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
EARNEST Partners
1501
EARNEST Partners
Georgia
$38K
BWA
1502
Burt Wealth Advisors
Maryland
$37K -$10.3K -225 -20%
GWA
1503
Guidant Wealth Advisors
Illinois
$37K
SBL
1504
Sargent Bickham Lagudis
Colorado
$37K +$230 +5 +0.6%
Walleye Capital
1505
Walleye Capital
New York
$36K +$9.2K +200 +30%
PFO
1506
Pathstone Family Office
New Jersey
$35K -$275K -5,986 -87%
AIM
1507
Advantage Investment Management
Iowa
$35K
SL
1508
Salomon & Ludwin
Virginia
$35K
SAM
1509
Shamrock Asset Management
Texas
$34K
TF
1510
Tompkins Financial
New York
$33K -$223K -4,857 -86%
CFD
1511
Creative Financial Designs
Indiana
$31K
JIR
1512
James Investment Research
Ohio
$31K
VCM
1513
Vigilant Capital Management
Maine
$29K +$18.9K +411 +140%
PO
1514
Private Ocean
California
$27K -$65.4K -1,422 -68%
LGWM
1515
Litman Gregory Wealth Management
California
$26K -$1.43K -31 -5%
CAM
1516
CenterStar Asset Management
Illinois
$25K
MCM
1517
MV Capital Management
Maryland
$25K +$4.28K +93 +18%
JCM
1518
Julex Capital Management
Massachusetts
$25K +$28.3K +615 New
ADL
1519
Asset Dedication LLC
California
$24K
SCA
1520
Stuart Chaussee & Associates
California
$22K
PGAM
1521
Princeton Global Asset Management
New Jersey
$21K -$35.1K -762 -60%
CTB
1522
Country Trust Bank
Illinois
$21K
RIA
1523
RPG Investment Advisory
California
$20K
AIS
1524
Accurate Investment Solutions
Pennsylvania
$20K +$138 +3 +0.6%
HDIM
1525
Hanson & Doremus Investment Management
Vermont
$19K -$26.2K -570 -55%

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.