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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
PLFAM
1276
Pineno Levin & Ford Asset Management
Virginia
$252K -$7.5K -163 -3%
RFN
1277
RDA Financial Network
Iowa
$252K +$8.6K +187 +4%
VDI
1278
Vaughan David Investments
Illinois
$251K -$7.68K -167 -3%
CCP
1279
Cardan Capital Partners
Colorado
$251K
MIFH
1280
Migdal Insurance & Financial Holdings
Israel
$251K +$93.6K +2,035 +50%
KTA
1281
Keeley-Teton Advisors
Illinois
$250K
SCM
1282
Silvant Capital Management
Georgia
$249K -$60.5K -1,316 -18%
OC
1283
Oarsman Capital
Wisconsin
$248K +$12.3K +268 +5%
SCA
1284
Stonebridge Capital Advisors
Minnesota
$247K -$12.1K -264 -4%
HVIA
1285
Hudson Valley Investment Advisors
New York
$247K -$4.6K -100 -2%
CRC
1286
Curi RMB Capital
Illinois
$245K -$159K -3,466 -37%
UF
1287
Univest Financial
Pennsylvania
$245K
GI
1288
GAMCO Investors
Connecticut
$244K -$274K -5,960 -50%
PHK
1289
Point72 Hong Kong
Hong Kong
$243K -$434K -9,429 -61%
EFSCE
1290
Enterprise Financial Services Corp (EFSC)
Missouri
$243K
WA
1291
WESPAC Advisors
California
$242K -$244K -5,315 -47%
LFG
1292
LifePlan Financial Group
Ohio
$240K -$38.6K -840 -13%
EWM
1293
Evermay Wealth Management
Virginia
$240K -$35.6K -775 -12%
AIM
1294
Aspen Investment Management
Michigan
$240K -$35.3K -767 -12%
VIMU
1295
Veritas Investment Management (UK)
United Kingdom
$240K
BPWA
1296
Beacon Pointe Wealth Advisors
California
$240K +$74.7K +1,624 +38%
KJHP
1297
K.J. Harrison & Partners
Ontario, Canada
$237K -$1.18M -25,700 -82%
NG
1298
Northstar Group
New York
$237K -$63.7K -1,384 -19%
KFA
1299
Kelleher Financial Advisors
New York
$237K
VWA
1300
V Wealth Advisors
Kansas
$237K +$6.67K +145 +3%

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.