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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
HCM
376
Hutner Capital Management
Vermont
$4M +$43.7K +951 +1%
LC
377
Lavaca Capital
Texas
$3.99M +$218K +4,737 +5%
MHC
378
Meyer Handelman Company
New York
$3.99M
CAMG
379
CWA Asset Management Group
Florida
$3.98M +$487K +10,591 +12%
HT
380
Heritage Trust
Oklahoma
$3.97M -$80.6K -1,752 -2%
FTI
381
Fiduciary Trust International
Massachusetts
$3.97M +$1.78M +38,630 +66%
HTI
382
Hikari Tsushin Inc
Japan
$3.94M +$1.58M +34,410 +55%
KRS
383
Kentucky Retirement Systems
Kentucky
$3.92M +$395K +8,595 +10%
ASN
384
Advisory Services Network
Georgia
$3.9M
MIA
385
MainStreet Investment Advisors
Illinois
$3.9M +$45K +978 +1%
IAA
386
Independent Advisor Alliance
North Carolina
$3.85M -$592K -12,861 -12%
IPW
387
Inlet Private Wealth
Florida
$3.84M +$1.18M +25,550 +37%
HWM
388
Holloway Wealth Management
Florida
$3.81M
SWM
389
Segment Wealth Management
Texas
$3.8M +$214K +4,655 +5%
JIC
390
Johnson Investment Counsel
Ohio
$3.77M +$448K +9,742 +12%
Macquarie Group
391
Macquarie Group
Australia
$3.75M -$8.33K -181 -0.2%
SPIA
392
Steward Partners Investment Advisory
New York
$3.73M -$137K -2,980 -3%
VFA
393
Voya Financial Advisors
Connecticut
$3.71M -$262K -5,702 -6%
TAM
394
Taurus Asset Management
New York
$3.68M -$1.34M -29,200 -24%
KCM
395
Knoll Capital Management
Florida
$3.68M
AF
396
Ally Financial
Michigan
$3.68M +$2.3M +50,000 +125%
LSERS
397
Louisiana State Employees Retirement System
Louisiana
$3.67M -$184K -4,000 -4%
GP
398
Girard Partners
Pennsylvania
$3.67M -$1.06M -22,965 -20%
CIM
399
Cambria Investment Management
California
$3.66M +$319K +6,932 +8%
WI
400
WBI Investments
New Jersey
$3.64M +$4.09M +89,001 New

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.