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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
YMRC
1126
Yorktown Management & Research Company
Virginia
$360K
AI
1127
Accredited Investors
Minnesota
$358K -$50K -1,088 -11%
CCM
1128
Condor Capital Management
New Jersey
$357K -$46K -1,000 -10%
BHWM
1129
Bar Harbor Wealth Management
New Hampshire
$357K -$1.15K -25 -0.3%
BFC
1130
Bedel Financial Consulting
Indiana
$357K +$1.52K +33 +0.4%
MFW
1131
Meristem Family Wealth
Minnesota
$356K -$9.71K -211 -2%
SSA
1132
South Street Advisors
New York
$356K
IA
1133
IFG Advisors
Missouri
$356K +$400K +8,705 New
PIMG
1134
Patriot Investment Management Group
Tennessee
$354K -$76.6K -1,665 -16%
OIA
1135
Optimum Investment Advisors
Illinois
$353K -$36.8K -800 -8%
PMG
1136
ProVise Management Group
Florida
$352K +$92.7K +2,016 +31%
BOPW
1137
Brandywine Oak Private Wealth
Pennsylvania
$349K -$16.8K -365 -4%
VIM
1138
Veritas Investment Management
United Kingdom
$348K
CPA
1139
Court Place Advisors
Maryland
$347K +$17.2K +375 +5%
CPIG
1140
Chicago Partners Investment Group
Illinois
$347K +$35.4K +769 +12%
SCM
1141
Schnieders Capital Management
California
$343K -$426K -9,263 -52%
OC
1142
Oakworth Capital
Alabama
$343K -$1.61K -35 -0.4%
BFA
1143
Bragg Financial Advisors
North Carolina
$343K +$4.23K +92 +1%
CANY
1144
Caxton Associates (New York)
New York
$343K +$386K +8,381 New
FG
1145
Fiduciary Group
Georgia
$342K -$14.5K -315 -4%
BP
1146
Ballentine Partners
Massachusetts
$342K +$24.2K +527 +7%
EW
1147
Evoke Wealth
California
$342K +$379K +8,241 New
PFM
1148
Parsec Financial Management
North Carolina
$341K -$6.72K -146 -2%
CT
1149
Clearstead Trust
Maine
$340K +$16.7K +364 +5%
PCA
1150
Personal Capital Advisors
California
$339K -$36.4K -792 -9%

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.