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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
AC
351
Alley Company
Illinois
$4.63M +$67K +1,456 +1%
Holocene Advisors
352
Holocene Advisors
New York
$4.63M +$4.82M +104,838 +1,270%
HI
353
HBK Investments
Texas
$4.61M +$4.19M +91,160 +421%
FFIC
354
First Fiduciary Investment Counsel
Ohio
$4.6M -$2.2M -47,816 -30%
SG Americas Securities
355
SG Americas Securities
New York
$4.54M -$23M -499,547 -82%
WAM
356
World Asset Management
Michigan
$4.54M +$29.3K +636 +0.6%
KFP
357
Keystone Financial Planning
Ohio
$4.49M +$421K +9,161 +9%
GWM
358
Geneos Wealth Management
Colorado
$4.43M +$80.2K +1,743 +2%
OI
359
Oakbrook Investments
Illinois
$4.42M +$1.82M +39,500 +58%
BFA
360
Benedict Financial Advisors
Georgia
$4.41M +$183K +3,972 +4%
LCM
361
LVM Capital Management
Michigan
$4.35M +$545K +11,845 +13%
VV
362
Verity & Verity
South Carolina
$4.32M +$343K +7,462 +8%
MFP
363
Michael F. Price
$4.29M +$4.83M +105,000 New
TS
364
Twin Securities
New York
$4.28M +$4.81M +104,672 New
DF
365
Donoghue Forlines
Massachusetts
$4.26M -$862K -18,742 -15%
HWA
366
Heritage Wealth Advisors
Virginia
$4.24M -$4.92K -107 -0.1%
AMI
367
Amica Mutual Insurance
Rhode Island
$4.17M
AIA
368
Affinity Investment Advisors
California
$4.17M -$187K -4,064 -4%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.15M +$2.17M +47,192 +87%
RIM
370
Redpoint Investment Management
Australia
$4.15M -$416K -9,035 -8%
V
371
Veritable
Delaware
$4.14M -$803K -17,454 -15%
AAM
372
AR Asset Management
California
$4.14M +$2.3M +50,000 +98%
PIA
373
Piedmont Investment Advisors
North Carolina
$4.14M -$6.58M -142,983 -59%
SSA
374
Schonfeld Strategic Advisors
New York
$4.06M +$4.12M +89,630 +920%
PA
375
Pinnacle Associates
New York
$4.06M -$572K -12,444 -11%

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.