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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
HBT
1301
Hills Bank & Trust
Iowa
$237K +$22.6K +491 +9%
CCFCSB
1302
Cape Cod Five Cents Savings Bank
Massachusetts
$236K -$69K -1,500 -21%
WA
1303
Winfield Associates
Ohio
$236K -$9.2K -200 -3%
VCWA
1304
Vanguard Capital Wealth Advisors
Colorado
$236K +$39.3K +854 +17%
WPA
1305
West Paces Advisors
Georgia
$235K -$6.07K -132 -2%
GEM
1306
Global Endowment Management
North Carolina
$235K -$32.4K -705 -11%
NAMP
1307
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$234K -$140K -3,050 -35%
PHAM
1308
Palisades Hudson Asset Management
Florida
$234K
FA
1309
FCG Advisors
New Jersey
$233K +$6.26K +136 +2%
TMAM
1310
Tokio Marine Asset Management
Japan
$233K +$30.1K +655 +13%
NDSI
1311
Newman Dignan & Sheerar Inc
Rhode Island
$232K -$4.74K -103 -2%
GIP
1312
Greatmark Investment Partners
Georgia
$231K -$94.3K -2,050 -27%
B
1313
Bailard
California
$231K -$6.9K -150 -3%
ZCA
1314
Zeke Capital Advisors
Pennsylvania
$231K +$259K +5,638 New
BCM
1315
Bienville Capital Management
New York
$230K -$104K -2,266 -29%
DP
1316
Dearborn Partners
Illinois
$230K -$20.7K -450 -7%
TF
1317
TimeScale Financial
Massachusetts
$230K -$9.98K -217 -4%
TL
1318
TrueWealth LLC
Georgia
$230K -$4.69K -102 -2%
TSWM
1319
Triangle Securities Wealth Management
North Carolina
$229K
BFA
1320
Beaumont Financial Advisors
Massachusetts
$229K +$23.6K +512 +10%
SCM
1321
Stumpf Capital Management
Arizona
$229K +$258K +5,600 New
LSAG
1322
Lake Street Advisors Group
New Hampshire
$228K -$39.6K -861 -13%
SFG
1323
SevenBridge Financial Group
Pennsylvania
$228K -$24.1K -525 -9%
JIP
1324
JBJ Investment Partners
South Carolina
$228K +$7.64K +166 +3%
YWP
1325
YorkBridge Wealth Partners
New York
$227K +$10.7K +233 +4%

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.