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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
QFA
551
Quattro Financial Advisors
Texas
$1.87M +$2.03M +44,129 New
PCM
552
Palisade Capital Management
New Jersey
$1.86M -$896K -19,472 -30%
LDB
553
Lee, Danner & Bass
Tennessee
$1.85M -$4.6K -100 -0.2%
BCFS
554
Butensky & Cohen Financial Security
Florida
$1.83M +$391K +8,507 +23%
PFS
555
Prospera Financial Services
Texas
$1.83M -$573K -12,451 -22%
BCM
556
Brookstone Capital Management
Illinois
$1.81M -$768K -16,702 -27%
HSA
557
HBK Sorce Advisory
Pennsylvania
$1.81M -$49.4K -1,073 -2%
KFC
558
Klingenstein Fields & Co
New York
$1.81M -$537K -11,669 -21%
KRSITF
559
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.8M +$233K +5,055 +13%
MAFM
560
Mid Atlantic Financial Management
Pennsylvania
$1.8M -$806K -17,530 -28%
GF
561
Gabelli Funds
New York
$1.8M
FA
562
FDx Advisors
Illinois
$1.8M -$2.82M -61,270 -58%
FCCM
563
First City Capital Management
Georgia
$1.8M -$12.5K -272 -0.6%
IEFM
564
IQ EQ Fund Management
Ireland
$1.79M -$65.5K -1,424 -3%
SCA
565
Sage Capital Advisors
South Dakota
$1.79M -$66.6K -1,448 -3%
AIL
566
AGF Investments LLC
Ontario, Canada
$1.78M -$1.39M -30,301 -41%
EFS
567
Essex Financial Services
Connecticut
$1.78M -$19.3K -419 -1%
SC
568
Scotia Capital
Ontario, Canada
$1.78M -$169K -3,674 -8%
TCM
569
Tufton Capital Management
Maryland
$1.78M -$28.7K -625 -1%
BC
570
Burleson & Co
California
$1.78M +$46 +1 +0%
PT
571
Plimoth Trust
Massachusetts
$1.78M +$9.66K +210 +0.5%
CC
572
Cannell & Co
New York
$1.77M -$144K -3,130 -7%
EIG
573
Ellenbecker Investment Group
Wisconsin
$1.77M +$1.46M +31,702 +271%
PSUF
574
People's United Financial
Connecticut
$1.77M -$181K -3,945 -8%
WC
575
Winmill & Co
New York
$1.77M +$1.99M +43,250 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.