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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
WCM
1351
Windsor Capital Management
Arizona
$211K -$6.9K -150 -3%
LDFR
1352
Lehman & Derafelo Financial Resources
Pennsylvania
$210K -$23.1K -502 -9%
PCA
1353
Peddock Capital Advisors
Massachusetts
$210K +$1.43K +31 +0.6%
CAN
1354
Claraphi Advisory Network
United States
$210K +$12K +261 +5%
FWM
1355
Focused Wealth Management
New York
$210K +$35.3K +767 +18%
MFG
1356
Magnus Financial Group
New York
$209K -$60.3K -1,310 -20%
DT
1357
Diversified Trust
Tennessee
$209K -$24.1K -523 -9%
TBNY
1358
Trustco Bank (New York)
New York
$209K
DIM
1359
Delta Investment Management
California
$209K +$5.84K +127 +3%
SHWM
1360
Smith & Howard Wealth Management
Georgia
$209K +$16.1K +350 +7%
CC
1361
Centiva Capital
New York
$209K +$235K +5,102 New
DI
1362
DAGCO Inc
Ohio
$208K -$585K -12,715 -71%
OWA
1363
Outlook Wealth Advisors
Texas
$208K -$181K -3,925 -44%
TF
1364
Trek Financial
Arizona
$208K -$75.3K -1,637 -24%
HFP
1365
Holistic Financial Partners
Indiana
$208K -$1.29K -28 -0.6%
APW
1366
Acima Private Wealth
Virginia
$208K +$1.06K +23 +0.5%
PP
1367
PDS Planning
Ohio
$208K +$23.7K +516 +11%
AC
1368
Allstate Corporation
Illinois
$207K -$5.75M -125,112 -96%
CA
1369
Cornerstone Advisory
Maryland
$207K -$53.2K -1,157 -19%
FCB
1370
First Command Bank
Texas
$207K -$8.14K -177 -3%
FCFS
1371
First Command Financial Services
Texas
$207K -$8.14K -177 -3%
CPC
1372
Congress Park Capital
New York
$206K -$6.9K -150 -3%
COI
1373
Connable Office Inc
Michigan
$206K +$232K +5,046 New
SFS
1374
Summit Financial Strategies
Ohio
$205K -$63.2K -1,374 -21%
NPA
1375
Nichols & Pratt Advisers
Massachusetts
$205K -$10.1K -220 -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.