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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
AFG
1676
Albion Financial Group
Utah
-$232K -4,901 Closed
PCM
1677
Parsons Capital Management
Rhode Island
-$231K -4,888 Closed
WAM
1678
Weatherly Asset Management
California
-$231K -4,886 Closed
WIC
1679
Woodmont Investment Counsel
Tennessee
-$229K -4,835 Closed
MFG
1680
Merit Financial Group
Georgia
-$228K -4,825 Closed
ABTD
1681
Arvest Bank Trust Division
Oklahoma
-$227K -4,800 Closed
KB
1682
Kimelman & Baird
New York
-$225K -4,759 Closed
WIA
1683
World Investment Advisors
California
-$227K -4,748 Closed
BIM
1684
Barton Investment Management
Pennsylvania
-$224K -4,740 Closed
TCOT
1685
Trust Company of Toledo
Ohio
-$223K -4,719 Closed
AIM
1686
Artemis Investment Management
United Kingdom
-$223K -4,700 Closed
AFC
1687
AFT Forsyth & Company
Florida
-$222K -4,693 Closed
FWSM
1688
First Wilshire Securities Management
California
-$220K -4,643 Closed
CA
1689
Corrado Advisors
New Jersey
-$219K -4,623 Closed
SCM
1690
SOL Capital Management
Maryland
-$218K -4,604 Closed
DAM
1691
Diamant Asset Management
Connecticut
-$217K -4,586 Closed
AP
1692
Appleton Partners
Massachusetts
-$216K -4,568 Closed
CMI
1693
Clare Market Investments
Texas
-$215K -4,550 Closed
QCM
1694
Quest Capital Management
Texas
-$212K -4,486 Closed
ATFA
1695
All Terrain Financial Advisors
Minnesota
-$211K -4,451 Closed
DDC
1696
DF Dent & Co
Maryland
-$211K -4,450 Closed
CC
1697
Courier Capital
New York
-$210K -4,442 Closed
BAM
1698
Boyar Asset Management
New York
-$210K -4,435 Closed
RWM
1699
Rench Wealth Management
Texas
-$210K -4,431 Closed
PGWM
1700
Parisi Gray Wealth Management
New Jersey
-$209K -4,421 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.