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
SB
126
Suntrust Banks
Georgia
$36.3M -$6.2M -134,743 -13%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$36M -$2.92M -63,377 -7%
ORIO
128
Old Republic International (ORI)
Illinois
$35.9M +$6.07M +132,000 +18%
CSS
129
Cubist Systematic Strategies
Connecticut
$35.8M +$12.2M +265,968 +44%
AA
130
ALPS Advisors
Colorado
$34.9M +$6.18M +134,299 +19%
EVM
131
Eaton Vance Management
Massachusetts
$34.5M +$2.09M +45,478 +6%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$33.9M -$15.8M -343,550 -29%
ClearBridge Investments
133
ClearBridge Investments
New York
$33.8M -$6.74M -146,512 -15%
AG
134
Aperio Group
California
$33.6M -$7.15M -155,492 -16%
VanEck Associates
135
VanEck Associates
New York
$33.5M +$34.5M +749,500 +1,062%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$33.4M -$18.8M -407,899 -33%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$32.7M +$35.7M +776,242 +3,228%
WCM
138
Wedge Capital Management
North Carolina
$32.5M +$6M +130,469 +20%
Caisse de Depot et Placement du Quebec (CDPQ)
139
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.3M +$6.55M +142,424 +22%
GIA
140
Gateway Investment Advisers
Ohio
$31.5M -$3.31M -72,050 -9%
AssetMark Inc
141
AssetMark Inc
California
$31.2M +$3.86M +83,952 +12%
PC
142
Polar Capital
United Kingdom
$31.1M -$7.35M -159,694 -17%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$31.1M +$751K +16,331 +2%
Korea Investment Corp
144
Korea Investment Corp
South Korea
$30.4M +$603K +13,100 +2%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$30.2M -$216K -4,691 -0.6%
ZIM
146
Zacks Investment Management
Illinois
$29.4M +$768K +16,691 +2%
RCM
147
RNC Capital Management
California
$29.1M +$1.94M +42,210 +6%
QI
148
QS Investors
New York
$28.8M +$1.78M +38,592 +6%
CI
149
Conning Inc
Connecticut
$28M +$4.46M +96,939 +16%
CCM
150
Cullen Capital Management
New York
$27.4M -$946K -20,575 -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.