Altria Group
1,692 hedge funds and large institutions have $59.8B invested in Altria Group in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 527 increasing their positions, 747 reducing their positions, and 163 closing their positions.
27% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 163
2% more funds holding
Funds holding: 1,664 → 1,692 (+28)
0.04% less ownership
Funds ownership: 64.38% → 64.34% (-0.04%)
8% less funds holding in top 10
Funds holding in top 10: 36 → 33 (-3)
19% less capital invested
Capital invested by funds: $73.5B → $59.8B (-$13.8B)
24% less call options, than puts
Call options by funds: $698M | Put options by funds: $917M
29% less repeat investments, than reductions
Existing positions increased: 527 | Existing positions reduced: 747
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$579M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$331M |
| 3 |
BlackRock
New York
|
+$262M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$235M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$365M |
| 2 |
JP Morgan Chase
New York
|
-$289M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$256M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$207M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$205M |
MO Hedge Fund Activity: Q4 2018 in Review
1,692 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2018, worth a combined $59.8B — down 19% from $73.5B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new MO positions and 163 closed out — a net gain of 44 holders — while 527 added to existing stakes and 747 trimmed.
The largest buyer was Capital World Investors, adding an estimated $579M. The largest seller was Capital Research Global Investors, cutting an estimated $365M.
- 1,692 institutional investors held Altria Group (MO) as of Q4 2018, up from 1,664 in Q3 2018.
- Funds reported $59.8B of Altria Group stock for Q4 2018, down 19% quarter-over-quarter.
- 207 funds opened new Altria Group positions in Q4 2018 and 163 closed out, a net change of +44 holders.
- The largest Altria Group buyer in Q4 2018 was Capital World Investors, an estimated $579M added.
- The largest Altria Group seller in Q4 2018 was Capital Research Global Investors, an estimated $365M sold.
Based on aggregated 13F filings for Q4 2018.