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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
MIM
1526
Macroview Investment Management
Maryland
$19K
BL
1527
Balentine LLC
Georgia
$18K -$19.1K -415 -48%
BRC
1528
Bell Rock Capital
Delaware
$18K -$9.29K -202 -31%
CYG
1529
Clean Yield Group
Vermont
$18K
PK
1530
Pflug Koory
Nebraska
$18K
LFG
1531
Larson Financial Group
Missouri
$18K +$10.6K +231 +108%
GT
1532
Glenmede Trust
Pennsylvania
$17.2K -$50K -1,087 -0.3%
TCM
1533
TD Capital Management
Tennessee
$17K -$2.58K -56 -12%
EWM
1534
Edge Wealth Management
New York
$17K
JFA
1535
JNBA Financial Advisors
Minnesota
$16K -$2.07K -45 -11%
NL
1536
NVWM LLC
Pennsylvania
$14K
CA
1537
Crewe Advisors
Utah
$12K -$50.6K -1,100 -79%
SWM
1538
Selective Wealth Management
Virginia
$12K +$13.8K +300 New
LWS
1539
Lucia Wealth Services
California
$11K -$23K -500 -65%
FGAM
1540
Financial Gravity Asset Management
Texas
$11K -$13.8K -299 -54%
GKIM
1541
GW&K Investment Management
Massachusetts
$11K +$12K +260 New
FRA
1542
Front Row Advisors
California
$9K -$46K -1,000 -81%
PCM
1543
Princeton Capital Management
New Jersey
$8K -$27.6K -600 -75%
IFA
1544
Interactive Financial Advisors
Illinois
$8K -$23K -500 -71%
JPLA
1545
Joseph P. Lucia & Associates
New York
$8K -$9.2K -200 -50%
LWA
1546
Lowe Wealth Advisors
Maryland
$8K -$2.3K -50 -20%
JWBC
1547
John W. Bristol & Co
New York
$8K
RWG
1548
Regal Wealth Group
California
$8K
FPB
1549
First PREMIER Bank
South Dakota
$8K +$9.2K +200 New
HCM
1550
Horrell Capital Management
Arkansas
$7K

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.