Altria Group
1,065 hedge funds and large institutions have $40.2B invested in Altria Group in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 445 increasing their positions, 404 reducing their positions, and 51 closing their positions.
22% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 51
13% more call options, than puts
Call options by funds: $501M | Put options by funds: $444M
10% more repeat investments, than reductions
Existing positions increased: 445 | Existing positions reduced: 404
0% more funds holding
Funds holding: 1,062 → 1,065 (+3)
0.12% less ownership
Funds ownership: 58.42% → 58.3% (-0.12%)
2% less capital invested
Capital invested by funds: $41B → $40.2B (-$872M)
12% less funds holding in top 10
Funds holding in top 10: 34 → 30 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.9M |
| 2 |
Renaissance Technologies
New York
|
+$64.5M |
| 3 |
AC
Ascend Capital
Orinda,
California
|
+$63.2M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$57M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$50.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$198M |
| 2 |
Barclays
London,
United Kingdom
|
-$154M |
| 3 |
Bank of New York Mellon
New York
|
-$153M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$105M |
| 5 |
State Street
Boston,
Massachusetts
|
-$72.5M |
MO Hedge Fund Activity: Q3 2013 in Review
1,065 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2013, worth a combined $40.2B — down 2.1% from $41B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MO positions and 51 closed out — a net gain of 11 holders — while 445 added to existing stakes and 404 trimmed.
The largest buyer was Vanguard Group, adding an estimated $68.9M. The largest seller was ING Group, cutting an estimated $198M.
- 1,065 institutional investors held Altria Group (MO) as of Q3 2013, up from 1,062 in Q2 2013.
- Funds reported $40.2B of Altria Group stock for Q3 2013, down 2.1% quarter-over-quarter.
- 62 funds opened new Altria Group positions in Q3 2013 and 51 closed out, a net change of +11 holders.
- The largest Altria Group buyer in Q3 2013 was Vanguard Group, an estimated $68.9M added.
- The largest Altria Group seller in Q3 2013 was ING Group, an estimated $198M sold.
Based on aggregated 13F filings for Q3 2013.