Altria Group
1,163 hedge funds and large institutions have $44B invested in Altria Group in 2014 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 459 increasing their positions, 477 reducing their positions, and 64 closing their positions.
60% more call options, than puts
Call options by funds: $425M | Put options by funds: $266M
3% more funds holding in top 10
Funds holding in top 10: 39 → 40 (+1)
5% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 64
0.22% more ownership
Funds ownership: 58.79% → 59.01% (+0.22%)
0% less funds holding
Funds holding: 1,168 → 1,163 (-5)
3% less capital invested
Capital invested by funds: $45.2B → $44B (-$1.16B)
4% less repeat investments, than reductions
Existing positions increased: 459 | Existing positions reduced: 477
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$171M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$101M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$99.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$84.3M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$65.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$197M |
| 2 |
State Street
Boston,
Massachusetts
|
-$166M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$80.1M |
| 4 |
Goldman Sachs
New York
|
-$75.4M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$65.5M |
MO Hedge Fund Activity: Q1 2014 in Review
1,163 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2014, worth a combined $44B — down 2.6% from $45.2B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new MO positions and 64 closed out — a net gain of 3 holders — while 459 added to existing stakes and 477 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $171M. The largest seller was Barclays, cutting an estimated $197M.
- 1,163 institutional investors held Altria Group (MO) as of Q1 2014, down from 1,168 in Q4 2013.
- Funds reported $44B of Altria Group stock for Q1 2014, down 2.6% quarter-over-quarter.
- 67 funds opened new Altria Group positions in Q1 2014 and 64 closed out, a net change of +3 holders.
- The largest Altria Group buyer in Q1 2014 was Capital Research Global Investors, an estimated $171M added.
- The largest Altria Group seller in Q1 2014 was Barclays, an estimated $197M sold.
Based on aggregated 13F filings for Q1 2014.