Altria Group
1,168 hedge funds and large institutions have $45.2B invested in Altria Group in 2013 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 413 increasing their positions, 441 reducing their positions, and 44 closing their positions.
264% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 44
30% more funds holding in top 10
Funds holding in top 10: 30 → 39 (+9)
13% more capital invested
Capital invested by funds: $40.2B → $45.2B (+$5.04B)
10% more funds holding
Funds holding: 1,065 → 1,168 (+103)
0.49% more ownership
Funds ownership: 58.3% → 58.79% (+0.49%)
6% less repeat investments, than reductions
Existing positions increased: 413 | Existing positions reduced: 441
15% less call options, than puts
Call options by funds: $417M | Put options by funds: $489M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$345M |
| 2 |
Barclays
London,
United Kingdom
|
+$231M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$147M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$78.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$327M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$148M |
| 3 |
Renaissance Technologies
New York
|
-$120M |
| 4 |
Two Sigma Investments
New York
|
-$97.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$90M |
MO Hedge Fund Activity: Q4 2013 in Review
1,168 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2013, worth a combined $45.2B — up 13% from $40.2B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new MO positions and 44 closed out — a net gain of 116 holders — while 413 added to existing stakes and 441 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $345M. The largest seller was Capital World Investors, cutting an estimated $327M.
- 1,168 institutional investors held Altria Group (MO) as of Q4 2013, up from 1,065 in Q3 2013.
- Funds reported $45.2B of Altria Group stock for Q4 2013, up 13% quarter-over-quarter.
- 160 funds opened new Altria Group positions in Q4 2013 and 44 closed out, a net change of +116 holders.
- The largest Altria Group buyer in Q4 2013 was Capital International Investors, an estimated $345M added.
- The largest Altria Group seller in Q4 2013 was Capital World Investors, an estimated $327M sold.
Based on aggregated 13F filings for Q4 2013.