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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
DWT
301
Dorsey & Whitney Trust
South Dakota
$340K +$7.11K +135 +2%
Chevy Chase Trust
302
Chevy Chase Trust
Maryland
$339K +$2.37K +45 +0.7%
UFF
303
USA Financial Formulas
Michigan
$338K -$895 -17 -0.3%
CNBT
304
Canandaigua National Bank & Trust
New York
$337K -$78.2K -1,485 -18%
HWA
305
Heritage Way Advisors
Illinois
$335K +$11.8K +225 +4%
NEAM
306
New England Asset Management
Connecticut
$335K +$349K +6,634 New
GT
307
Glenview Trust
Kentucky
$328K -$19.2K -364 -5%
CT
308
Coastline Trust
Rhode Island
$328K
HJA
309
Hugh Johnson Advisors
New York
$328K +$27.5K +523 +9%
WA
310
Wealth Architects
California
$320K -$316 -6 -0.1%
Mitsubishi UFJ Trust & Banking
311
Mitsubishi UFJ Trust & Banking
Japan
$318K
AWM
312
Altium Wealth Management
New York
$303K +$316K +6,004 New
EWA
313
Exencial Wealth Advisors
Oklahoma
$302K +$16.4K +312 +5%
HK
314
Horizon Kinetics
New York
$297K +$15.8K +300 +5%
AWM
315
AE Wealth Management
Kansas
$293K -$13.9K -263 -4%
CFN
316
Cordasco Financial Network
Florida
$292K -$42.1K -799 -12%
JIC
317
Johnson Investment Counsel
Ohio
$291K -$13.6K -258 -4%
LSAG
318
Lake Street Advisors Group
New Hampshire
$284K +$28.3K +537 +11%
SEC
319
Seven Eight Capital
New York
$280K +$293K +5,554 New
ECM
320
Evergreen Capital Management
Washington
$275K +$66.5K +1,263 +30%
CRC
321
Curi RMB Capital
Illinois
$273K -$115K -2,181 -29%
DDC
322
DF Dent & Co
Maryland
$273K
BFG
323
Beacon Financial Group
Texas
$273K +$579 +11 +0.2%
DAS
324
Dynamic Advisor Solutions
Arizona
$272K +$43.8K +831 +18%
FIM
325
Freedom Investment Management
Connecticut
$271K -$8.01K -152 -3%

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.