Altria Group
1,230 hedge funds and large institutions have $55B invested in Altria Group in 2014 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 453 increasing their positions, 498 reducing their positions, and 42 closing their positions.
90% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 42
22% more funds holding in top 10
Funds holding in top 10: 41 → 50 (+9)
11% more capital invested
Capital invested by funds: $49.7B → $55B (+$5.27B)
2% more funds holding
Funds holding: 1,201 → 1,230 (+29)
6% more call options, than puts
Call options by funds: $508M | Put options by funds: $478M
0.48% more ownership
Funds ownership: 59.62% → 60.09% (+0.48%)
9% less repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 498
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$132M |
| 2 |
JP Morgan Chase
New York
|
+$109M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$93.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$89M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$84.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$195M |
| 2 |
Goldman Sachs
New York
|
-$68.1M |
| 3 |
SG Americas Securities
New York
|
-$43.2M |
| 4 |
Bank of New York Mellon
New York
|
-$42.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$42.6M |
MO Hedge Fund Activity: Q3 2014 in Review
1,230 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2014, worth a combined $55B — up 11% from $49.7B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new MO positions and 42 closed out — a net gain of 38 holders — while 453 added to existing stakes and 498 trimmed.
The largest buyer was Eaton Vance Management, adding an estimated $132M. The largest seller was Fidelity Investments, cutting an estimated $195M.
- 1,230 institutional investors held Altria Group (MO) as of Q3 2014, up from 1,201 in Q2 2014.
- Funds reported $55B of Altria Group stock for Q3 2014, up 11% quarter-over-quarter.
- 80 funds opened new Altria Group positions in Q3 2014 and 42 closed out, a net change of +38 holders.
- The largest Altria Group buyer in Q3 2014 was Eaton Vance Management, an estimated $132M added.
- The largest Altria Group seller in Q3 2014 was Fidelity Investments, an estimated $195M sold.
Based on aggregated 13F filings for Q3 2014.