Altria Group
1,743 hedge funds and large institutions have $85.1B invested in Altria Group in 2017 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 566 increasing their positions, 674 reducing their positions, and 73 closing their positions.
273% more first-time investments, than exits
New positions opened: 272 | Existing positions closed: 73
26% more funds holding in top 10
Funds holding in top 10: 53 → 67 (+14)
12% more capital invested
Capital invested by funds: $76B → $85.1B (+$9.16B)
12% more funds holding
Funds holding: 1,561 → 1,743 (+182)
0.14% more ownership
Funds ownership: 62.36% → 62.5% (+0.14%)
16% less repeat investments, than reductions
Existing positions increased: 566 | Existing positions reduced: 674
35% less call options, than puts
Call options by funds: $697M | Put options by funds: $1.08B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$628M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$609M |
| 3 |
SIG
Senator Investment Group
New York
|
+$268M |
| 4 |
UIM
USS Investment Management
London,
United Kingdom
|
+$253M |
| 5 |
T
Thomaspartners
Boston,
Massachusetts
|
+$191M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.15B |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$247M |
| 3 |
Two Sigma Advisers
New York
|
-$234M |
| 4 |
State Street
Boston,
Massachusetts
|
-$230M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$226M |
MO Hedge Fund Activity: Q4 2017 in Review
1,743 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2017, worth a combined $85.1B — up 12% from $76B a quarter earlier.
Buyers outnumbered sellers: 272 funds opened new MO positions and 73 closed out — a net gain of 199 holders — while 566 added to existing stakes and 674 trimmed.
The largest buyer was Capital World Investors, adding an estimated $628M. The largest seller was Bank of America, cutting an estimated $1.15B.
- 1,743 institutional investors held Altria Group (MO) as of Q4 2017, up from 1,561 in Q3 2017.
- Funds reported $85.1B of Altria Group stock for Q4 2017, up 12% quarter-over-quarter.
- 272 funds opened new Altria Group positions in Q4 2017 and 73 closed out, a net change of +199 holders.
- The largest Altria Group buyer in Q4 2017 was Capital World Investors, an estimated $628M added.
- The largest Altria Group seller in Q4 2017 was Bank of America, an estimated $1.15B sold.
Based on aggregated 13F filings for Q4 2017.