We are live on ! Find out more
MO icon

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
ITIM
1176
Indiana Trust & Investment Management
Indiana
$323K +$2.76K +60 +0.8%
CCB
1177
Cutter & Co Brokerage
Missouri
$323K +$32.2K +699 +10%
TFGT
1178
TS Financial Group (TSFG)
Illinois
$321K +$36.6K +796 +11%
CT
1179
Coastline Trust
Rhode Island
$320K -$736 -16 -0.2%
ICM
1180
IMS Capital Management
Oregon
$318K -$34.5K -750 -9%
GC
1181
Grimes & Company
Massachusetts
$318K +$966 +21 +0.3%
TFA
1182
Toth Financial Advisory
Virginia
$317K -$50K -1,088 -12%
AFM
1183
Andesa Financial Management
Pennsylvania
$317K +$6.95K +151 +2%
EGA
1184
E&G Advisors
Texas
$313K -$170K -3,700 -33%
FBP
1185
Flippin Bruce & Porter
Virginia
$313K
LOAMS
1186
Lombard Odier Asset Management (Switzerland)
Switzerland
$313K +$89.4K +1,944 +34%
SBSB
1187
Sullivan, Bruyette, Speros & Blaney
Virginia
$311K -$84.5K -1,837 -19%
GIA
1188
Gladstone Institutional Advisory
Florida
$311K -$80.2K -1,743 -19%
WGA
1189
Weather Gauge Advisory
Virginia
$310K -$1.1K -24 -0.3%
MIH
1190
Meitav Investment House
Israel
$310K +$352K +7,652 New
CA
1191
Callahan Advisors
Texas
$307K -$4.05K -88 -1%
CA
1192
Claro Advisors
Massachusetts
$305K -$9.57K -208 -3%
TW
1193
Towerpoint Wealth
California
$304K
SAM
1194
SP Asset Management
California
$304K +$3.91K +85 +1%
WAG
1195
Winthrop Advisory Group
Massachusetts
$304K +$76.2K +1,656 +29%
WA
1196
Wambolt & Associates
Colorado
$302K +$10K +218 +3%
NO
1197
Ninety One
South Africa
$301K
JGIA
1198
Jackson Grant Investment Advisers
Connecticut
$300K -$88.5K -1,923 -21%
CNC
1199
Citizens & Northern Corp
Pennsylvania
$300K
SWRP
1200
Summit Wealth & Retirement Planning
California
$300K +$552 +12 +0.2%

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.