Altria Group
1,739 hedge funds and large institutions have $69.6B invested in Altria Group in 2019 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 653 increasing their positions, 720 reducing their positions, and 103 closing their positions.
66% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 103
16% more capital invested
Capital invested by funds: $59.8B → $69.6B (+$9.86B)
15% more funds holding in top 10
Funds holding in top 10: 33 → 38 (+5)
3% more funds holding
Funds holding: 1,692 → 1,739 (+47)
0.28% more ownership
Funds ownership: 64.34% → 64.62% (+0.28%)
9% less repeat investments, than reductions
Existing positions increased: 653 | Existing positions reduced: 720
29% less call options, than puts
Call options by funds: $687M | Put options by funds: $968M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$2.44B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.63B |
| 3 |
Invesco
Atlanta,
Georgia
|
+$268M |
| 4 |
State Street
Boston,
Massachusetts
|
+$134M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$684M |
| 2 |
Morgan Stanley
New York
|
-$480M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$384M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$314M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$300M |
MO Hedge Fund Activity: Q1 2019 in Review
1,739 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2019, worth a combined $69.6B — up 16% from $59.8B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new MO positions and 103 closed out — a net gain of 68 holders — while 653 added to existing stakes and 720 trimmed.
The largest buyer was Capital World Investors, adding an estimated $2.44B. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $684M.
- 1,739 institutional investors held Altria Group (MO) as of Q1 2019, up from 1,692 in Q4 2018.
- Funds reported $69.6B of Altria Group stock for Q1 2019, up 16% quarter-over-quarter.
- 171 funds opened new Altria Group positions in Q1 2019 and 103 closed out, a net change of +68 holders.
- The largest Altria Group buyer in Q1 2019 was Capital World Investors, an estimated $2.44B added.
- The largest Altria Group seller in Q1 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $684M sold.
Based on aggregated 13F filings for Q1 2019.