Altria Group
1,335 hedge funds and large institutions have $58.7B invested in Altria Group in 2014 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 461 increasing their positions, 511 reducing their positions, and 47 closing their positions.
257% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 47
12% more funds holding in top 10
Funds holding in top 10: 50 → 56 (+6)
9% more funds holding
Funds holding: 1,229 → 1,335 (+106)
5% more capital invested
Capital invested by funds: $55.8B → $58.7B (+$2.97B)
0.67% less ownership
Funds ownership: 60.09% → 59.43% (-0.67%)
10% less repeat investments, than reductions
Existing positions increased: 461 | Existing positions reduced: 511
50% less call options, than puts
Call options by funds: $300M | Put options by funds: $600M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$186M |
| 2 |
JP Morgan Chase
New York
|
+$168M |
| 3 |
State Street
Boston,
Massachusetts
|
+$162M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$133M |
| 5 |
Barclays
London,
United Kingdom
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$646M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$321M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$188M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$155M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$145M |
MO Hedge Fund Activity: Q4 2014 in Review
1,335 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2014, worth a combined $58.7B — up 5.3% from $55.8B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new MO positions and 47 closed out — a net gain of 121 holders — while 461 added to existing stakes and 511 trimmed.
The largest buyer was Vanguard Group, adding an estimated $186M. The largest seller was Capital Research Global Investors, cutting an estimated $646M.
- 1,335 institutional investors held Altria Group (MO) as of Q4 2014, up from 1,229 in Q3 2014.
- Funds reported $58.7B of Altria Group stock for Q4 2014, up 5.3% quarter-over-quarter.
- 168 funds opened new Altria Group positions in Q4 2014 and 47 closed out, a net change of +121 holders.
- The largest Altria Group buyer in Q4 2014 was Vanguard Group, an estimated $186M added.
- The largest Altria Group seller in Q4 2014 was Capital Research Global Investors, an estimated $646M sold.
Based on aggregated 13F filings for Q4 2014.