-over-quarter.
- 88 funds opened new Altria Group positions in Q1 2018 and 133 closed out, a net change of -45 holders.
- The largest Altria Group buyer in Q1 2018 was Capital Research Global Investors, an estimated $947M added.
- The largest Altria Group seller in Q1 2018 was Morgan Stanley, an estimated $335M sold.
Based on aggregated 13F filings for Q1 2018.