We are live on ! Find out more
MO icon

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
Acadian Asset Management
1401
Acadian Asset Management
Massachusetts
$165K -$446K -9,705 -71%
GAM
1402
Gemmer Asset Management
California
$164K -$23.5K -511 -11%
EWM
1403
Elmwood Wealth Management
California
$164K
NIM
1404
NuWave Investment Management
New Jersey
$161K +$133K +2,890 +296%
CFGS
1405
Concourse Financial Group Securities
Alabama
$160K -$1.01M -21,929 -85%
CCMW
1406
Cypress Capital Management (Wyoming)
Wyoming
$160K -$937K -20,373 -84%
FQ
1407
First Quadrant
California
$160K -$166K -3,600 -48%
GWS
1408
Glassman Wealth Services
Virginia
$160K +$414 +9 +0.2%
HCM
1409
Highlander Capital Management
New Jersey
$157K -$16.1K -350 -8%
RBC
1410
Roble Belko & Company
Pennsylvania
$153K
GWAG
1411
Garrett Wealth Advisory Group
Texas
$152K +$170K +3,706 New
RWA
1412
Ropes Wealth Advisors
Massachusetts
$150K -$191K -4,155 -53%
SMG
1413
Spectrum Management Group
Indiana
$146K
MAM
1414
Meeder Asset Management
Ohio
$145K +$99.2K +2,157 +155%
VCM
1415
Versant Capital Management
Arizona
$142K -$4.74K -103 -3%
LWANC
1416
Laurel Wealth Advisors (North Carolina)
North Carolina
$142K +$32.9K +715 +26%
PMFA
1417
Plante Moran Financial Advisors
Michigan
$140K +$2.85K +62 +2%
PCFFS
1418
Pacific Center for Financial Services
California
$137K
HI
1419
Hudock Inc
Pennsylvania
$133K -$21.5K -467 -12%
ATC
1420
Adirondack Trust Company
New York
$131K +$2.85K +62 +2%
BWM
1421
Baystate Wealth Management
Massachusetts
$130K -$8.19K -178 -5%
CIA
1422
CSat Investment Advisory
Michigan
$130K +$20.7K +449 +16%
WG
1423
Welch Group
Alabama
$129K -$12.3K -267 -8%
POIA
1424
Pin Oak Investment Advisors
Texas
$127K -$7.41K -161 -5%
BHWM
1425
Bay Harbor Wealth Management
Maryland
$121K -$102K -2,223 -44%

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.