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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
DJSG
1101
D.J. St. Germain
Massachusetts
$382K
SP
1102
Successful Portfolios
Florida
$382K +$2.21K +48 +0.5%
FFA
1103
First Foundation Advisors
California
$381K -$150K -3,263 -26%
HIC
1104
Harvey Investment Company
Kentucky
$381K
SFI
1105
SPC Financial Inc
Maryland
$380K +$41.2K +896 +11%
UBV
1106
United Bank (Virginia)
Virginia
$377K -$1.66M -36,074 -80%
STA
1107
Summit Trail Advisors
New York
$377K +$8.97K +195 +2%
PFSC
1108
Peoples Financial Services Corp
Pennsylvania
$376K -$1.15K -25 -0.3%
RG
1109
Rikoon Group
New Mexico
$375K -$18.4K -400 -4%
TNBTD
1110
Trustmark National Bank Trust Department
Mississippi
$373K -$142K -3,094 -25%
AR
1111
Advisory Research
Illinois
$372K
ECM
1112
Evergreen Capital Management
Washington
$370K -$28.8K -626 -6%
CIA
1113
Choate Investment Advisors
Massachusetts
$369K -$32.5K -706 -7%
SIG
1114
Schaller Investment Group
North Carolina
$369K
CBT
1115
Central Bank & Trust
Kentucky
$369K +$23.7K +515 +6%
WP
1116
WMS Partners
Maryland
$368K -$56.3K -1,225 -12%
CIC
1117
Canal Insurance Company
South Carolina
$368K
FIB
1118
First Interstate Bank
Montana
$368K +$18.9K +411 +5%
PWP
1119
Private Wealth Partners
California
$368K +$414K +8,998 New
LI
1120
Lafayette Investments
Maryland
$367K -$45.8K -995 -10%
NB
1121
Northwest Bancshares
Pennsylvania
$365K -$2.35M -51,110 -85%
BWCS
1122
Beirne Wealth Consulting Services
Connecticut
$363K -$5.06K -110 -1%
IC
1123
InterOcean Capital
Illinois
$363K -$3.13K -68 -0.8%
HWA
1124
HHM Wealth Advisors
Tennessee
$363K +$93.1K +2,023 +30%
PL
1125
Plancorp LLC
Missouri
$361K -$18.8K -408 -4%

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.