Altria Group
1,560 hedge funds and large institutions have $76B invested in Altria Group in 2017 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 577 increasing their positions, 669 reducing their positions, and 117 closing their positions.
1.02% more ownership
Funds ownership: 61.34% → 62.36% (+1%)
3% less funds holding
Funds holding: 1,601 → 1,560 (-41)
14% less repeat investments, than reductions
Existing positions increased: 577 | Existing positions reduced: 669
14% less capital invested
Capital invested by funds: $88.4B → $76B (-$12.4B)
20% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 117
22% less call options, than puts
Call options by funds: $593M | Put options by funds: $755M
39% less funds holding in top 10
Funds holding in top 10: 87 → 53 (-34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.14B |
| 2 |
BlackRock
New York
|
+$449M |
| 3 |
TAM
Troy Asset Management
London,
United Kingdom
|
+$242M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$241M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$801M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$377M |
| 3 |
Morgan Stanley
New York
|
-$283M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$167M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$149M |
MO Hedge Fund Activity: Q3 2017 in Review
1,560 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2017, worth a combined $76B — down 14% from $88.4B a quarter earlier.
Sellers outnumbered buyers: 117 funds closed out of MO and 94 opened new positions — a net loss of 23 holders — while 669 trimmed existing stakes and 577 added.
The largest buyer was Bank of America, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $801M.
- 1,560 institutional investors held Altria Group (MO) as of Q3 2017, down from 1,601 in Q2 2017.
- Funds reported $76B of Altria Group stock for Q3 2017, down 14% quarter-over-quarter.
- 94 funds opened new Altria Group positions in Q3 2017 and 117 closed out, a net change of -23 holders.
- The largest Altria Group buyer in Q3 2017 was Bank of America, an estimated $1.14B added.
- The largest Altria Group seller in Q3 2017 was Capital Research Global Investors, an estimated $801M sold.
Based on aggregated 13F filings for Q3 2017.