Altria Group
1,759 hedge funds and large institutions have $58.9B invested in Altria Group in 2019 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 507 increasing their positions, 776 reducing their positions, and 79 closing their positions.
262% more first-time investments, than exits
New positions opened: 286 | Existing positions closed: 79
71% more funds holding in top 10
Funds holding in top 10: 17 → 29 (+12)
23% more capital invested
Capital invested by funds: $47.9B → $58.9B (+$11B)
12% more funds holding
Funds holding: 1,570 → 1,759 (+189)
0.37% more ownership
Funds ownership: 62.65% → 63.01% (+0.37%)
35% less repeat investments, than reductions
Existing positions increased: 507 | Existing positions reduced: 776
35% less call options, than puts
Call options by funds: $566M | Put options by funds: $873M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$639M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$377M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$167M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$147M |
| 5 |
SCM
Suvretta Capital Management
New York
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$301M |
| 2 |
Renaissance Technologies
New York
|
-$288M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$207M |
| 4 |
Two Sigma Investments
New York
|
-$169M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$168M |
MO Hedge Fund Activity: Q4 2019 in Review
1,759 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2019, worth a combined $58.9B — up 23% from $47.9B a quarter earlier.
Buyers outnumbered sellers: 286 funds opened new MO positions and 79 closed out — a net gain of 207 holders — while 507 added to existing stakes and 776 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $639M. The largest seller was Capital Research Global Investors, cutting an estimated $301M.
- 1,759 institutional investors held Altria Group (MO) as of Q4 2019, up from 1,570 in Q3 2019.
- Funds reported $58.9B of Altria Group stock for Q4 2019, up 23% quarter-over-quarter.
- 286 funds opened new Altria Group positions in Q4 2019 and 79 closed out, a net change of +207 holders.
- The largest Altria Group buyer in Q4 2019 was Fidelity Investments, an estimated $639M added.
- The largest Altria Group seller in Q4 2019 was Capital Research Global Investors, an estimated $301M sold.
Based on aggregated 13F filings for Q4 2019.