Altria Group
1,621 hedge funds and large institutions have $85.4B invested in Altria Group in 2017 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 573 increasing their positions, 715 reducing their positions, and 65 closing their positions.
63% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 65
14% more funds holding in top 10
Funds holding in top 10: 83 → 95 (+12)
6% more capital invested
Capital invested by funds: $80.4B → $85.4B (+$4.95B)
2% more funds holding
Funds holding: 1,596 → 1,621 (+25)
0.66% more ownership
Funds ownership: 60.93% → 61.59% (+0.66%)
20% less repeat investments, than reductions
Existing positions increased: 573 | Existing positions reduced: 715
29% less call options, than puts
Call options by funds: $470M | Put options by funds: $660M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.33B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$929M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$652M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$464M |
| 5 |
Morgan Stanley
New York
|
+$343M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$621M |
| 2 |
SIG
Senator Investment Group
New York
|
-$277M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$200M |
| 4 |
VAM
Vontobel Asset Management
New York
|
-$147M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$146M |
MO Hedge Fund Activity: Q1 2017 in Review
1,621 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2017, worth a combined $85.4B — up 6.2% from $80.4B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new MO positions and 65 closed out — a net gain of 41 holders — while 573 added to existing stakes and 715 trimmed.
The largest buyer was BlackRock, adding an estimated $8.33B. The largest seller was T. Rowe Price Associates, cutting an estimated $621M.
- 1,621 institutional investors held Altria Group (MO) as of Q1 2017, up from 1,596 in Q4 2016.
- Funds reported $85.4B of Altria Group stock for Q1 2017, up 6.2% quarter-over-quarter.
- 106 funds opened new Altria Group positions in Q1 2017 and 65 closed out, a net change of +41 holders.
- The largest Altria Group buyer in Q1 2017 was BlackRock, an estimated $8.33B added.
- The largest Altria Group seller in Q1 2017 was T. Rowe Price Associates, an estimated $621M sold.
Based on aggregated 13F filings for Q1 2017.