We are live on ! Find out more
MO icon

Altria Group
MO

1,621 hedge funds and large institutions have $85.4B invested in Altria Group in 2017 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 573 increasing their positions, 715 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

14% more funds holding in top 10

Funds holding in top 10: 83 → 95 (+12)

6% more capital invested

Capital invested by funds: $80.4B → $85.4B (+$4.95B)

2% more funds holding

Funds holding: 1,596 → 1,621 (+25)

0.66% more ownership

Funds ownership: 60.93% → 61.59% (+0.66%)

20% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 715

29% less call options, than puts

Call options by funds: $470M | Put options by funds: $660M

Holders
1,621
Holders Change
+25
Holders Change %
+1.57%
% of All Funds
40.34%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
2.36%
New
106
Increased
573
Reduced
715
Closed
65
Calls
$470M
Puts
$660M
Net Calls
-$190M
Net Calls Change
+$7.65M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.33B
2
Capital World Investors
Capital World Investors
California
+$929M
3
Bank of America
Bank of America
North Carolina
+$652M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$464M
5
Morgan Stanley
Morgan Stanley
New York
+$343M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$621M
2
SIG
Senator Investment Group
New York
-$277M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$200M
4
VAM
Vontobel Asset Management
New York
-$147M
5
APG Asset Management
APG Asset Management
Netherlands
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1626
Suvretta Capital Management
New York
– -$41.2M -608,600 Closed
MCM
1627
Mason Capital Management
New York
– -$41M -607,000 Closed
MFM
1628
Marianas Fund Management
New York
– -$18.2M -269,200 Closed
AC
1629
Ascend Capital
California
– -$16.1M -238,345 Closed
IG
1630
ING Group
Netherlands
– -$15M -220,470 Closed
BPM
1631
Bowling Portfolio Management
Ohio
– -$6.33M -93,663 Closed
WMSA
1632
Weiss Multi-Strategy Advisers
New York
– -$5.46M -80,745 Closed
SI
1633
Sentry Investments
Ontario, Canada
– -$4.73M -70,000 Closed
IAA
1634
Ironsides Asset Advisors
North Carolina
– -$3.54M -52,300 Closed
MSV
1635
MN Services Vermogensbeheer
Netherlands
– -$3.25M -50,613 Closed
ARTA
1636
A.R.T. Advisors
New York
– -$3.27M -48,307 Closed
PCM
1637
Palouse Capital Management
Washington
– -$2.96M -43,849 Closed
CA
1638
Cornerstone Advisors
North Carolina
– -$2.37M -35,000 Closed
TH
1639
Timber Hill
Connecticut
– -$2.51M -34,692 Closed
IA
1640
Icon Advisers
Colorado
– -$2.2M -32,500 Closed
PE
1641
Point72 Europe
United Kingdom
– -$2.03M -30,000 Closed
Fuller & Thaler Asset Management
1642
Fuller & Thaler Asset Management
California
– -$1.94M -28,700 Closed
OCAM
1643
Onex Canada Asset Management
Ontario, Canada
– -$1.75M -25,834 Closed
Marshall Wace
1644
Marshall Wace
United Kingdom
– -$1.7M -25,102 Closed
Hudson Bay Capital Management
1645
Hudson Bay Capital Management
Connecticut
– -$1.53M -22,652 Closed
WIC
1646
Water Island Capital
New York
– -$1.39M -20,540 Closed
CIM
1647
CIM Investment Management
Pennsylvania
– -$1.3M -19,191 Closed
MG
1648
Meritage Group
California
– -$1.2M -17,671 Closed
HS
1649
HighVista Strategies
Massachusetts
– -$1.09M -16,100 Closed
PCM
1650
Prelude Capital Management
New York
– -$880K -13,017 Closed
64 65
66
67 68

MO Hedge Fund Activity: Q1 2017 in Review

1,621 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2017, worth a combined $85.4B — up 6.2% from $80.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MO positions and 65 closed out — a net gain of 41 holders — while 573 added to existing stakes and 715 trimmed.

The largest buyer was BlackRock, adding an estimated $8.33B. The largest seller was T. Rowe Price Associates, cutting an estimated $621M.

  • 1,621 institutional investors held Altria Group (MO) as of Q1 2017, up from 1,596 in Q4 2016.
  • Funds reported $85.4B of Altria Group stock for Q1 2017, up 6.2% quarter-over-quarter.
  • 106 funds opened new Altria Group positions in Q1 2017 and 65 closed out, a net change of +41 holders.
  • The largest Altria Group buyer in Q1 2017 was BlackRock, an estimated $8.33B added.
  • The largest Altria Group seller in Q1 2017 was T. Rowe Price Associates, an estimated $621M sold.

Based on aggregated 13F filings for Q1 2017.