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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
TYCC
401
Texas Yale Capital Corp
Florida
$3.63M +$422K +9,175 +12%
WS
402
Wedbush Securities
California
$3.62M +$510K +11,085 +14%
DA
403
Denali Advisors
California
$3.62M +$584K +12,700 +17%
CBTWT
404
Community Bank & Trust (Waco, Texas)
Texas
$3.62M -$18.1K -393 -0.4%
PP
405
Paloma Partners
Connecticut
$3.58M -$1.22M -26,554 -23%
CAN
406
Cetera Advisor Networks
California
$3.56M -$806K -17,513 -17%
IFAM
407
Institutional & Family Asset Management
Colorado
$3.54M +$32.1K +697 +0.8%
SWP
408
Stratos Wealth Partners
Ohio
$3.53M -$79.1K -1,720 -2%
LBC
409
Lowe Brockenbrough & Co
Virginia
$3.49M -$101K -2,199 -3%
ARMC
410
American Research & Management Company
Massachusetts
$3.47M +$65.5K +1,425 +2%
Group One Trading
411
Group One Trading
Illinois
$3.47M +$2.42M +52,682 +164%
CBT
412
Capital Bank & Trust
California
$3.4M -$3.58M -77,840 -48%
DCM
413
Dupont Capital Management
Delaware
$3.38M -$288K -6,271 -7%
FT
414
Fiduciary Trust
Massachusetts
$3.36M -$139K -3,031 -4%
FAAS
415
First Allied Advisory Services
California
$3.31M -$287K -6,229 -7%
VFP
416
Verus Financial Partners
Virginia
$3.31M -$23.4K -508 -0.6%
Bessemer Group
417
Bessemer Group
New Jersey
$3.31M +$197K +4,282 +6%
Daiwa Securities Group
418
Daiwa Securities Group
Japan
$3.29M -$36.4K -792 -1%
PCM
419
Pentwater Capital Management
Florida
$3.27M +$3.68M +80,000 New
GT
420
Glenview Trust
Kentucky
$3.25M -$2.39M -52,010 -40%
CFB
421
Cullen/Frost Bankers
Texas
$3.23M -$167K -3,640 -4%
MYAM
422
Meiji Yasuda Asset Management
Japan
$3.22M +$172K +3,732 +5%
SMH
423
Sanders Morris Harris
Texas
$3.22M -$13.8K -300 -0.4%
CWS
424
Cypress Wealth Services
California
$3.18M +$12.2K +265 +0.3%
SCA
425
Snowden Capital Advisors
New York
$3.17M -$130K -2,830 -4%

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.