Altria Group
1,516 hedge funds and large institutions have $82.6B invested in Altria Group in 2016 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 574 increasing their positions, 615 reducing their positions, and 41 closing their positions.
120% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 41
11% more funds holding in top 10
Funds holding in top 10: 101 → 112 (+11)
10% more capital invested
Capital invested by funds: $74.8B → $82.6B (+$7.83B)
2% more funds holding
Funds holding: 1,482 → 1,516 (+34)
7% more call options, than puts
Call options by funds: $778M | Put options by funds: $729M
0.28% more ownership
Funds ownership: 60.98% → 61.26% (+0.28%)
7% less repeat investments, than reductions
Existing positions increased: 574 | Existing positions reduced: 615
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$216M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$172M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$110M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$435M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$334M |
| 3 |
LPL Financial
San Diego,
California
|
-$119M |
| 4 |
Bank of New York Mellon
New York
|
-$117M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$115M |
MO Hedge Fund Activity: Q2 2016 in Review
1,516 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2016, worth a combined $82.6B — up 10% from $74.8B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new MO positions and 41 closed out — a net gain of 49 holders — while 574 added to existing stakes and 615 trimmed.
The largest buyer was Vanguard Group, adding an estimated $216M. The largest seller was Bank of America, cutting an estimated $435M.
- 1,516 institutional investors held Altria Group (MO) as of Q2 2016, up from 1,482 in Q1 2016.
- Funds reported $82.6B of Altria Group stock for Q2 2016, up 10% quarter-over-quarter.
- 90 funds opened new Altria Group positions in Q2 2016 and 41 closed out, a net change of +49 holders.
- The largest Altria Group buyer in Q2 2016 was Vanguard Group, an estimated $216M added.
- The largest Altria Group seller in Q2 2016 was Bank of America, an estimated $435M sold.
Based on aggregated 13F filings for Q2 2016.