Altria Group
1,358 hedge funds and large institutions have $57.2B invested in Altria Group in 2015 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 509 increasing their positions, 518 reducing their positions, and 87 closing their positions.
30% more call options, than puts
Call options by funds: $471M | Put options by funds: $363M
0.26% less ownership
Funds ownership: 59.92% → 59.66% (-0.26%)
2% less repeat investments, than reductions
Existing positions increased: 509 | Existing positions reduced: 518
3% less capital invested
Capital invested by funds: $58.8B → $57.2B (-$1.64B)
3% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 87
1% less funds holding
Funds holding: 1,374 → 1,358 (-16)
18% less funds holding in top 10
Funds holding in top 10: 67 → 55 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$165M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$148M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$109M |
| 4 |
VAM
Vontobel Asset Management
New York
|
+$85.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$81.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$610M |
| 2 |
State Street
Boston,
Massachusetts
|
-$191M |
| 3 |
Millennium Management
New York
|
-$174M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$100M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
-$86.8M |
MO Hedge Fund Activity: Q2 2015 in Review
1,358 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2015, worth a combined $57.2B — down 2.8% from $58.8B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of MO and 84 opened new positions — a net loss of 3 holders — while 518 trimmed existing stakes and 509 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $165M. The largest seller was Capital Research Global Investors, cutting an estimated $610M.
- 1,358 institutional investors held Altria Group (MO) as of Q2 2015, down from 1,374 in Q1 2015.
- Funds reported $57.2B of Altria Group stock for Q2 2015, down 2.8% quarter-over-quarter.
- 84 funds opened new Altria Group positions in Q2 2015 and 87 closed out, a net change of -3 holders.
- The largest Altria Group buyer in Q2 2015 was T. Rowe Price Associates, an estimated $165M added.
- The largest Altria Group seller in Q2 2015 was Capital Research Global Investors, an estimated $610M sold.
Based on aggregated 13F filings for Q2 2015.