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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
CB
1426
CNB Bank
Pennsylvania
$121K -$4.6K -100 -3%
CAL
1427
Capital Advisors Ltd
Ohio
$121K -$3.22K -70 -2%
WCG
1428
Weaver Consulting Group
California
$120K
JWM
1429
Janiczek Wealth Management
Colorado
$114K
QCIG
1430
Quad-Cities Investment Group
Iowa
$111K -$1.24K -27 -1%
BAMG
1431
Brand Asset Management Group
Missouri
$111K +$966 +21 +0.8%
AAP
1432
Arax Advisory Partners
Colorado
$110K
PWMG
1433
Prestige Wealth Management Group
New Jersey
$110K +$874 +19 +0.7%
NSB
1434
Norway Savings Bank
Maine
$109K -$16.1K -350 -12%
1NWS
1435
1 North Wealth Services
Maryland
$108K +$121K +2,641 New
JWA
1436
JFS Wealth Advisors
Pennsylvania
$106K
CWM
1437
Cranbrook Wealth Management
Michigan
$105K +$8.88K +193 +8%
VC
1438
Vestor Capital
Illinois
$103K +$59.8K +1,300 +107%
RTC
1439
Riverview Trust Company
Washington
$100K
HCA
1440
Horan Capital Advisors
Ohio
$100K +$113K +2,448 New
LWA
1441
Lenox Wealth Advisors
New York
$97K -$31.4K -682 -22%
FPS
1442
Fieldpoint Private Securities
Connecticut
$97K -$2.71K -59 -2%
CA
1443
Centerpoint Advisors
Massachusetts
$96K
SC
1444
Sawyer & Company
Massachusetts
$94K
PG
1445
Proffitt & Goodson
Tennessee
$89K +$966 +21 +1%
BCI
1446
Brinker Capital Investments
Pennsylvania
$88K -$70.5K -1,533 -42%
AIM
1447
Arcadia Investment Management
Michigan
$88K
PVH
1448
Psagot Value Holdings
Israel
$87K
AA
1449
AlphaMark Advisors
Kentucky
$86K -$1.07M -23,236 -92%
HFM
1450
Harvest Fund Management
China
$85K -$74.1K -1,612 -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.