Dmitry Balyasny’s British American Tobacco BTI Stock Holding History

Dmitry Balyasny’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.85M	Sell	46,074 -20,966	-31%	-$1.27M	﹤0.01%	1650
2026 Q1	$3.92M	Sell	67,040 -1,448,956	-96%	-$85.7M	0.01%	1472
2025 Q4	$85.8M	Buy	1,515,996 +759,460	+100%	+$41.4M	0.11%	210
2025 Q3	$40.2M	Buy	756,536 +619,846	+453%	+$33.6M	0.05%	435
2025 Q2	$6.47M	Buy	136,690 +16,648	+14%	+$737K	0.01%	1171
2025 Q1	$4.97M	Sell	120,042 -583,079	-83%	-$22.9M	0.01%	1245
2024 Q4	$25.5M	Buy	703,121 +184,867	+36%	+$6.68M	0.04%	555
2024 Q3	$19M	Buy	+518,254	New	+$18.5M	0.03%	657
2024 Q2	–	Sell	-51,938	Closed	-$1.58M	–	2607
2024 Q1	$1.58M	Buy	+51,938	New	+$1.56M	﹤0.01%	1625
2023 Q3	–	Sell	-49,951	Closed	-$1.66M	–	2281
2023 Q2	$1.66M	Sell	49,951 -31,832	-39%	-$1.09M	﹤0.01%	1437
2023 Q1	$2.87M	Buy	+81,783	New	+$3.08M	0.01%	1317
2022 Q4	–	Sell	-6,487	Closed	-$230K	–	2802
2022 Q3	$230K	Buy	+6,487	New	+$260K	﹤0.01%	2275
2021 Q2	–	Sell	-7,493	Closed	-$290K	–	1980
2021 Q1	$290K	Buy	+7,493	New	+$282K	﹤0.01%	1508
2019 Q2	–	Sell	-158,788	Closed	-$6.63M	–	1484
2019 Q1	$6.63M	Buy	+158,788	New	+$5.78M	0.04%	504
2018 Q4	–	Sell	-9,233	Closed	-$431K	–	1421
2018 Q3	$431K	Buy	+9,233	New	+$469K	﹤0.01%	1419
2018 Q2	–	Sell	-34,790	Closed	-$2.01M	–	1792
2018 Q1	$2.01M	Sell	34,790 -9,431	-21%	-$593K	0.01%	992
2017 Q4	$2.96M	Sell	44,221 -744,931	-94%	-$48.6M	0.01%	1027
2017 Q3	$49.3M	Sell	789,152 -1,540,999	-66%	-$99.4M	0.19%	137
2017 Q2	$160M	Buy	2,330,151 +2,076,034	+817%	+$144M	0.66%	16
2017 Q1	$16.9M	Sell	254,117 -36,345	-13%	-$2.25M	0.08%	326
2016 Q4	$16.4M	Buy	+290,462	New	+$16.5M	0.09%	332

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dmitry Balyasny's BTI Position: Q2 2026 in Review

Dmitry Balyasny reduced its British American Tobacco (BTI) stake by 31% in Q2 2026, selling an estimated $1.27M and leaving 46,074 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Dmitry Balyasny first reported a position in BTI in Q4 2016 and has held it in 21 quarters since. The position peaked at $160M in Q2 2017. 903 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Dmitry Balyasny held 46,074 shares of British American Tobacco worth $2.85M as of Q2 2026.
Dmitry Balyasny sold 20,966 British American Tobacco shares in Q2 2026, an estimated $1.27M.
British American Tobacco made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1650 holding.
Dmitry Balyasny first reported a position in British American Tobacco in Q4 2016 and has held it in 21 quarters since.
Dmitry Balyasny's British American Tobacco position peaked at $160M in Q2 2017.
903 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.