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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
TFS
1151
TrustCore Financial Services
Tennessee
$338K -$58.7K -1,276 -13%
C
1152
Cerebellum
California
$338K +$76.1K +1,654 +25%
KA
1153
KLCM Advisors
Wisconsin
$337K +$27.3K +594 +8%
MSS
1154
Mitchell Sinkler & Starr
Pennsylvania
$336K
CS
1155
Candriam SCA
Luxembourg
$335K
DY
1156
Dowling & Yahnke
California
$335K +$6.62K +144 +2%
WCAMG
1157
Woodard & Company Asset Management Group
North Carolina
$333K +$101K +2,196 +37%
PWMAG
1158
Pinnacle Wealth Management Advisory Group
New Jersey
$332K -$153K -3,333 -29%
NB
1159
Nicolet Bankshares
Wisconsin
$332K -$11.8K -257 -3%
SC
1160
Stratford Consulting
Texas
$332K +$5.15K +112 +1%
APC
1161
Aspire Private Capital
North Carolina
$331K -$190K -4,134 -34%
DLA
1162
Douglas Lane & Associates
New York
$331K -$104K -2,261 -22%
WB
1163
Webster Bank
Connecticut
$331K +$99.1K +2,155 +36%
CIM
1164
CIM Investment Management
Pennsylvania
$330K -$41.2K -896 -10%
FWP
1165
FAS Wealth Partners
Kansas
$330K +$36.7K +798 +11%
SAMC
1166
Spectrum Asset Management (California)
California
$328K
FFC
1167
First Financial Corp
Indiana
$327K -$30.4K -661 -8%
NJBEST
1168
New Jersey Better Educational Savings Trust
New Jersey
$327K
WHRC
1169
W.H. Reaves & Co
New Jersey
$327K
TAM
1170
Tocqueville Asset Management
New York
$326K -$694K -15,077 -65%
SFG
1171
SNS Financial Group
Minnesota
$326K -$44.7K -972 -11%
GFS
1172
GYL Financial Synergies
Connecticut
$326K +$6.53K +142 +2%
GCM
1173
Gables Capital Management
Florida
$325K
RB
1174
Rodgers Brothers
Pennsylvania
$324K +$86.4K +1,879 +31%
IAM
1175
Iridian Asset Management
Connecticut
$323K

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.