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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
WorldQuant Millennium Advisors
151
WorldQuant Millennium Advisors
New York
$26.4M +$14.2M +309,340 +92%
USAA
152
United Services Automobile Association
Texas
$26.3M -$65.5M -1,423,944 -69%
AG
153
Advisor Group
Arizona
$26.1M -$115K -2,504 -0.4%
RG
154
Rathbones Group
United Kingdom
$25.5M -$67.6K -1,470 -0.2%
Aviva
155
Aviva
United Kingdom
$24.8M -$8.92M -193,892 -24%
BTS
156
BB&T Securities
Virginia
$24.7M -$4.18M -90,814 -13%
Primecap Management
157
Primecap Management
California
$24.4M -$166K -3,600 -0.6%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$23.8M +$9.86M +214,435 +58%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$23.7M -$737K -16,015 -3%
Robeco Institutional Asset Management
160
Robeco Institutional Asset Management
Netherlands
$22.6M -$9.3M -202,220 -27%
CWM
161
CIBC World Markets
New York
$21.9M -$69.6M -1,513,489 -74%
Skandinaviska Enskilda Banken (SEB)
162
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.4M +$8.83M +192,000 +58%
Comerica Bank
163
Comerica Bank
Texas
$21.1M -$736K -16,010 -3%
MIM
164
MetLife Investment Management
New Jersey
$20.8M -$337K -7,321 -1%
ELI
165
Empire Life Investments
Ontario, Canada
$20.8M +$17.9M +388,415 +324%
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$20.6M -$1.19M -25,819 -5%
Creative Planning
167
Creative Planning
Kansas
$20M -$398K -8,646 -2%
GC
168
Guggenheim Capital
Illinois
$19.9M -$358K -7,785 -2%
FP
169
Foundry Partners
Minnesota
$19.8M +$22.3M +484,800 New
MSE
170
MUFG Securities EMEA
United Kingdom
$19.7M +$18.1M +392,863 +442%
Los Angeles Capital Management
171
Los Angeles Capital Management
California
$19.4M +$11M +238,200 +101%
HTC
172
Haverford Trust Company
Pennsylvania
$19.2M -$216K -4,691 -1%
First Manhattan
173
First Manhattan
New York
$18.6M -$345K -7,506 -2%
AAM
174
Advisors Asset Management
Colorado
$18.5M -$860K -18,707 -4%
Calamos Advisors
175
Calamos Advisors
Illinois
$18.5M +$1.34M +29,084 +7%

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.