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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
AA
926
Ancora Advisors
Ohio
$587K +$153K +3,316 +30%
WCM
927
Weld Capital Management
New York
$586K +$659K +14,326 New
CAI
928
Capital Advisors Inc
Oklahoma
$585K
DHFB
929
Dixon Hubard Feinour & Brown
Virginia
$584K -$18.4K -400 -3%
WFM
930
Wolff Financial Management
Michigan
$583K -$16K -348 -2%
BW
931
Bison Wealth
Georgia
$581K +$58.2K +1,266 +10%
RMAM
932
Raab & Moskowitz Asset Management
New Jersey
$580K -$55.8K -1,213 -8%
ANRIA
933
American National Registered Investment Advisor
Texas
$579K
DWM
934
Doyle Wealth Management
Florida
$578K +$1.15K +25 +0.2%
IP
935
Intellectus Partners
California
$577K +$226K +4,912 +55%
CC
936
Cedar Capital
Illinois
$576K +$172K +3,750 +36%
MMG
937
Monetary Management Group
Missouri
$574K -$724K -15,750 -53%
ALAM
938
Asahi Life Asset Management
Japan
$574K +$116K +2,530 +22%
BJL
939
Brighton Jones LLC
Washington
$571K +$176K +3,818 +38%
WSCM
940
Wellington Shields Capital Management
New York
$570K +$35.2K +766 +6%
EM
941
Excalibur Management
Massachusetts
$570K +$80.3K +1,745 +14%
QT
942
Quantamental Technologies
New York
$570K +$536K +11,662 +512%
CCFM
943
Clear Creek Financial Management
Washington
$569K +$102K +2,215 +22%
VAG
944
VisionPoint Advisory Group
Texas
$568K -$3.91K -85 -0.6%
EWM
945
Endurance Wealth Management
Rhode Island
$566K
MWP
946
MYCIO Wealth Partners
Pennsylvania
$566K +$22.9K +498 +4%
CCM
947
Canal Capital Management
Virginia
$562K -$40.5K -880 -6%
AAS
948
Annex Advisory Services
Wisconsin
$562K -$22.6K -491 -3%
NNP
949
Nachman Norwood & Parrott
South Carolina
$562K -$16K -348 -2%
RSWM
950
Robertson Stephens Wealth Management
California
$562K +$620K +13,476 New

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.