Altria Group
1,375 hedge funds and large institutions have $59.1B invested in Altria Group in 2015 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 486 increasing their positions, 587 reducing their positions, and 56 closing their positions.
100% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 56
21% more funds holding in top 10
Funds holding in top 10: 56 → 68 (+12)
16% more call options, than puts
Call options by funds: $459M | Put options by funds: $395M
3% more funds holding
Funds holding: 1,336 → 1,375 (+39)
2% more capital invested
Capital invested by funds: $57.9B → $59.1B (+$1.13B)
0.49% more ownership
Funds ownership: 59.43% → 59.92% (+0.49%)
17% less repeat investments, than reductions
Existing positions increased: 486 | Existing positions reduced: 587
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$245M |
| 2 |
TAM
Troy Asset Management
London,
United Kingdom
|
+$198M |
| 3 |
Millennium Management
New York
|
+$195M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$186M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.37B |
| 2 |
State Street
Boston,
Massachusetts
|
-$273M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$152M |
| 4 |
Bank of New York Mellon
New York
|
-$148M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$105M |
MO Hedge Fund Activity: Q1 2015 in Review
1,375 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2015, worth a combined $59.1B — up 2% from $57.9B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new MO positions and 56 closed out — a net gain of 56 holders — while 486 added to existing stakes and 587 trimmed.
The largest buyer was Bank of America, adding an estimated $245M. The largest seller was Capital Research Global Investors, cutting an estimated $1.37B.
- 1,375 institutional investors held Altria Group (MO) as of Q1 2015, up from 1,336 in Q4 2014.
- Funds reported $59.1B of Altria Group stock for Q1 2015, up 2% quarter-over-quarter.
- 112 funds opened new Altria Group positions in Q1 2015 and 56 closed out, a net change of +56 holders.
- The largest Altria Group buyer in Q1 2015 was Bank of America, an estimated $245M added.
- The largest Altria Group seller in Q1 2015 was Capital Research Global Investors, an estimated $1.37B sold.
Based on aggregated 13F filings for Q1 2015.