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
WPC
426
Waters Parkerson & Co
Louisiana
$3.16M +$184K +4,000 +5%
Wolverine Trading
427
Wolverine Trading
Illinois
$3.16M -$3.5M -76,196 -49%
TTWM
428
TCV Trust & Wealth Management
Virginia
$3.13M +$21.3K +462 +0.6%
FI
429
Fosun International
China
$3.1M +$895K +19,450 +34%
DAS
430
Dynamic Advisor Solutions
Arizona
$3.09M -$269K -5,842 -7%
TA
431
Townsend & Associates
Colorado
$3.07M +$874K +18,991 +35%
M
432
MOTCO
Texas
$3.06M +$648K +14,092 +23%
FIM
433
Fernwood Investment Management
Massachusetts
$3.05M +$103K +2,235 +3%
ACA
434
Aptus Capital Advisors
Alabama
$3.02M +$1.67M +36,351 +97%
FB
435
Fulton Bank
Pennsylvania
$3M -$425K -9,232 -11%
TNB
436
TCF National Bank
South Dakota
$2.99M +$3.36M +73,007 New
MPM
437
Meritage Portfolio Management
Kansas
$2.98M +$2.35M +51,109 +235%
CIP
438
Convergence Investment Partners
Florida
$2.95M -$723K -15,709 -18%
PAM
439
Panagora Asset Management
Massachusetts
$2.94M -$228K -4,950 -6%
SBIA
440
Sheaff Brock Investment Advisors
Indiana
$2.93M -$568K -12,353 -15%
S
441
Seeyond
France
$2.9M +$852K +18,526 +35%
SWM
442
SeaCrest Wealth Management
New York
$2.9M +$397K +8,635 +14%
ECM
443
ETrade Capital Management
Virginia
$2.89M -$295K -6,424 -8%
OAM
444
Oxford Asset Management
United Kingdom
$2.89M -$7.66M -166,510 -70%
ABC
445
Associated Banc-Corp
Wisconsin
$2.88M -$1.46M -31,830 -31%
BA
446
Baugh & Associates
Georgia
$2.87M +$378K +8,212 +13%
FF
447
Fluent Financial
Texas
$2.85M +$725K +15,759 +29%
PI
448
PFS Investments
Georgia
$2.84M +$1.64M +35,707 +106%
PCC
449
Park Circle Company
Maryland
$2.84M
APSI
450
Asset Planning Services Inc
Louisiana
$2.83M -$103K -2,240 -3%

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.