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Altria Group
MO

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,621
Holders Change
+25
Holders Change %
+1.57%
% of All Funds
40.34%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
2.36%
New
106
Increased
573
Reduced
715
Closed
65
Calls
$470M
Puts
$660M
Net Calls
-$190M
Net Calls Change
+$7.65M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.33B
2
Capital World Investors
Capital World Investors
California
+$929M
3
Bank of America
Bank of America
North Carolina
+$652M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$464M
5
Morgan Stanley
Morgan Stanley
New York
+$343M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$621M
2
SIG
Senator Investment Group
New York
-$277M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$200M
4
VAM
Vontobel Asset Management
New York
-$147M
5
APG Asset Management
APG Asset Management
Netherlands
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
926
Opus Investment Management
Massachusetts
$1.07M – – –
WB
927
Webster Bank
Connecticut
$1.07M -$3.62K -50 -0.3%
RMDI
928
R.M. Davis Inc
Maine
$1.06M +$204K +2,821 +23%
ST
929
Sentinel Trust
Texas
$1.06M – – –
Luther King Capital Management (LKCM)
930
Luther King Capital Management (LKCM)
Texas
$1.06M +$51.2K +707 +5%
AOWM
931
Alpha Omega Wealth Management
Virginia
$1.05M – – –
CI
932
Cavalier Investments
Georgia
$1.05M – – –
SWM
933
SVA Wealth Management
Wisconsin
$1.05M -$127K -1,754 -11%
II
934
IFM Investors
Australia
$1.05M +$1.06M +14,657 New
OCG
935
Opus Capital Group
Ohio
$1.05M -$55K -760 -5%
AAS
936
Annex Advisory Services
Wisconsin
$1.04M -$83.4K -1,152 -7%
EM
937
Excalibur Management
Massachusetts
$1.04M -$12.7K -175 -1%
RGNCM
938
R.G. Niederhoffer Capital Management
New York
$1.04M +$1.05M +14,500 New
WA
939
WP Advisors
California
$1.03M +$255K +3,520 +32%
CIAS
940
Capital Investment Advisory Services
North Carolina
$1.03M +$12.8K +177 +1%
MCM
941
Monarch Capital Management
Indiana
$1.02M -$3.62K -50 -0.3%
IFS
942
Ifrah Financial Services
Arkansas
$1.02M -$27.9K -385 -3%
TPWA
943
TRUE Private Wealth Advisors
Oregon
$1.02M -$18.8K -260 -2%
BBI
944
Baxter Bros Inc
Connecticut
$1.01M +$72.4K +1,000 +13%
ACM
945
Azimuth Capital Management
Michigan
$1.01M +$123K +1,699 +14%
PM
946
Parametrica Management
Hong Kong
$1.01M +$1.02M +14,125 New
PVWM
947
Point View Wealth Management
New Jersey
$1M +$65.5K +905 +7%
TSW
948
Thompson Siegel & Walmsley
Virginia
$1M -$209K -2,887 -17%
ACH
949
ArrowMark Colorado Holdings
Colorado
$996K -$72K -995 -7%
KA
950
Kovack Advisors
Florida
$993K +$13K +179 +1%
36 37
38
39 40

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.