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
DIA
651
Dana Investment Advisors
Wisconsin
$1.31M +$568K +12,338 +63%
HCM
652
Hollencrest Capital Management
California
$1.31M +$324K +7,042 +28%
KCM
653
Kanawha Capital Management
Virginia
$1.31M -$295K -6,407 -17%
SFM
654
Signet Financial Management
New Jersey
$1.3M -$20.8K -453 -2%
MCG
655
MACRO Consulting Group
New Jersey
$1.3M +$29.7K +645 +2%
IWA
656
Intercontinental Wealth Advisors
Texas
$1.3M +$111K +2,419 +8%
SFFS
657
Stonehage Fleming Financial Services
Jersey
$1.3M -$168K -3,663 -10%
IRF
658
IBM Retirement Fund
New York
$1.3M -$15.8K -343 -1%
BC
659
Bartlett & Co
Ohio
$1.3M +$359K +7,813 +33%
LIM
660
Leavell Investment Management
Alabama
$1.29M -$376K -8,170 -21%
KFA
661
Kays Financial Advisory
Georgia
$1.29M -$460 -10 -0%
VAS
662
Valicenti Advisory Services
New York
$1.29M -$6.76K -147 -0.5%
GIBU
663
Gulf International Bank (UK)
United Kingdom
$1.29M -$140K -3,052 -9%
CCG
664
Ceeto Capital Group
Florida
$1.29M
Tudor Investment Corp
665
Tudor Investment Corp
Connecticut
$1.28M -$2.65M -57,598 -65%
FBT
666
First Bankers Trust
Kentucky
$1.28M -$166K -3,617 -10%
CWM
667
Cornerstone Wealth Management
Missouri
$1.27M -$82.9K -1,803 -5%
IBOK
668
Independence Bank of Kentucky
Kentucky
$1.27M +$255K +5,545 +22%
BA
669
Boston Advisors
Massachusetts
$1.27M -$1.25M -27,254 -47%
HB
670
Homrich & Berg
Georgia
$1.27M -$83.2K -1,809 -6%
LA
671
Lau Associates
Delaware
$1.27M
BT
672
Brandywine Trust
Delaware
$1.26M
S
673
SignatureFD
Georgia
$1.26M -$40K -870 -3%
AWM
674
Arbor Wealth Management
Florida
$1.25M +$27.9K +607 +2%
VAS
675
Vestmark Advisory Solutions
Massachusetts
$1.25M +$125K +2,712 +10%

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.