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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
KWMG
1076
King Wealth Management Group
Florida
$403K -$75.7K -1,646 -14%
SC
1077
SRB Corp
Massachusetts
$403K +$16.1K +351 +4%
AC
1078
Avestar Capital
New York
$403K +$103K +2,234 +29%
VF
1079
Virtu Financial
New York
$402K -$3.67M -79,757 -89%
AWA
1080
ARS Wealth Advisors
Florida
$399K -$526K -11,438 -54%
CCA
1081
Cobblestone Capital Advisors
New York
$399K -$2.21K -48 -0.5%
PCG
1082
Private Capital Group
Connecticut
$398K -$109K -2,379 -20%
ACI
1083
Alpha Cubed Investments
California
$398K -$74.1K -1,610 -14%
TIA
1084
Tandem Investment Advisors
South Carolina
$398K -$21.4K -466 -5%
PFS
1085
Physicians Financial Services
North Carolina
$398K -$4.14K -90 -0.9%
ECG
1086
Edge Capital Group
Georgia
$396K +$10.9K +236 +3%
WA
1087
Wealth Architects
California
$395K -$4.6K -100 -1%
AIM
1088
Allen Investment Management
New York
$394K -$42.9K -932 -9%
GSBTD
1089
Glenview State Bank Trust Department
Illinois
$394K
ISB
1090
Iowa State Bank
Iowa
$394K +$129K +2,810 +41%
CII
1091
Capital International Inc
California
$393K +$442K +9,610 New
FANJ
1092
Financial Architects (New Jersey)
New Jersey
$391K -$114K -2,485 -21%
IWP
1093
Icon Wealth Partners
Texas
$391K -$28.7K -624 -6%
EIP
1094
Ellis Investment Partners
Pennsylvania
$391K +$39.8K +866 +10%
FTC
1095
Farmers Trust Company
Ohio
$390K +$9.94K +216 +2%
KFGK
1096
Keystone Financial Group (Kentucky)
Kentucky
$389K -$1.66K -36 -0.4%
BWP
1097
Baldwin Wealth Partners
Massachusetts
$388K -$9.2K -200 -2%
AF
1098
Arrow Financial
New York
$388K
NFG
1099
Nations Financial Group
Iowa
$386K +$396K +8,612 New
MIH
1100
Madison Investment Holdings
Wisconsin
$384K

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.