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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
TCOO
951
Trust Company of Oklahoma
Oklahoma
$560K
FNBOO
952
First National Bank of Omaha
Nebraska
$560K -$20.5K -446 -3%
BMO
953
Beck Mack & Oliver
New York
$558K -$182K -3,966 -23%
AP
954
Atwood & Palmer
Missouri
$556K
V
955
VeraBank
Texas
$547K -$55.7K -1,210 -8%
MWM
956
Modera Wealth Management
New Jersey
$547K -$33.4K -727 -5%
GVAG
957
Great Valley Advisor Group
Delaware
$545K +$98K +2,130 +19%
LSCM
958
LaSalle Street Capital Management
Illinois
$544K
CFG
959
Citizens Financial Group
Rhode Island
$544K +$920 +20 +0.2%
LNB
960
Ledyard National Bank
$544K +$9.2K +200 +2%
BAS
961
Brown Advisory Securities
Maryland
$543K -$32.2K -700 -5%
GC
962
Gratus Capital
Georgia
$543K +$69.5K +1,512 +13%
IMOV
963
Investment Management of Virginia
Virginia
$541K -$46K -1,000 -7%
BMA
964
Brooks Moore & Associates
Tennessee
$541K
PAM
965
Premier Asset Management
Illinois
$538K +$7.59K +165 +1%
IC
966
Intersect Capital
California
$536K -$74.9K -1,628 -11%
ACM
967
Azimuth Capital Management
Michigan
$534K
BIAS
968
Beacon Investment Advisory Services
New Jersey
$532K -$25.1K -546 -4%
AWE
969
Avidian Wealth Enterprises
Texas
$529K +$156K +3,400 +36%
CPSAC
970
Chas P. Smith & Associates (CPS)
Florida
$527K -$48.3K -1,051 -8%
MFG
971
MidWestOne Financial Group
Iowa
$527K -$40.5K -881 -6%
PWP
972
Principle Wealth Partners
Connecticut
$526K +$109K +2,373 +23%
JSL
973
JT Stratford LLC
Georgia
$524K +$96.9K +2,106 +20%
SFS
974
Strategic Financial Services
New York
$523K -$1.61K -35 -0.3%
BP
975
BBR Partners
New York
$520K +$585K +12,725 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.