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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
FPCG
801
Fort Pitt Capital Group
Pennsylvania
$822K +$50.9K +1,107 +6%
FMC
802
First Merchants Corp
Indiana
$820K +$922K +20,053 New
PWSG
803
Pacific Wealth Strategies Group
California
$819K -$66.4K -1,443 -7%
CGH
804
Crossmark Global Holdings
Texas
$817K -$350K -7,609 -28%
PPP
805
Private Portfolio Partners
New Jersey
$816K -$43.1K -936 -4%
NICM
806
Neo Ivy Capital Management
New York
$816K +$814K +17,693 +1,820%
FNBTCON
807
First National Bank & Trust Co of Newtown
Pennsylvania
$812K
FFN
808
Focus Financial Network
Minnesota
$810K -$162K -3,528 -15%
PTC
809
Philadelphia Trust Company
Pennsylvania
$808K -$44.2K -960 -5%
CG
810
Caprock Group
Idaho
$805K +$45.5K +989 +5%
P
811
Pitcairn
Pennsylvania
$803K -$209K -4,553 -19%
SC
812
Savant Capital
Illinois
$802K -$41.9K -911 -4%
WJWM
813
Williams Jones Wealth Management
New York
$790K +$888K +19,308 New
RCM
814
Radnor Capital Management
Pennsylvania
$778K
TSS
815
Two Sigma Securities
New York
$778K +$875K +19,026 New
AA
816
Advisory Alpha
Michigan
$778K +$643K +13,979 +322%
H
817
HoyleCohen
California
$773K +$14.3K +311 +2%
SBA
818
Secrest Blakey & Associates
North Carolina
$771K +$75.5K +1,642 +10%
CS
819
Comerica Securities
Michigan
$768K -$177K -3,855 -17%
DBRC
820
D.B. Root & Company
Pennsylvania
$768K -$72.5K -1,576 -8%
PCS
821
Personal CFO Solutions
New Jersey
$768K +$736K +15,994 New
RPC
822
Rossmore Private Capital
Connecticut
$766K
KIC
823
Keating Investment Counselors
Florida
$762K +$19.5K +425 +2%
SWA
824
Stratos Wealth Advisors
Ohio
$760K +$135K +2,926 +19%
IA
825
IFG Advisory
Georgia
$759K -$230K -4,997 -21%

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.