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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
TW
1226
Transform Wealth
Colorado
$278K -$293K -6,380 -48%
SIA
1227
Strategic Investment Advisors
Michigan
$277K -$35.1K -762 -10%
KF
1228
Krilogy Financial
Missouri
$277K -$21.7K -471 -7%
MA
1229
MCF Advisors
Kentucky
$277K +$34.3K +745 +12%
HI
1230
Hendershot Investments
Virginia
$276K
TCM
1231
Telos Capital Management
California
$276K +$310K +6,739 New
SMFG
1232
Sumitomo Mitsui Financial Group
Japan
$275K -$95.7K -2,081 -24%
AIA
1233
Angeles Investment Advisors
California
$274K +$8.83K +192 +3%
CTA
1234
Colonial Trust Advisors
South Carolina
$273K -$62.1K -1,350 -17%
GIA
1235
Guyasuta Investment Advisors
Pennsylvania
$272K -$125K -2,723 -29%
P
1236
&Partners
Tennessee
$270K +$72.5K +1,577 +31%
SW
1237
SlateStone Wealth
Florida
$269K -$488K -10,610 -62%
GIP
1238
Granite Investment Partners
California
$269K -$103K -2,250 -25%
BO
1239
BRR OpCo
Ohio
$269K -$59.8K -1,299 -16%
WPIC
1240
White Pine Investment Company
Michigan
$269K +$7.54K +164 +3%
SCM
1241
Southport Capital Management
Tennessee
$269K +$66.5K +1,445 +28%
AHB
1242
Abner Herrman & Brock
New Jersey
$268K -$122K -2,647 -29%
SCG
1243
Sonata Capital Group
Washington
$268K -$9.2K -200 -3%
CHP
1244
Cable Hill Partners
Oregon
$267K -$75.1K -1,633 -20%
LB
1245
Landmark Bank
Missouri
$267K +$14.6K +318 +5%
FSA
1246
Franklin Street Advisors
North Carolina
$266K -$2.66M -57,929 -90%
VSWA
1247
Vontobel Swiss Wealth Advisors
Switzerland
$266K -$101K -2,193 -25%
TFO
1248
Tarbox Family Office
California
$266K -$4.09K -89 -1%
AB
1249
Atlas Brown
Kentucky
$266K +$2.25K +49 +0.8%
JF
1250
JSF Financial
California
$265K -$22.6K -491 -7%

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.