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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
NIC
1476
Northwest Investment Counselors
Oregon
$58K +$65.3K +1,420 New
BEI
1477
Benjamin Edwards Inc
Missouri
$57K
AWM
1478
Avior Wealth Management
Nebraska
$56K -$9.61K -209 -13%
PAI
1479
Pittenger & Anderson Inc
Nebraska
$55K -$1.69M -36,770 -96%
GTAM
1480
Global Trust Asset Management
Florida
$54K -$557K -12,112 -90%
SB
1481
Strategic Blueprint
Georgia
$54K +$61K +1,327 New
AM
1482
Atwater Malick
Pennsylvania
$53K +$59.7K +1,298 New
TCM
1483
Tradewinds Capital Management
Washington
$51K -$13.2K -286 -19%
LF
1484
Lee Financial
Texas
$50K +$12K +260 +27%
GEA
1485
Glen Eagle Advisors
New Jersey
$49.5K -$1.15K -25 -2%
SIS
1486
Sound Income Strategies
Florida
$46K -$5.84K -127 -10%
WC
1487
Whitnell & Co
Illinois
$45K -$87.4K -1,900 -63%
EI
1488
Ellevest Inc
New York
$44K -$18.6K -404 -27%
MCM
1489
McMillion Capital Management
North Carolina
$44K
IF
1490
Ironwood Financial
Arizona
$42K
TIM
1491
Tortoise Investment Management
New York
$41K -$42.2K -918 -48%
TWI
1492
Thomas White International
Illinois
$41K -$37.6K -817 -45%
SIAS
1493
Shine Investment Advisory Services
Colorado
$41K -$506 -11 -1%
NPP
1494
New Potomac Partners
Maryland
$41K
NCM
1495
Northstar Capital Management
New York
$41K
PCA
1496
Providence Capital Advisors
North Carolina
$41K
BCA
1497
Bray Capital Advisors
Florida
$41K +$36.8K +800 +400%
PCTC
1498
Perkins Coie Trust Company
Washington
$40K
KWA
1499
KCS Wealth Advisory
California
$39.8K +$44.8K +974 New
AWM
1500
AllSquare Wealth Management
New York
$38K -$12K -260 -22%

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.