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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
OIA
726
OneDigital Investment Advisors
Kansas
$1.03M +$150K +3,256 +15%
WF
727
Welch & Forbes
Massachusetts
$1.02M +$101K +2,191 +10%
PGFC
728
Peapack-Gladstone Financial Corp
New Jersey
$1.02M -$139K -3,024 -11%
AW
729
ACG Wealth
Georgia
$1.02M -$222K -4,826 -16%
MC
730
Moors & Cabot
Massachusetts
$1.02M -$41.7K -907 -3%
BAM
731
Barrett Asset Management
New York
$1.02M -$92K -2,000 -7%
VIA
732
Vident Investment Advisory
Georgia
$1.01M +$676K +14,693 +146%
CFA
733
Carroll Financial Associates
North Carolina
$1.01M -$110K -2,393 -9%
AWA
734
AmeriServ Wealth Advisors
Pennsylvania
$990K +$15.6K +340 +1%
CA
735
Cullinan Associates
Kentucky
$983K
SACTSONJ
736
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$982K
ECM
737
ExodusPoint Capital Management
New York
$982K +$1.1M +24,000 New
RCAG
738
Rehmann Capital Advisory Group
Michigan
$981K -$39.8K -866 -3%
BFS
739
Bradley Foster & Sargent
Connecticut
$975K -$71.7K -1,558 -6%
Dodge & Cox
740
Dodge & Cox
California
$973K
MWM
741
Mission Wealth Management
California
$959K -$49.8K -1,082 -4%
CAG
742
Crestwood Advisors Group
Massachusetts
$958K -$12.9K -280 -1%
PA
743
Parallel Advisors
California
$953K +$191K +4,159 +22%
NSIM
744
North Star Investment Management
Illinois
$950K -$152K -3,300 -12%
NGA
745
Naples Global Advisors
Florida
$950K -$103K -2,232 -9%
BC
746
Burney Company
Virginia
$945K -$28.8K -627 -3%
BUB
747
BBVA USA Bancshares
Texas
$943K -$20.1K -438 -2%
PI
748
Putnam Investments
Massachusetts
$941K -$2.71K -59 -0.3%
EH
749
Employers Holdings
Nevada
$940K -$577K -12,540 -35%
VCAM
750
Van Cleef Asset Management
Ohio
$940K -$16K -347 -1%

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.