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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
SFG
1251
Summit Financial Group
West Virginia
$265K +$64.4K +1,400 +27%
AWA
1252
Acorn Wealth Advisors
Michigan
$264K -$25.9K -562 -9%
NQWM
1253
Northwest Quadrant Wealth Management
Oregon
$264K -$23.7K -515 -8%
CAM
1254
Concorde Asset Management
Michigan
$264K -$11K -239 -4%
BCWM
1255
Blue Chip Wealth Management
Florida
$263K -$26.2K -570 -8%
MGIA
1256
Moneta Group Investment Advisors
Missouri
$261K -$65K -1,412 -18%
FMII
1257
Farmers & Merchants Investments Inc
Nebraska
$261K -$9.02K -196 -3%
WDA
1258
Wendell David Associates
New Hampshire
$261K +$4.74K +103 +2%
RIM
1259
Regent Investment Management
Kentucky
$260K
PAS
1260
Partnervest Advisory Services
California
$259K +$3.45K +75 +1%
KC
1261
Kepos Capital
New York
$258K -$58K -1,260 -17%
CAM
1262
Congress Asset Management
Massachusetts
$257K +$874 +19 +0.3%
RA
1263
Rational Advisors
New York
$257K +$68.9K +1,497 +31%
CW
1264
CreativeOne Wealth
Kansas
$256K -$44.8K -975 -13%
CT
1265
Cambridge Trust
Massachusetts
$256K -$3.82K -83 -1%
CAG
1266
Csenge Advisory Group
Florida
$256K +$288K +6,263 New
CCIA
1267
Campbell & Co Investment Adviser
Maryland
$256K +$288K +6,266 New
GLA
1268
Great Lakes Advisors
Illinois
$255K -$151K -3,289 -35%
PWPS
1269
Pinnacle Wealth Planning Services
Ohio
$255K -$14.1K -307 -5%
WPW
1270
Winthrop Partners - WNY
New York
$255K
CCM
1271
Chilton Capital Management
Texas
$254K -$23K -500 -7%
AC
1272
Alexandria Capital
Virginia
$253K -$32.2K -700 -10%
1WA
1273
180 Wealth Advisors
Washington
$253K -$16.2K -352 -6%
FMP
1274
Financial Management Professionals
Texas
$253K
JC
1275
Jacobs & Co
California
$253K

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.