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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
Loomis, Sayles & Company
251
Loomis, Sayles & Company
Massachusetts
-$2.65M -46,936 Closed
MCM
252
McKinley Capital Management
Alaska
-$1.11M -19,684 Closed
SWM
253
Strategic Wealth Management
Washington
-$569K -10,066 Closed
CL
254
CFS LLC
Oklahoma
-$339K -6,000 Closed
NCCM
255
Nine Chapters Capital Management
New Jersey
-$271K -4,800 Closed
HC
256
HHG & Company
Connecticut
-$202K -3,580 Closed
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
-$201K -3,556 Closed
PTC
258
Private Trust Company
Ohio
-$48K -856 Closed
FMT
259
First Mercantile Trust
Tennessee
-$33K -590 Closed
PIA
260
Peachtree Investment Advisors
Georgia
-$33K -586 Closed
WA
261
Waverly Advisors
Alabama
-$28K -494 Closed
SNT
262
Security National Trust
West Virginia
-$21K -380 Closed
KPCM
263
Kings Point Capital Management
New York
-$17K -300 Closed
TRCT
264
Tower Research Capital (TRC)
New York
-$15K -258 Closed
WCM
265
Wealthcare Capital Management
Virginia
-$13K -216 Closed
MA
266
MUFG Americas
New York
-$11K -200 Closed
CFA
267
Carroll Financial Associates
North Carolina
-$5K -92 Closed
HMS
268
Hanseatic Management Services
New Mexico
-$1K -26 Closed
PMFA
269
Plante Moran Financial Advisors
Michigan
-$1K -20 Closed

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.