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
GCP
776
GSA Capital Partners
United Kingdom
$885K +$540K +11,732 +118%
RE
777
RBC Europe
United Kingdom
$884K -$172K -3,750 -15%
HCM
778
Hall Capital Management
Rhode Island
$883K -$82.2K -1,788 -8%
WA
779
WBH Advisory
Maryland
$882K -$319K -6,939 -24%
HA
780
Halsey Associates
Connecticut
$882K +$258K +5,600 +35%
TPA
781
Trivium Point Advisory
Connecticut
$881K -$39K -848 -4%
NMIMC
782
Northwestern Mutual Investment Management Company
Wisconsin
$868K +$2.39K +52 +0.2%
SIAG
783
Signet Investment Advisory Group
Rhode Island
$867K +$45.1K +980 +5%
EAMA
784
EFG Asset Management (Americas)
Florida
$867K +$173K +3,766 +22%
PAM
785
Paradigm Asset Management
New York
$865K -$207K -4,500 -18%
FCBT
786
First Citizens Bank & Trust
North Carolina
$857K -$1.79M -38,831 -65%
SBH
787
Segall Bryant & Hamill
Illinois
$854K -$65K -1,412 -6%
ZB
788
Zions Bancorporation
Utah
$850K -$502K -10,907 -34%
DAM
789
Delta Asset Management
Tennessee
$846K -$9.43K -205 -1%
ACP
790
Ashfield Capital Partners
California
$840K -$58.1K -1,263 -6%
CPO
791
Cerity Partners OCIO
New York
$837K -$125K -2,723 -12%
DPIM
792
Duff & Phelps Investment Management
Illinois
$837K
FHA
793
Flagship Harbor Advisors
Massachusetts
$835K -$18.4K -401 -2%
BKA
794
Brick & Kyle Associates
Pennsylvania
$835K +$128K +2,780 +18%
FC
795
Forte Capital
New York
$834K +$14.7K +320 +2%
TNB
796
Thomasville National Bank
Georgia
$833K -$56.1K -1,220 -6%
FNT
797
First Nebraska Trust
Nebraska
$832K -$11.5K -250 -1%
FMBTD
798
First Midwest Bank Trust Division
Illinois
$829K -$407K -8,846 -30%
RMC
799
Resources Management Corp
Connecticut
$827K +$930K +20,225 New
Rockefeller Capital Management
800
Rockefeller Capital Management
New York
$824K +$143K +3,116 +18%

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.