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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
PWP
1551
Personal Wealth Partners
Minnesota
$7K +$4.46K +97 +149%
WAS
1552
Winch Advisory Services
Wisconsin
$7K +$7.04K +153 +1,700%
ANBT
1553
American National Bank & Trust
Texas
$7K +$8.28K +180 New
RWML
1554
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.13K +$6.9K +150 New
FCH
1555
Freestone Capital Holdings
Washington
$5.34K -$1.15M -25,004 -16%
Parallax Volatility Advisers
1556
Parallax Volatility Advisers
California
$5K -$8.58M -186,522 -100%
AW
1557
Alpha Windward
Massachusetts
$4K
MWC
1558
MBM Wealth Consultants
Missouri
$4K
MFT
1559
Moisand Fitzgerald Tamayo
Florida
$4K
SQA
1560
Simon Quick Advisors
New Jersey
$4K +$4K +87 New
NC
1561
NewSquare Capital
Pennsylvania
$3K
FEG
1562
Financial Enhancement Group
Indiana
$2K
PW
1563
Price Wealth
Texas
$2K
BC
1564
Barnett & Company
Tennessee
$2K +$2.48K +54 New
CIR
1565
Clear Investment Research
Georgia
$1K
GC
1566
Globeflex Capital
California
$1K
LWM
1567
Lenox Wealth Management
Ohio
$1K
UB
1568
UMB Bank
Missouri
$580 -$69K -1,500 -10%
SWP
1569
Strategic Wealth Partners
Ohio
$204
ECM
1570
EII Capital Management
New York
$12 +$13.8K +300 New
AII
1571
AGF Investments Inc
Ontario, Canada
-$95.8M -2,022,464 Closed
RPI
1572
Railway Pension Investments
United Kingdom
-$31.4M -664,088 Closed
DA
1573
Duality Advisers
Florida
-$17.8M -375,560 Closed
VCM
1574
Voleon Capital Management
California
-$13.2M -278,000 Closed
PR
1575
Payden & Rygel
California
-$10.4M -220,284 Closed

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.