We are live on ! Find out more
MO icon

Altria Group

1,570 hedge funds and large institutions have $47.9B invested in Altria Group in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 540 increasing their positions, 773 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.78% less ownership

Funds ownership: 63.43%62.65% (-0.78%)

6% less funds holding

Funds holding: 1,6741,570 (-104)

17% less capital invested

Capital invested by funds: $57.6B → $47.9B (-$9.71B)

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

23% less call options, than puts

Call options by funds: $564M | Put options by funds: $731M

30% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 773

53% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 177

Holders
1,570
Holders Change
-104
Holders Change %
-6.21%
% of All Funds
34.42%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.37%
New
84
Increased
540
Reduced
773
Closed
177
Calls
$564M
Puts
$731M
Net Calls
-$168M
Net Calls Change
+$71.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.06B +$45.5M +989,340 +0.7%
BlackRock
2
BlackRock
New York
$5.82B +$270M +5,871,896 +4%
State Street
3
State Street
Massachusetts
$3.29B +$223M +4,850,215 +7%
Capital World Investors
4
Capital World Investors
California
$2.73B -$368M -7,997,876 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.69B +$212M +4,611,347 +8%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.63B -$961M -20,887,225 -34%
Capital International Investors
7
Capital International Investors
California
$1.05B +$29.4M +639,569 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.03B +$32.8M +713,169 +3%
Bank of America
9
Bank of America
North Carolina
$919M -$94.4M -2,052,301 -8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$824M -$41.5M -902,176 -4%
Northern Trust
11
Northern Trust
Illinois
$808M -$98.6M -2,144,518 -10%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$796M +$33.2M +721,076 +4%
Charles Schwab
13
Charles Schwab
California
$608M +$18.8M +409,756 +3%
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$559M -$38.5M -837,280 -6%
JP Morgan Chase
15
JP Morgan Chase
New York
$452M -$77.5M -1,685,918 -13%
Legal & General Group
16
Legal & General Group
United Kingdom
$407M +$4.58M +99,584 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$394M -$16M -347,767 -3%
Ameriprise
18
Ameriprise
Minnesota
$368M +$14.1M +305,785 +4%
N
19
Nuveen
North Carolina
$350M -$6.15M -133,753 -2%
Morgan Stanley
20
Morgan Stanley
New York
$340M -$22.5M -488,079 -6%
Franklin Resources
21
Franklin Resources
California
$325M +$15.9M +346,258 +5%
Invesco
22
Invesco
Georgia
$323M -$390M -8,472,020 -52%
Goldman Sachs
23
Goldman Sachs
New York
$317M -$172M -3,745,578 -33%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$311M -$40.1M -870,947 -10%
Wells Fargo
25
Wells Fargo
California
$307M -$29.8M -647,808 -8%

MO Hedge Fund Activity: Q3 2019 in Review

1,570 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2019, worth a combined $47.9B — down 17% from $57.6B a quarter earlier.

Sellers outnumbered buyers: 177 funds closed out of MO and 84 opened new positions — a net loss of 93 holders — while 773 trimmed existing stakes and 540 added.

The largest buyer was BlackRock, adding an estimated $270M. The largest seller was Capital Research Global Investors, cutting an estimated $961M.

  • 1,570 institutional investors held Altria Group (MO) as of Q3 2019, down from 1,674 in Q2 2019.
  • Funds reported $47.9B of Altria Group stock for Q3 2019, down 17% quarter-over-quarter.
  • 84 funds opened new Altria Group positions in Q3 2019 and 177 closed out, a net change of -93 holders.
  • The largest Altria Group buyer in Q3 2019 was BlackRock, an estimated $270M added.
  • The largest Altria Group seller in Q3 2019 was Capital Research Global Investors, an estimated $961M sold.

Based on aggregated 13F filings for Q3 2019.