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Altria Group

1,168 hedge funds and large institutions have $45.2B invested in Altria Group in 2013 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 413 increasing their positions, 441 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 44

30% more funds holding in top 10

Funds holding in top 10: 3039 (+9)

13% more capital invested

Capital invested by funds: $40.2B → $45.2B (+$5.04B)

10% more funds holding

Funds holding: 1,0651,168 (+103)

0.49% more ownership

Funds ownership: 58.3%58.79% (+0.49%)

6% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 441

15% less call options, than puts

Call options by funds: $417M | Put options by funds: $489M

Holders
1,168
Holders Change
+103
Holders Change %
+9.67%
% of All Funds
33.88%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
1.13%
New
160
Increased
413
Reduced
441
Closed
44
Calls
$417M
Puts
$489M
Net Calls
-$71.6M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$150M -$3.93M -106,557 -3%
Principal Financial Group
52
Principal Financial Group
Iowa
$145M -$111K -3,006 -0.1%
VAM
53
Vontobel Asset Management
New York
$144M -$12M -325,425 -8%
Prudential Financial
54
Prudential Financial
New Jersey
$140M +$10.2M +275,170 +8%
SONJCPFA
55
State of New Jersey Common Pension Fund A
New Jersey
$127M -$4.98M -135,000 -4%
PPA
56
Parametric Portfolio Associates
Washington
$125M +$4.05M +109,692 +3%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$125M +$14.5M +391,751 +14%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$123M -$3.47M -94,021 -3%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$121M -$4.76M -128,907 -4%
TA
60
Teachers Advisors
New York
$116M -$8.15M -220,862 -7%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$110M +$11.5M +311,344 +12%
BTS
62
BB&T Securities
Virginia
$110M +$512K +13,871 +5%
CCM
63
Cullen Capital Management
New York
$109M +$77.5K +2,100 +0.1%
MTB
64
Mizuho Trust & Banking
Japan
$109M -$685K -18,565 -0.6%
Swiss National Bank
65
Swiss National Bank
Switzerland
$107M -$1.69M -45,700 -2%
Teacher Retirement System of Texas
66
Teacher Retirement System of Texas
Texas
$103M -$1.47M -39,936 -1%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$99.1M +$21.4M +580,000 +29%
BlackRock
68
BlackRock
New York
$98.9M -$12.7M -343,766 -12%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$98.7M +$15.6M +422,662 +20%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$96M +$5.64M +152,819 +7%
SG Americas Securities
71
SG Americas Securities
New York
$94.6M -$7.04M -190,797 -7%
Allianz Asset Management
72
Allianz Asset Management
Germany
$90.9M -$21.9M -593,913 -20%
Ninety One (UK)
73
Ninety One (UK)
United Kingdom
$90.4M +$300K +8,132 +0.3%
LCOV
74
London Company of Virginia
Virginia
$88.9M +$15.7M +424,651 +22%
BJ
75
BlackRock Japan
Japan
$88.2M -$2.72M -73,774 -3%

MO Hedge Fund Activity: Q4 2013 in Review

1,168 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2013, worth a combined $45.2B — up 13% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new MO positions and 44 closed out — a net gain of 116 holders — while 413 added to existing stakes and 441 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $345M. The largest seller was Capital World Investors, cutting an estimated $327M.

  • 1,168 institutional investors held Altria Group (MO) as of Q4 2013, up from 1,065 in Q3 2013.
  • Funds reported $45.2B of Altria Group stock for Q4 2013, up 13% quarter-over-quarter.
  • 160 funds opened new Altria Group positions in Q4 2013 and 44 closed out, a net change of +116 holders.
  • The largest Altria Group buyer in Q4 2013 was Capital International Investors, an estimated $345M added.
  • The largest Altria Group seller in Q4 2013 was Capital World Investors, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2013.