We are live on ! Find out more
MO icon

Altria Group

1,570 hedge funds and large institutions have $47.9B invested in Altria Group in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 540 increasing their positions, 773 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.78% less ownership

Funds ownership: 63.43%62.65% (-0.78%)

6% less funds holding

Funds holding: 1,6741,570 (-104)

17% less capital invested

Capital invested by funds: $57.6B → $47.9B (-$9.71B)

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

23% less call options, than puts

Call options by funds: $564M | Put options by funds: $731M

30% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 773

53% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 177

Holders
1,570
Holders Change
-104
Holders Change %
-6.21%
% of All Funds
34.42%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.37%
New
84
Increased
540
Reduced
773
Closed
177
Calls
$564M
Puts
$731M
Net Calls
-$168M
Net Calls Change
+$71.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
326
D.A. Davidson & Co
Montana
$5.15M -$444K -9,657 -7%
MA
327
MUFG Americas
New York
$5.12M -$881K -19,147 -13%
VFM
328
Viking Fund Management
North Dakota
$5.11M +$874K +19,000 +18%
GG
329
Gofen & Glossberg
Illinois
$5.08M -$160K -3,478 -3%
BC
330
Brinker Capital
Pennsylvania
$5.07M +$1.58M +34,367 +39%
EDRH
331
Edmond de Rothschild Holding
Switzerland
$5.04M -$600K -13,043 -9%
PFPT
332
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.01M +$458K +9,949 +9%
AWM
333
AE Wealth Management
Kansas
$5M -$562K -12,208 -9%
MME
334
Meag Munich Ergo
Germany
$4.99M +$2.44M +53,047 +74%
BS
335
Banco Santander
Spain
$4.93M +$549K +11,934 +11%
COPPSERS
336
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.9M +$454K +9,871 +9%
BAM
337
Blueshift Asset Management
New Jersey
$4.89M +$1.87M +40,691 +52%
VAM
338
Velanne Asset Management
United Kingdom
$4.89M +$289K +6,289 +6%
ARTA
339
A.R.T. Advisors
New York
$4.89M +$4.22M +91,800 +331%
Flossbach Von Storch
340
Flossbach Von Storch
Germany
$4.87M +$506K +11,000 +10%
TCM
341
Twin Capital Management
Pennsylvania
$4.86M -$264K -5,748 -5%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$4.86M -$2.16M -46,869 -28%
CIC
343
Cornercap Investment Counsel
Georgia
$4.82M +$2.16M +47,050 +66%
GIM
344
Grassi Investment Management
California
$4.82M -$169K -3,684 -3%
SIM
345
Sentry Investment Management
Wisconsin
$4.75M +$3.83M +83,237 +252%
Marshall Wace
346
Marshall Wace
United Kingdom
$4.74M +$5.34M +116,000 New
II
347
IFM Investors
Australia
$4.74M +$762K +16,566 +17%
RJT
348
Raymond James Trust
Florida
$4.71M -$690 -15 -0%
MCM
349
Murphy Capital Management
New Jersey
$4.7M -$396K -8,612 -7%
MDCM
350
Morgan Dempsey Capital Management
Wisconsin
$4.67M +$297K +6,452 +6%

MO Hedge Fund Activity: Q3 2019 in Review

1,570 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2019, worth a combined $47.9B — down 17% from $57.6B a quarter earlier.

Sellers outnumbered buyers: 177 funds closed out of MO and 84 opened new positions — a net loss of 93 holders — while 773 trimmed existing stakes and 540 added.

The largest buyer was BlackRock, adding an estimated $270M. The largest seller was Capital Research Global Investors, cutting an estimated $961M.

  • 1,570 institutional investors held Altria Group (MO) as of Q3 2019, down from 1,674 in Q2 2019.
  • Funds reported $47.9B of Altria Group stock for Q3 2019, down 17% quarter-over-quarter.
  • 84 funds opened new Altria Group positions in Q3 2019 and 177 closed out, a net change of -93 holders.
  • The largest Altria Group buyer in Q3 2019 was BlackRock, an estimated $270M added.
  • The largest Altria Group seller in Q3 2019 was Capital Research Global Investors, an estimated $961M sold.

Based on aggregated 13F filings for Q3 2019.