Altria Group
1,602 hedge funds and large institutions have $88.4B invested in Altria Group in 2017 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 590 increasing their positions, 681 reducing their positions, and 79 closing their positions.
4% more capital invested
Capital invested by funds: $85.4B → $88.4B (+$2.99B)
0.25% less ownership
Funds ownership: 61.59% → 61.34% (-0.25%)
1% less first-time investments, than exits
New positions opened: 78 | Existing positions closed: 79
1% less funds holding
Funds holding: 1,621 → 1,602 (-19)
8% less funds holding in top 10
Funds holding in top 10: 95 → 87 (-8)
13% less repeat investments, than reductions
Existing positions increased: 590 | Existing positions reduced: 681
46% less call options, than puts
Call options by funds: $447M | Put options by funds: $827M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$1.44B |
| 2 |
BlackRock
New York
|
+$656M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$652M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$206M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$819M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$406M |
| 3 |
Morgan Stanley
New York
|
-$388M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$150M |
| 5 |
Bank of New York Mellon
New York
|
-$126M |
MO Hedge Fund Activity: Q2 2017 in Review
1,602 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2017, worth a combined $88.4B — up 3.5% from $85.4B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of MO and 78 opened new positions — a net loss of 1 holder — while 681 trimmed existing stakes and 590 added.
The largest buyer was Janus Henderson Group, adding an estimated $1.44B. The largest seller was Capital Research Global Investors, cutting an estimated $819M.
- 1,602 institutional investors held Altria Group (MO) as of Q2 2017, down from 1,621 in Q1 2017.
- Funds reported $88.4B of Altria Group stock for Q2 2017, up 3.5% quarter-over-quarter.
- 78 funds opened new Altria Group positions in Q2 2017 and 79 closed out, a net change of -1 holder.
- The largest Altria Group buyer in Q2 2017 was Janus Henderson Group, an estimated $1.44B added.
- The largest Altria Group seller in Q2 2017 was Capital Research Global Investors, an estimated $819M sold.
Based on aggregated 13F filings for Q2 2017.