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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
WPA
826
Winning Points Advisors
Florida
$759K -$13.8K -300 -2%
IB
827
Intrust Bank
Kansas
$756K -$391K -8,490 -31%
CWG
828
Cornerstone Wealth Group
North Carolina
$756K +$40.7K +884 +5%
CI Investments Inc
829
CI Investments Inc
Ontario, Canada
$756K +$850K +18,476 New
AWA
830
Arete Wealth Advisors
Illinois
$753K -$125K -2,710 -13%
CIS
831
Capital International Sarl
California
$753K
ST
832
Spinnaker Trust
Maine
$751K
JCM
833
Jacobi Capital Management
Pennsylvania
$744K +$118K +2,561 +18%
PVWM
834
Point View Wealth Management
New Jersey
$743K -$25.3K -549 -3%
TRCT
835
Tower Research Capital (TRC)
New York
$741K -$3.04M -66,005 -78%
MCWS
836
McKinley Carter Wealth Services
West Virginia
$738K +$94.3K +2,050 +13%
IFWM
837
Institute for Wealth Management
Colorado
$737K -$157K -3,420 -16%
LMAM
838
Legg Mason Asset Management
Japan
$736K +$226K +4,920 +38%
SFA
839
Sequoia Financial Advisors
Ohio
$735K -$67.5K -1,467 -8%
CT
840
Chicago Trust
Illinois
$735K -$15K -327 -2%
SBWM
841
Sunflower Bank Wealth Management
Arizona
$731K +$40.5K +880 +5%
CFS
842
CRA Financial Services
New Jersey
$728K +$195K +4,239 +31%
CA
843
Cortland Associates
Missouri
$725K -$97.7K -2,124 -11%
BBNA
844
Bremer Bank National Association
Minnesota
$720K -$139K -3,027 -15%
OLA
845
Oliver Luxxe Assets
New Jersey
$719K
TPWA
846
TRUE Private Wealth Advisors
Oregon
$718K +$3.13K +68 +0.4%
NCM
847
Noesis Capital Mangement
Florida
$715K -$10.2K -221 -1%
WPW
848
Waldron Private Wealth
Pennsylvania
$714K +$131K +2,839 +20%
ESB
849
Essex Savings Bank
Connecticut
$711K -$420K -9,136 -34%
LFGH
850
Lee Financial Group Hawaii
Hawaii
$706K +$50K +1,087 +7%

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.