We are live on ! Find out more
BTI icon

British American Tobacco

250 hedge funds and large institutions have $4.11B invested in British American Tobacco in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $3.71B → $4.11B (+$400M)

4% more funds holding

Funds holding: 241250 (+9)

0.03% more ownership

Funds ownership: 3.5%3.53% (+0.03%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

78% less call options, than puts

Call options by funds: $1.65M | Put options by funds: $7.46M

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
6.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
102
Reduced
64
Closed
19
Calls
$1.65M
Puts
$7.46M
Net Calls
-$5.8M
Net Calls Change
+$7.15M
Name Holding Trade Value Shares
Change
Change in
Stake
M
226
MOTCO
Texas
$15K
RIA
227
Regal Investment Advisors
Michigan
$11K
WT
228
Whittier Trust
California
$11K
AIM
229
Advantage Investment Management
Iowa
$11K +$11.2K +200 New
MMG
230
Monetary Management Group
Missouri
$11K +$11.2K +200 New
CFA
231
CT Financial Advisors
Pennsylvania
$10.8K +$11.2K +200 New
SSB
232
Sandy Spring Bank
Maryland
$9K
FANJ
233
Financial Architects (New Jersey)
New Jersey
$9K +$9.89K +176 New
RAM
234
Riggs Asset Management
Pennsylvania
$8K
TFA
235
Transamerica Financial Advisors
Florida
$8K
RC
236
RegentAtlantic Capital
New Jersey
$7.87K +$8.21K +146 New
KTC
237
Kistler-Tiffany Companies
Pennsylvania
$7K
MCM
238
MV Capital Management
Maryland
$7K +$7.64K +136 New
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$6.74K -120 -50%
NES
240
New England Securities
New York
$6K
S
241
SignatureFD
Georgia
$6K +$4.61K +82 +228%
TJHA
242
Thomas J. Herzfeld Advisors
Florida
$6K +$6.63K +118 New
PSUF
243
People's United Financial
Connecticut
$5K
CAW
244
Cornerstone Advisors (Washington)
Washington
$4K +$4.61K +82 New
TWA
245
TCI Wealth Advisors
Arizona
$3K -$15.4K -274 -85%
ECM
246
Exchange Capital Management
Michigan
$2K +$2.36K +42 New
FNBT
247
FineMark National Bank & Trust
Florida
$1K
FPFS
248
First Personal Financial Services
North Carolina
$1K +$1.69K +30 New
FCCM
249
First City Capital Management
Georgia
$431
BRWA
250
B. Riley Wealth Advisors
Florida
$76 +$79.7K +1,418 New

BTI Hedge Fund Activity: Q4 2014 in Review

250 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q4 2014, worth a combined $4.11B — up 11% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BTI positions and 19 closed out — a net gain of 11 holders — while 102 added to existing stakes and 64 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $93.8M. The largest seller was Fidelity Investments, cutting an estimated $98.9M.

  • 250 institutional investors held British American Tobacco (BTI) as of Q4 2014, up from 241 in Q3 2014.
  • Funds reported $4.11B of British American Tobacco stock for Q4 2014, up 11% quarter-over-quarter.
  • 30 funds opened new British American Tobacco positions in Q4 2014 and 19 closed out, a net change of +11 holders.
  • The largest British American Tobacco buyer in Q4 2014 was Bank of New York Mellon, an estimated $93.8M added.
  • The largest British American Tobacco seller in Q4 2014 was Fidelity Investments, an estimated $98.9M sold.

Based on aggregated 13F filings for Q4 2014.