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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
CG
601
Colony Group
Massachusetts
$1.53M -$403K -8,759 -19%
FCI
602
Financial Counselors Inc
Kansas
$1.52M +$98.8K +2,147 +6%
HI
603
Human Investing
Oregon
$1.52M -$20.9K -455 -1%
DW
604
Domani Wealth
Pennsylvania
$1.52M -$100K -2,182 -6%
CCM
605
Covington Capital Management
California
$1.51M
WB
606
WesBanco Bank
West Virginia
$1.5M -$333K -7,235 -16%
PAMG
607
Patton Albertson Miller Group
Tennessee
$1.5M -$80K -1,739 -5%
Teacher Retirement System of Texas
608
Teacher Retirement System of Texas
Texas
$1.49M -$41M -891,158 -96%
RC
609
RegentAtlantic Capital
New Jersey
$1.49M +$168K +3,647 +11%
Lido Advisors
610
Lido Advisors
California
$1.48M -$361K -7,844 -18%
ACS
611
Archford Capital Strategies
Illinois
$1.48M -$54.6K -1,188 -3%
KA
612
Kovack Advisors
Florida
$1.46M +$883K +19,189 +116%
FFWA
613
FRG Family Wealth Advisors
Washington
$1.46M
SXL
614
Summit X LLC
Missouri
$1.45M +$148K +3,228 +10%
Simplex Trading
615
Simplex Trading
Illinois
$1.45M +$1.63M +35,525 New
RMSCM
616
R.M. Sincerbeaux Capital Management
New York
$1.45M +$109K +2,364 +7%
SSG
617
Summit Securities Group
New York
$1.45M +$244K +5,300 +18%
WSTAM
618
Wilbanks Smith & Thomas Asset Management
Virginia
$1.45M -$13.6K -296 -0.8%
CCP
619
Corient Capital Partners
California
$1.44M -$190K -4,132 -11%
IA
620
Icon Advisers
Colorado
$1.44M
LA
621
Lynch & Associates
Indiana
$1.44M -$25.2K -547 -2%
TCPWM
622
Traverso Chambers Private Wealth Management
California
$1.43M +$11.5K +250 +0.7%
NSEDCP
623
NJ State Employees Deferred Compensation Plan
New Jersey
$1.43M
OIM
624
Opus Investment Management
Massachusetts
$1.43M
TCA
625
Taconic Capital Advisors
New York
$1.43M +$1.61M +35,000 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.