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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
ACG
451
Allen Capital Group
Nebraska
$2.83M +$637K +13,852 +26%
CA
452
Cetera Advisors
Colorado
$2.82M -$327K -7,104 -9%
CCG
453
Cypress Capital Group
Florida
$2.82M -$141K -3,061 -4%
APA
454
American Portfolios Advisors
New York
$2.78M -$137K -2,982 -4%
AL
455
Arnhold LLC
New York
$2.77M
WTC
456
WhitTier Trust Company
Nevada
$2.75M -$47.4K -1,030 -2%
CI
457
Capital International
California
$2.75M
BG
458
Bollard Group
Massachusetts
$2.75M -$6.27M -136,400 -67%
HPC
459
HM Payson & Co
Maine
$2.73M -$70.4K -1,530 -2%
WIA
460
Wealthstreet Investment Advisors
Texas
$2.71M +$26.4K +573 +1%
RWP
461
RWA Wealth Partners
Massachusetts
$2.69M +$25.2K +548 +0.8%
CAM
462
Close Asset Management
United Kingdom
$2.69M +$195K +4,242 +7%
PTC
463
Private Trust Company
Ohio
$2.68M -$4.37K -95 -0.1%
SDIC
464
South Dakota Investment Council
South Dakota
$2.68M +$358K +7,780 +13%
DLCIG
465
D.L. Carlson Investment Group
New Hampshire
$2.67M -$32.3K -703 -1%
KCPG
466
Kavar Capital Partners Group
Kansas
$2.65M -$93.7K -2,036 -3%
BIA
467
Biondo Investment Advisors
Pennsylvania
$2.61M -$20.2K -440 -0.7%
NC
468
Northpointe Capital
Michigan
$2.61M -$640K -13,907 -18%
IWM
469
IHT Wealth Management
Illinois
$2.6M +$966K +21,007 +52%
SS
470
Simplicity Solutions
Minnesota
$2.58M -$262K -5,688 -8%
LIA
471
LS Investment Advisors
Michigan
$2.57M +$248K +5,381 +9%
RFM
472
Royal Fund Management
Florida
$2.57M -$200K -4,352 -6%
WWM
473
Willingdon Wealth Management
North Carolina
$2.56M -$157K -3,424 -5%
CCM
474
Cadence Capital Management
Massachusetts
$2.56M +$121K +2,622 +4%
BG
475
Bahl & Gaynor
Ohio
$2.51M -$42.6M -925,187 -94%

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.