Altria Group
1,401 hedge funds and large institutions have $65.9B invested in Altria Group in 2015 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 526 increasing their positions, 549 reducing their positions, and 42 closing their positions.
136% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 42
68% more call options, than puts
Call options by funds: $640M | Put options by funds: $381M
55% more funds holding in top 10
Funds holding in top 10: 55 → 85 (+30)
15% more capital invested
Capital invested by funds: $57.2B → $65.9B (+$8.71B)
3% more funds holding
Funds holding: 1,358 → 1,401 (+43)
1.06% more ownership
Funds ownership: 59.66% → 60.72% (+1.1%)
4% less repeat investments, than reductions
Existing positions increased: 526 | Existing positions reduced: 549
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$922M |
| 2 |
Morgan Stanley
New York
|
+$625M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$184M |
| 4 |
Bank of New York Mellon
New York
|
+$111M |
| 5 |
JP Morgan Chase
New York
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$469M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$193M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$146M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$71.4M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$70.7M |
MO Hedge Fund Activity: Q3 2015 in Review
1,401 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2015, worth a combined $65.9B — up 15% from $57.2B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new MO positions and 42 closed out — a net gain of 57 holders — while 526 added to existing stakes and 549 trimmed.
The largest buyer was Bank of America, adding an estimated $922M. The largest seller was Capital World Investors, cutting an estimated $469M.
- 1,401 institutional investors held Altria Group (MO) as of Q3 2015, up from 1,358 in Q2 2015.
- Funds reported $65.9B of Altria Group stock for Q3 2015, up 15% quarter-over-quarter.
- 99 funds opened new Altria Group positions in Q3 2015 and 42 closed out, a net change of +57 holders.
- The largest Altria Group buyer in Q3 2015 was Bank of America, an estimated $922M added.
- The largest Altria Group seller in Q3 2015 was Capital World Investors, an estimated $469M sold.
Based on aggregated 13F filings for Q3 2015.