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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
AI
1326
ArchPoint Investors
Florida
$226K -$2.21M -48,052 -91%
MWM
1327
Meridian Wealth Management
Kentucky
$226K -$975K -21,195 -79%
Loomis, Sayles & Company
1328
Loomis, Sayles & Company
Massachusetts
$225K -$3.94M -85,718 -94%
SRC
1329
Shufro Rose & Co
New York
$225K -$6.9K -150 -3%
ST
1330
Smithfield Trust
Pennsylvania
$225K +$82.8K +1,800 +48%
PBO
1331
Peoples Bank (Ohio)
Ohio
$224K
GLI
1332
Guardian Life Insurance
New York
$224K +$1.84K +40 +0.7%
RCA
1333
Reitz Capital Advisors
Michigan
$224K +$251K +5,466 New
RIG
1334
Roosevelt Investment Group
New York
$223K -$4.09K -89 -2%
GC
1335
Garde Capital
Washington
$222K -$55.2K -1,200 -18%
IA
1336
Independence Advisors
Pennsylvania
$222K +$460 +10 +0.2%
DLHL
1337
Donald L. Hagan LLC
Florida
$220K -$5.8K -126 -2%
CLOS
1338
Compagnie Lombard Odier SCmA
Switzerland
$218K -$167K -3,625 -41%
SRIM
1339
Saratoga Research & Investment Management
California
$217K
GHAM
1340
Gilman Hill Asset Management
Connecticut
$217K +$28.7K +625 +13%
JFA
1341
Johanson Financial Advisors
California
$217K +$35.6K +773 +17%
WA
1342
WealthTrust Axiom
Pennsylvania
$216K
FLPIM
1343
F.L. Putnam Investment Management
Massachusetts
$216K +$153K +3,329 +170%
CCT
1344
Capital City Trust
Florida
$215K -$2.76K -60 -1%
ST
1345
Sabal Trust
Florida
$214K +$240K +5,227 New
PIA
1346
Pinion Investment Advisors
Kansas
$213K +$16.7K +363 +7%
GM
1347
GeoWealth Management
Illinois
$213K +$240K +5,208 New
SWMG
1348
Strategic Wealth Management Group
Maryland
$212K -$13K -282 -5%
FUBT
1349
First United Bank & Trust
Maryland
$212K -$2.99K -65 -1%
ACP
1350
Aveo Capital Partners
Colorado
$212K +$6.81K +148 +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.