Altria Group
1,200 hedge funds and large institutions have $49.8B invested in Altria Group in 2014 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 425 increasing their positions, 514 reducing their positions, and 35 closing their positions.
129% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 35
51% more call options, than puts
Call options by funds: $564M | Put options by funds: $374M
13% more capital invested
Capital invested by funds: $44B → $49.8B (+$5.75B)
3% more funds holding
Funds holding: 1,162 → 1,200 (+38)
3% more funds holding in top 10
Funds holding in top 10: 40 → 41 (+1)
0.61% more ownership
Funds ownership: 59.01% → 59.62% (+0.61%)
17% less repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 514
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$341M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$146M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$128M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$114M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$89.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$167M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$151M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$110M |
| 4 |
Barclays
London,
United Kingdom
|
-$82.7M |
| 5 |
Bank of New York Mellon
New York
|
-$79.5M |
MO Hedge Fund Activity: Q2 2014 in Review
1,200 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2014, worth a combined $49.8B — up 13% from $44B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new MO positions and 35 closed out — a net gain of 45 holders — while 425 added to existing stakes and 514 trimmed.
The largest buyer was Capital World Investors, adding an estimated $341M. The largest seller was State Street, cutting an estimated $167M.
- 1,200 institutional investors held Altria Group (MO) as of Q2 2014, up from 1,162 in Q1 2014.
- Funds reported $49.8B of Altria Group stock for Q2 2014, up 13% quarter-over-quarter.
- 80 funds opened new Altria Group positions in Q2 2014 and 35 closed out, a net change of +45 holders.
- The largest Altria Group buyer in Q2 2014 was Capital World Investors, an estimated $341M added.
- The largest Altria Group seller in Q2 2014 was State Street, an estimated $167M sold.
Based on aggregated 13F filings for Q2 2014.