Altria Group
1,479 hedge funds and large institutions have $73.7B invested in Altria Group in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 585 increasing their positions, 560 reducing their positions, and 54 closing their positions.
91% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 54
20% more funds holding in top 10
Funds holding in top 10: 84 → 101 (+17)
12% more call options, than puts
Call options by funds: $449M | Put options by funds: $401M
6% more capital invested
Capital invested by funds: $69.8B → $73.7B (+$3.96B)
2% more funds holding
Funds holding: 1,446 → 1,479 (+33)
1.77% more ownership
Funds ownership: 60.72% → 62.49% (+1.8%)
4% more repeat investments, than reductions
Existing positions increased: 585 | Existing positions reduced: 560
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$1.77B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$345M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$194M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$176M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$342M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$136M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$90.5M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$83.9M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$76.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1526
Twin Tree Management
Dallas,
Texas
| – | -$137K | -2,267 | Closed |
|
|
PAIM
1527
Punch & Associates Investment Management
Edina,
Minnesota
| – | -$112K | -1,920 | Closed |
|
|
PH
1528
Pinnacle Holdings
Tulsa,
Oklahoma
| – | -$98.8K | -1,697 | Closed |
|
1529
Parallax Volatility Advisers
San Francisco,
California
| – | -$78.4K | -1,296 | Closed |
|
|
ACP
1530
Arcus Capital Partners
Atlanta,
Georgia
| – | -$67K | -1,156 | Closed |
|
|
CII
1531
Capital International Inc
Los Angeles,
California
| – | -$47K | -800 | Closed |
|
|
ACPU
1532
Arrowgrass Capital Partners (US)
Dover,
Delaware
| – | -$47.1K | -779 | Closed |
|
|
PFG
1533
Piershale Financial Group
Barrington,
Illinois
| – | -$4K | -66 | Closed |
|
|
BCFS
1534
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| – | -$3K | -59 | Closed |
|
MO Hedge Fund Activity: Q1 2016 in Review
1,479 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2016, worth a combined $73.7B — up 5.7% from $69.8B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new MO positions and 54 closed out — a net gain of 49 holders — while 585 added to existing stakes and 560 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $1.77B. The largest seller was Capital Research Global Investors, cutting an estimated $342M.
- 1,479 institutional investors held Altria Group (MO) as of Q1 2016, up from 1,446 in Q4 2015.
- Funds reported $73.7B of Altria Group stock for Q1 2016, up 5.7% quarter-over-quarter.
- 103 funds opened new Altria Group positions in Q1 2016 and 54 closed out, a net change of +49 holders.
- The largest Altria Group buyer in Q1 2016 was Royal London Asset Management, an estimated $1.77B added.
- The largest Altria Group seller in Q1 2016 was Capital Research Global Investors, an estimated $342M sold.
Based on aggregated 13F filings for Q1 2016.