Altria Group
1,648 hedge funds and large institutions have $68B invested in Altria Group in 2018 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 589 increasing their positions, 742 reducing their positions, and 101 closing their positions.
0.37% more ownership
Funds ownership: 62.88% → 63.25% (+0.37%)
9% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 101
2% less funds holding
Funds holding: 1,676 → 1,648 (-28)
10% less capital invested
Capital invested by funds: $75.1B → $68B (-$7.14B)
21% less repeat investments, than reductions
Existing positions increased: 589 | Existing positions reduced: 742
21% less funds holding in top 10
Funds holding in top 10: 43 → 34 (-9)
48% less call options, than puts
Call options by funds: $479M | Put options by funds: $912M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.21B |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$454M |
| 3 |
Morgan Stanley
New York
|
+$315M |
| 4 |
JP Morgan Chase
New York
|
+$274M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$266M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.61B |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$282M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$125M |
| 4 |
Barclays
London,
United Kingdom
|
-$120M |
| 5 |
VAM
Vontobel Asset Management
New York
|
-$106M |
MO Hedge Fund Activity: Q2 2018 in Review
1,648 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2018, worth a combined $68B — down 9.5% from $75.1B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of MO and 92 opened new positions — a net loss of 9 holders — while 742 trimmed existing stakes and 589 added.
The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Capital World Investors, cutting an estimated $1.61B.
- 1,648 institutional investors held Altria Group (MO) as of Q2 2018, down from 1,676 in Q1 2018.
- Funds reported $68B of Altria Group stock for Q2 2018, down 9.5% quarter-over-quarter.
- 92 funds opened new Altria Group positions in Q2 2018 and 101 closed out, a net change of -9 holders.
- The largest Altria Group buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.21B added.
- The largest Altria Group seller in Q2 2018 was Capital World Investors, an estimated $1.61B sold.
Based on aggregated 13F filings for Q2 2018.