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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
DWM
1726
Destination Wealth Management
California
-$94K -1,986 Closed
BC
1727
Blackhill Capital
New Jersey
-$80K -1,700 Closed
RWA
1728
Redhawk Wealth Advisors
Minnesota
-$76K -1,611 Closed
WAM
1729
Wolverine Asset Management
Illinois
-$74K -1,568 Closed
PCMK
1730
Paragon Capital Management (Kansas)
Kansas
-$70K -1,488 Closed
MF
1731
Manchester Financial
California
-$67K -1,410 Closed
PH
1732
Pinnacle Holdings
Oklahoma
-$59.5K -1,257 Closed
PCP
1733
Proficio Capital Partners
Massachusetts
-$52K -1,093 Closed
TM
1734
Titan Managers
Arizona
-$44K -935 Closed
HCM
1735
HMS Capital Management
Tennessee
-$41K -857 Closed
RCG
1736
Ruggie Capital Group
Florida
-$35K -731 Closed
MWM
1737
Mascoma Wealth Management
New Hampshire
-$23K -484 Closed
NCM
1738
Next Capital Management
New York
-$21K -454 Closed
MSFP
1739
Mark Sheptoff Financial Planning
Connecticut
-$14K -300 Closed
EWA
1740
Evolution Wealth Advisors
Florida
-$12K -260 Closed
OAJ
1741
Ogorek Anthony Joseph
New York
-$11K -235 Closed
FA
1742
Fortis Advisors
Pennsylvania
-$9K -200 Closed
CFA
1743
Camarda Financial Advisors
Florida
-$5K -116 Closed
CQS
1744
Credential Qtrade Securities
-$5.11K -108 Closed
SHJ
1745
Sharkey, Howes & Javer
Colorado
-$5K -100 Closed
IWA
1746
IBEX Wealth Advisors
New Jersey
-$3K -75 Closed
MWC
1747
MKD Wealth Coaches
Michigan
-$2K -50 Closed
BPSG
1748
Brookfield Public Securities Group
New York
+$46 +1 New

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.