Altria Group
1,596 hedge funds and large institutions have $80.4B invested in Altria Group in 2016 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 548 increasing their positions, 635 reducing their positions, and 60 closing their positions.
228% more first-time investments, than exits
New positions opened: 197 | Existing positions closed: 60
19% more funds holding in top 10
Funds holding in top 10: 70 → 83 (+13)
8% more capital invested
Capital invested by funds: $74.6B → $80.4B (+$5.83B)
8% more funds holding
Funds holding: 1,481 → 1,596 (+115)
0.06% more ownership
Funds ownership: 60.87% → 60.93% (+0.06%)
14% less repeat investments, than reductions
Existing positions increased: 548 | Existing positions reduced: 635
21% less call options, than puts
Call options by funds: $727M | Put options by funds: $924M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
+$264M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$259M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$238M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$216M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$212M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$401M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$239M |
| 3 |
TAM
Troy Asset Management
London,
United Kingdom
|
-$226M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$202M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$201M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TG
1651
TLP Group
Evanston,
Illinois
| – | -$124K | -1,958 | Closed |
|
|
FPB
1652
First PREMIER Bank
Sioux Falls,
South Dakota
| – | -$95K | -1,500 | Closed |
|
|
CYG
1653
Clean Yield Group
Norwich,
Vermont
| – | -$80K | -1,264 | Closed |
|
|
IR
1654
Invictus RG
Hamilton,
Bermuda
| – | -$56K | -893 | Closed |
|
|
FMA
1655
FNY Managed Accounts
New York
| – | -$31.6K | -500 | Closed |
|
|
JSAM
1656
J. Safra Asset Management
New York
| – | -$30K | -482 | Closed |
|
|
AFA
1657
Abacus FCF Advisors
Orlando,
Florida
| – | -$25K | -308 | Closed |
|
1658
Group One Trading
Chicago,
Illinois
| – | -$15K | -233 | Closed |
|
MO Hedge Fund Activity: Q4 2016 in Review
1,596 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2016, worth a combined $80.4B — up 7.8% from $74.6B a quarter earlier.
Buyers outnumbered sellers: 197 funds opened new MO positions and 60 closed out — a net gain of 137 holders — while 548 added to existing stakes and 635 trimmed.
The largest buyer was Senator Investment Group, opening a new position worth an estimated $264M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $401M sold.
- 1,596 institutional investors held Altria Group (MO) as of Q4 2016, up from 1,481 in Q3 2016.
- Funds reported $80.4B of Altria Group stock for Q4 2016, up 7.8% quarter-over-quarter.
- 197 funds opened new Altria Group positions in Q4 2016 and 60 closed out, a net change of +137 holders.
- The largest Altria Group buyer in Q4 2016 was Senator Investment Group, an estimated $264M added.
- The largest Altria Group seller in Q4 2016 was Arrowstreet Capital, an estimated $401M sold.
Based on aggregated 13F filings for Q4 2016.