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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
SSW
1051
Smith Shellnut Wilson
Mississippi
$431K
ACM
1052
Allred Capital Management
Texas
$430K -$136K -2,954 -22%
PJSIMP
1053
P.J. Schmidt Investment Management (PJS)
Wisconsin
$429K -$108K -2,355 -18%
NL
1054
NWAM LLC
Washington
$429K -$76.2K -1,657 -14%
OFW
1055
Omnia Family Wealth
Florida
$428K -$34.5K -750 -7%
CGL
1056
Clarius Group LLC
Washington
$426K +$74.7K +1,623 +18%
ZIC
1057
ZWJ Investment Counsel
Georgia
$425K -$415K -9,021 -46%
Jones Financial Companies
1058
Jones Financial Companies
Missouri
$425K -$83.5K -1,815 -15%
GD
1059
Grandfield & Dodd
New York
$422K -$11.5K -250 -2%
CWM
1060
Centric Wealth Management
Illinois
$422K +$14.6K +317 +3%
QCG
1061
Quadrant Capital Group
Ohio
$422K +$179K +3,886 +57%
WAAG
1062
Wealth Alliance Advisory Group
Kansas
$420K +$32.2K +700 +8%
HFBOT
1063
Home Federal Bank of Tennessee
Tennessee
$419K +$25.5K +555 +6%
USGIU
1064
U.S. Global Investors (USGI)
Texas
$418K +$153K +3,319 +48%
EDRIA
1065
Edmonds Duncan Registered Investment Advisors
Kansas
$416K +$29.6K +644 +7%
CM
1066
Capital Management
Virginia
$415K +$466K +10,141 New
BFC
1067
Blue Fin Capital
Rhode Island
$414K -$140K -3,041 -23%
WEC
1068
Winslow Evans & Crocker
Massachusetts
$414K -$21.4K -466 -4%
PFGIA
1069
Patriot Financial Group Insurance Agency
Massachusetts
$413K +$56.3K +1,223 +14%
WCM
1070
Whitener Capital Management
North Carolina
$411K +$42.1K +915 +10%
DWM
1071
Dakota Wealth Management
Florida
$409K -$438K -9,526 -49%
SM
1072
SG3 Management
Puerto Rico
$409K +$460K +10,000 New
PFBT
1073
Parkside Financial Bank & Trust
Missouri
$406K -$45.1K -980 -9%
ONST
1074
Old North State Trust
North Carolina
$404K -$13.3K -290 -3%
WMA
1075
Wealth Management Associates
New Jersey
$404K +$61.1K +1,329 +16%

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.