Altria Group
1,514 hedge funds and large institutions have $82.7B invested in Altria Group in 2016 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 573 increasing their positions, 614 reducing their positions, and 40 closing their positions.
125% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 40
12% more capital invested
Capital invested by funds: $73.7B → $82.7B (+$8.96B)
11% more funds holding in top 10
Funds holding in top 10: 101 → 112 (+11)
2% more funds holding
Funds holding: 1,479 → 1,514 (+35)
6% more call options, than puts
Call options by funds: $775M | Put options by funds: $729M
7% less repeat investments, than reductions
Existing positions increased: 573 | Existing positions reduced: 614
1.17% less ownership
Funds ownership: 62.49% → 61.32% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$216M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$172M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$110M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$1.88B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$435M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$334M |
| 4 |
LPL Financial
San Diego,
California
|
-$119M |
| 5 |
Bank of New York Mellon
New York
|
-$117M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1551
Westfield Capital Management
Boston,
Massachusetts
| – | -$207K | -3,300 | Closed |
|
|
TJHA
1552
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$39K | -615 | Closed |
|
|
MFT
1553
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$19K | -301 | Closed |
|
|
PHK
1554
Point72 Hong Kong
Hong Kong
| – | -$13K | -200 | Closed |
|
|
HCM
1555
Horrell Capital Management
Little Rock,
Arkansas
| – | -$11K | -169 | Closed |
|
MO Hedge Fund Activity: Q2 2016 in Review
1,514 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2016, worth a combined $82.7B — up 12% from $73.7B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new MO positions and 40 closed out — a net gain of 50 holders — while 573 added to existing stakes and 614 trimmed.
The largest buyer was Vanguard Group, adding an estimated $216M. The largest seller was Royal London Asset Management, cutting an estimated $1.88B.
- 1,514 institutional investors held Altria Group (MO) as of Q2 2016, up from 1,479 in Q1 2016.
- Funds reported $82.7B of Altria Group stock for Q2 2016, up 12% quarter-over-quarter.
- 90 funds opened new Altria Group positions in Q2 2016 and 40 closed out, a net change of +50 holders.
- The largest Altria Group buyer in Q2 2016 was Vanguard Group, an estimated $216M added.
- The largest Altria Group seller in Q2 2016 was Royal London Asset Management, an estimated $1.88B sold.
Based on aggregated 13F filings for Q2 2016.