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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
EWF
1626
Epstein & White Financial
California
-$458K -10,307 Closed
TVAMP
1627
Tennessee Valley Asset Management Partners
Tennessee
-$480K -10,147 Closed
MA
1628
MANA Advisors
New York
-$480K -10,132 Closed
WT
1629
Washington Trust
Rhode Island
-$439K -9,272 Closed
LPT
1630
Legacy Private Trust
Wisconsin
-$385K -8,133 Closed
AFNAS
1631
American Financial Network Advisory Services
California
-$389K -8,125 Closed
CBFP
1632
Cedar Brook Financial Partners
Ohio
-$381K -8,038 Closed
MFW
1633
Mosaic Family Wealth
Missouri
-$374K -7,896 Closed
BCM
1634
BlueCrest Capital Management
Jersey
-$352K -7,650 Closed
PIP
1635
Peachtree Investment Partners
Florida
-$362K -7,638 Closed
WIS
1636
Wright Investors Service
Connecticut
-$353K -7,462 Closed
HI
1637
Horizon Investments
North Carolina
-$352K -7,428 Closed
BA
1638
Bristlecone Advisors
Washington
-$342K -7,213 Closed
NC
1639
Noked Capital
Israel
-$331K -7,000 Closed
NI
1640
Noked Israel
Israel
-$331K -7,000 Closed
CAW
1641
Cornerstone Advisors (Washington)
Washington
-$330K -6,960 Closed
BIA
1642
BHK Investment Advisors
Alabama
-$320K -6,762 Closed
OMC
1643
Old Mission Capital
Illinois
-$317K -6,693 Closed
CWM
1644
Circle Wealth Management
New Jersey
-$309K -6,524 Closed
GW
1645
GW & Wade
Massachusetts
-$307K -6,474 Closed
BBA
1646
Braun-Bostich & Associates
Pennsylvania
-$295K -6,237 Closed
WFPG
1647
Waller Financial Planning Group
Ohio
-$301K -6,106 Closed
IDA
1648
Intelligence Driven Advisers
California
-$287K -6,063 Closed
JT
1649
Jump Trading
Illinois
-$284K -5,989 Closed
WHG
1650
Westwood Holdings Group
Texas
-$281K -5,934 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.