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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
PAS
676
Park Avenue Securities
New York
$1.25M -$76.5K -1,663 -5%
BPB
677
Badgley, Phelps & Bell
Washington
$1.25M -$139K -3,032 -9%
BAM
678
Burgundy Asset Management
Ontario, Canada
$1.23M
LFAS
679
Level Four Advisory Services
Texas
$1.23M +$26.3K +572 +2%
WI
680
Wedgewood Investors
Pennsylvania
$1.22M -$9.2K -200 -0.7%
PCM
681
Poehling Capital Management
Wisconsin
$1.21M -$105K -2,290 -7%
EWM
682
Evercore Wealth Management
New York
$1.21M -$992K -21,568 -42%
BCM
683
Birmingham Capital Management
Alabama
$1.21M -$92K -2,000 -6%
TCM
684
Traynor Capital Management
Pennsylvania
$1.18M -$34.5K -751 -3%
GBT
685
Grove Bank & Trust
Florida
$1.18M +$1.47K +32 +0.1%
MJRIC
686
Mogy Joel R Investment Counsel
California
$1.18M -$64.4K -1,400 -5%
LCP
687
Legacy Capital Partners
Wisconsin
$1.17M -$4.55K -99 -0.3%
AFP
688
Ausdal Financial Partners
Iowa
$1.17M +$37.9K +824 +3%
BDWM
689
Brewin Dolphin Wealth Management
Ireland
$1.16M -$1.28M -27,850 -49%
QSS
690
Quantitative Systematic Strategies
Florida
$1.16M +$1.31M +28,389 New
CC
691
ClearArc Capital
Ohio
$1.15M +$10.7K +232 +0.8%
RIM
692
Rampart Investment Management
Connecticut
$1.15M +$60.3K +1,311 +5%
TW
693
TrinityPoint Wealth
Connecticut
$1.14M +$301K +6,540 +35%
EGA
694
Eagle Global Advisors
Texas
$1.14M -$1.93K -42 -0.2%
HT
695
HAP Trading
New York
$1.14M +$482K +10,476 +60%
OAM
696
Oak Asset Management
California
$1.13M +$110K +2,391 +9%
GC
697
Grace Capital
Massachusetts
$1.12M +$32.2K +700 +3%
NAM
698
NorthCoast Asset Management
Connecticut
$1.12M +$2.99K +65 +0.2%
SGCA
699
Steel Grove Capital Advisors
Tennessee
$1.12M +$62.5K +1,358 +5%
BFG
700
Beacon Financial Group
Texas
$1.11M +$156K +3,390 +14%

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.