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British American Tobacco

520 hedge funds and large institutions have $8.27B invested in British American Tobacco in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 225 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $17M

0.87% less ownership

Funds ownership: 8.1%7.23% (-0.87%)

10% less funds holding

Funds holding: 577520 (-57)

23% less capital invested

Capital invested by funds: $10.7B → $8.27B (-$2.45B)

40% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 225

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

47% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 106

Holders
520
Holders Change
-57
Holders Change %
-9.88%
% of All Funds
11.9%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
56
Increased
135
Reduced
225
Closed
106
Calls
$29.4M
Puts
$17M
Net Calls
+$12.4M
Net Calls Change
+$373K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
276
Clifford Swan Investment Counsel
California
$416K
IWP
277
Icon Wealth Partners
Texas
$412K -$75.2K -1,428 -15%
SNT
278
Security National Trust
West Virginia
$412K
LFAS
279
Level Four Advisory Services
Texas
$411K -$530K -10,055 -55%
BF
280
BOK Financial
Oklahoma
$407K -$160K -3,035 -27%
CIC
281
Carnegie Investment Counsel
Ohio
$400K +$4.63K +88 +1%
WPC
282
Waters Parkerson & Co
Louisiana
$397K -$58K -1,101 -12%
Aberdeen Group
283
Aberdeen Group
United Kingdom
$394K
S
284
SignatureFD
Georgia
$393K +$98.8K +1,875 +32%
AFP
285
Ausdal Financial Partners
Iowa
$389K +$94.5K +1,794 +30%
HPC
286
Hobart Private Capital
North Carolina
$387K -$24.1K -458 -6%
CONA
287
Capital One National Association
New York
$376K -$139K -2,632 -26%
VFA
288
Voya Financial Advisors
Connecticut
$376K +$8.01K +152 +2%
VFA
289
Valeo Financial Advisors
Indiana
$376K +$28.2K +536 +8%
APA
290
American Portfolios Advisors
New York
$373K +$64.1K +1,217 +20%
SF
291
Synovus Financial
Georgia
$370K -$17.8K -338 -4%
GT
292
Greenleaf Trust
Michigan
$363K -$252K -4,784 -40%
WJA
293
Williams Jones & Associates
New York
$360K -$110K -2,090 -23%
PFS
294
Prospera Financial Services
Texas
$357K -$20.6K -391 -5%
OCG
295
Opus Capital Group
Ohio
$357K
Walleye Trading
296
Walleye Trading
New York
$356K -$549K -10,418 -60%
SPC
297
Sigma Planning Corp
Michigan
$351K +$57.3K +1,088 +19%
KFGK
298
Keystone Financial Group (Kentucky)
Kentucky
$349K +$79.8K +1,515 +28%
CIA
299
Capital Investment Advisors
Georgia
$345K -$15K -285 -4%
LNC
300
Lincoln National Corp
Pennsylvania
$342K -$98.6K -1,872 -22%

BTI Hedge Fund Activity: Q2 2018 in Review

520 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q2 2018, worth a combined $8.27B — down 23% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of BTI and 56 opened new positions — a net loss of 50 holders — while 225 trimmed existing stakes and 135 added.

The largest buyer was Capital Research Global Investors, adding an estimated $232M. The largest seller was Morgan Stanley, cutting an estimated $289M.

  • 520 institutional investors held British American Tobacco (BTI) as of Q2 2018, down from 577 in Q1 2018.
  • Funds reported $8.27B of British American Tobacco stock for Q2 2018, down 23% quarter-over-quarter.
  • 56 funds opened new British American Tobacco positions in Q2 2018 and 106 closed out, a net change of -50 holders.
  • The largest British American Tobacco buyer in Q2 2018 was Capital Research Global Investors, an estimated $232M added.
  • The largest British American Tobacco seller in Q2 2018 was Morgan Stanley, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2018.