We are live on ! Find out more
MO icon

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
VWM
1701
Venturi Wealth Management
Texas
-$209K -4,407 Closed
DWT
1702
Dorsey & Whitney Trust
South Dakota
-$210K -4,404 Closed
FNFDCM
1703
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$208K -4,400 Closed
BHB
1704
Bank Hapoalim BM
Israel
-$208K -4,397 Closed
MPI
1705
Mairs & Power Inc
Minnesota
-$208K -4,392 Closed
WCM
1706
Wallace Capital Management
Texas
-$208K -4,390 Closed
DWM
1707
Darwin Wealth Management
Florida
-$207K -4,373 Closed
EF
1708
Empirical Finance
Pennsylvania
-$205K -4,319 Closed
BWP
1709
BSW Wealth Partners
Colorado
-$204K -4,311 Closed
SDWMA
1710
Schneider Downs Wealth Management Advisors
Pennsylvania
-$204K -4,304 Closed
RGIA
1711
Rainier Group Investment Advisory
Washington
-$204K -4,303 Closed
AIP
1712
Ahrens Investment Partners
Louisiana
-$203K -4,288 Closed
GC
1713
Gilbert & Cook
Iowa
-$203K -4,282 Closed
YIA
1714
YHB Investment Advisors
Connecticut
-$202K -4,266 Closed
CAM
1715
Cubic Asset Management
Massachusetts
-$201K -4,255 Closed
CWM
1716
Confluence Wealth Management
Oregon
-$200K -4,234 Closed
BHTS
1717
Bar Harbor Trust Services
Maine
-$200K -4,230 Closed
BFO
1718
Biltmore Family Office
North Carolina
-$202K -4,193 Closed
CBOA
1719
Commonwealth Bank of Australia
Australia
-$195K -4,133 Closed
CWA
1720
Clarus Wealth Advisors
Arizona
-$188K -3,978 Closed
W
1721
Wealthquest
Ohio
-$209K -3,642 Closed
FMT
1722
First Mercantile Trust
Tennessee
-$154K -3,256 Closed
AIP
1723
Almanack Investment Partners
Pennsylvania
-$115K -2,390 Closed
RP
1724
Rowlandmiller & Partners
Georgia
-$113K -2,378 Closed
TFA
1725
Transamerica Financial Advisors
Florida
-$110K -2,314 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.