Altria Group
1,448 hedge funds and large institutions have $69.3B invested in Altria Group in 2015 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 542 increasing their positions, 552 reducing their positions, and 70 closing their positions.
93% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 70
27% more call options, than puts
Call options by funds: $582M | Put options by funds: $459M
7% more capital invested
Capital invested by funds: $64.7B → $69.3B (+$4.57B)
3% more funds holding
Funds holding: 1,402 → 1,448 (+46)
0.04% less ownership
Funds ownership: 60.72% → 60.68% (-0.04%)
2% less repeat investments, than reductions
Existing positions increased: 542 | Existing positions reduced: 552
1% less funds holding in top 10
Funds holding in top 10: 85 → 84 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$250M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$203M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$176M |
| 4 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$159M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$595M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$126M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$84.1M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$83.2M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$72.8M |
MO Hedge Fund Activity: Q4 2015 in Review
1,448 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2015, worth a combined $69.3B — up 7.1% from $64.7B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new MO positions and 70 closed out — a net gain of 65 holders — while 542 added to existing stakes and 552 trimmed.
The largest buyer was Bank of America, adding an estimated $250M. The largest seller was Capital Research Global Investors, cutting an estimated $595M.
- 1,448 institutional investors held Altria Group (MO) as of Q4 2015, up from 1,402 in Q3 2015.
- Funds reported $69.3B of Altria Group stock for Q4 2015, up 7.1% quarter-over-quarter.
- 135 funds opened new Altria Group positions in Q4 2015 and 70 closed out, a net change of +65 holders.
- The largest Altria Group buyer in Q4 2015 was Bank of America, an estimated $250M added.
- The largest Altria Group seller in Q4 2015 was Capital Research Global Investors, an estimated $595M sold.
Based on aggregated 13F filings for Q4 2015.