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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
MWPCG
1651
Measured Wealth Private Client Group
New Hampshire
-$279K -5,886 Closed
BCM
1652
BBT Capital Management
Texas
-$276K -5,835 Closed
GGI
1653
Godsey & Gibb Inc
Virginia
-$271K -5,715 Closed
AWM
1654
Aries Wealth Management
Maine
-$268K -5,500 Closed
RBFC
1655
Roman Butler Fullerton & Co
Missouri
-$260K -5,494 Closed
BWM
1656
BT Wealth Management
Georgia
-$253K -5,465 Closed
JCM
1657
Janney Capital Management
Pennsylvania
-$258K -5,457 Closed
PFA
1658
Pure Financial Advisors
California
-$254K -5,368 Closed
TA
1659
TFG Advisers
Michigan
-$253K -5,356 Closed
CSM
1660
CAMG Solamere Management
North Carolina
-$253K -5,335 Closed
SSWM
1661
Sheets Smith Wealth Management
North Carolina
-$252K -5,313 Closed
PV
1662
Private Vista
Illinois
-$250K -5,287 Closed
GCC
1663
Guardian Capital (Canada)
Ontario, Canada
-$250K -5,274 Closed
SAM
1664
SignalPoint Asset Management
Missouri
-$248K -5,238 Closed
SBWIC
1665
Schaper Benz & Wise Investment Counsel
Wisconsin
-$247K -5,218 Closed
OCG
1666
Opus Capital Group
Ohio
-$246K -5,187 Closed
I
1667
INVST
Indiana
-$246K -5,167 Closed
AG
1668
Algert Global
California
-$244K -5,161 Closed
CB
1669
Cadence Bank
Mississippi
-$243K -5,124 Closed
CAM
1670
Carret Asset Management
New York
-$242K -5,117 Closed
PTC
1671
Petrus Trust Company
Texas
-$238K -5,031 Closed
9WM
1672
9258 Wealth Management
Ohio
-$238K -5,028 Closed
BBL
1673
Beck Bode LLC
Massachusetts
-$236K -4,990 Closed
EWM
1674
Executive Wealth Management
Michigan
-$235K -4,965 Closed
FBC
1675
Fairfield, Bush & Co
Connecticut
-$232K -4,906 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.