Altria Group
1,481 hedge funds and large institutions have $74.6B invested in Altria Group in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 552 increasing their positions, 636 reducing their positions, and 85 closing their positions.
0.45% less ownership
Funds ownership: 61.32% → 60.87% (-0.45%)
7% less call options, than puts
Call options by funds: $663M | Put options by funds: $711M
2% less funds holding
Funds holding: 1,514 → 1,481 (-33)
10% less capital invested
Capital invested by funds: $82.7B → $74.6B (-$8.09B)
13% less repeat investments, than reductions
Existing positions increased: 552 | Existing positions reduced: 636
20% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 85
38% less funds holding in top 10
Funds holding in top 10: 112 → 70 (-42)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$331M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$234M |
| 3 |
Renaissance Technologies
New York
|
+$141M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$131M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
+$73.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$252M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$216M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$199M |
| 4 |
JP Morgan Chase
New York
|
-$189M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$95.5M |
MO Hedge Fund Activity: Q3 2016 in Review
1,481 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2016, worth a combined $74.6B — down 9.8% from $82.7B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of MO and 68 opened new positions — a net loss of 17 holders — while 636 trimmed existing stakes and 552 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $331M. The largest seller was Capital Research Global Investors, cutting an estimated $252M.
- 1,481 institutional investors held Altria Group (MO) as of Q3 2016, down from 1,514 in Q2 2016.
- Funds reported $74.6B of Altria Group stock for Q3 2016, down 9.8% quarter-over-quarter.
- 68 funds opened new Altria Group positions in Q3 2016 and 85 closed out, a net change of -17 holders.
- The largest Altria Group buyer in Q3 2016 was T. Rowe Price Associates, an estimated $331M added.
- The largest Altria Group seller in Q3 2016 was Capital Research Global Investors, an estimated $252M sold.
Based on aggregated 13F filings for Q3 2016.