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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
WKWM
701
Walter & Keenan Wealth Management
Indiana
$1.11M +$46K +1,000 +4%
VA
702
Valmark Advisers
Ohio
$1.11M +$23.3K +506 +2%
GSWM
703
Golden State Wealth Management
California
$1.1M +$700K +15,228 +131%
VFA
704
Valeo Financial Advisors
Indiana
$1.1M -$302K -6,567 -20%
FAM
705
Foothills Asset Management
Arizona
$1.09M
BAM
706
Belpointe Asset Management
Nevada
$1.09M +$585K +12,711 +90%
BFIM
707
Beese Fulmer Investment Management
Ohio
$1.09M -$26.4K -575 -2%
SNT
708
Security National Trust
West Virginia
$1.09M -$517K -11,230 -30%
SMC
709
Smith, Moore & Co
Missouri
$1.09M +$22.2K +482 +2%
SHA
710
Seneca House Advisors
Virginia
$1.09M -$45K -979 -4%
CRIG
711
Charter Research & Investment Group
Connecticut
$1.08M +$727K +15,800 +148%
KWM
712
Kingsview Wealth Management
Oregon
$1.08M +$233K +5,065 +24%
DSC
713
Duncker Streett & Co
Missouri
$1.08M +$58.6K +1,275 +5%
LWCFA
714
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M +$60.9K +1,325 +5%
MERSOM
715
Municipal Employees' Retirement System of Michigan
Michigan
$1.07M +$13.8K +300 +1%
BFEC
716
Benjamin F. Edwards & Company
Missouri
$1.07M +$307K +6,673 +34%
AOWM
717
Alpha Omega Wealth Management
Virginia
$1.07M +$471K +10,229 +80%
NCM
718
Narwhal Capital Management
Georgia
$1.06M -$1.6M -34,687 -57%
LNWWM
719
Laird Norton Wetherby Wealth Management
California
$1.06M -$179K -3,887 -13%
Luther King Capital Management (LKCM)
720
Luther King Capital Management (LKCM)
Texas
$1.06M -$124K -2,694 -9%
SCP
721
Syntal Capital Partners
Texas
$1.05M
PI
722
PEAK6 Investments
Illinois
$1.04M +$1.17M +25,451 New
MOS
723
MGO One Seven
Ohio
$1.04M +$24.2K +527 +2%
GAG
724
GM Advisory Group
New York
$1.03M +$163K +3,551 +16%
HWA
725
HCR Wealth Advisors
California
$1.03M +$108K +2,348 +11%

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.