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British American Tobacco

572 hedge funds and large institutions have $6.04B invested in British American Tobacco in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 260 increasing their positions, 160 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 160

0.26% more ownership

Funds ownership: 7.57%7.83% (+0.26%)

0% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 70

2% less funds holding

Funds holding: 586572 (-14)

10% less capital invested

Capital invested by funds: $6.7B → $6.04B (-$663M)

38% less call options, than puts

Call options by funds: $89.6M | Put options by funds: $144M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
572
Holders Change
-14
Holders Change %
-2.39%
% of All Funds
9.12%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
70
Increased
260
Reduced
160
Closed
70
Calls
$89.6M
Puts
$144M
Net Calls
-$54.4M
Net Calls Change
-$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oppenheimer & Co
New York
$436K +$8.07K +214 +2%
BC
302
Burney Company
Virginia
$435K +$4.41K +117 +1%
VAG
303
VisionPoint Advisory Group
Texas
$433K +$461K +12,234 New
S
304
SimplyRich
California
$422K -$146K -3,860 -24%
CGA
305
Crescent Grove Advisors
Illinois
$420K +$55.3K +1,466 +14%
SFA
306
Sequoia Financial Advisors
Ohio
$413K +$68.2K +1,809 +18%
Fisher Asset Management
307
Fisher Asset Management
Washington
$411K -$59K -1,564 -12%
Allspring Global Investments
308
Allspring Global Investments
North Carolina
$407K -$2.94K -78 -0.7%
FTDI
309
First Trust Direct Indexing
Massachusetts
$407K -$84.5K -2,241 -16%
HWAM
310
Hennion & Walsh Asset Management
New Jersey
$407K +$13.9K +369 +3%
SWM
311
Sculati Wealth Management
Michigan
$404K +$433K +11,495 New
SOS
312
Silver Oak Securities
Tennessee
$403K +$8.63K +229 +2%
SDAM
313
Shulman DeMeo Asset Management
New York
$402K -$829 -22 -0.2%
TAM
314
Titleist Asset Management
Texas
$395K +$424K +11,254 New
KeyBank National Association
315
KeyBank National Association
Ohio
$393K +$5.2K +138 +1%
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$392K +$130K +3,435 +44%
LG
317
Leuthold Group
Minnesota
$390K -$23.6K -627 -5%
Lazard Asset Management
318
Lazard Asset Management
New York
$389K
WIM
319
Waverton Investment Management
United Kingdom
$386K
KPWS
320
Kestra Private Wealth Services
Texas
$382K +$10.2K +271 +3%
FNT
321
First National Trust
Pennsylvania
$381K
Charles Schwab
322
Charles Schwab
California
$369K +$116K +3,069 +41%
MMG
323
Monetary Management Group
Missouri
$369K
TWC
324
TD Waterhouse Canada
Ontario, Canada
$365K +$200K +5,292 +111%
WP
325
WealthSource Partners
California
$365K

BTI Hedge Fund Activity: Q1 2023 in Review

572 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2023, worth a combined $6.04B — down 9.9% from $6.7B a quarter earlier.

Fund positioning in BTI was balanced in Q1 2023: 70 funds opened new positions, 70 closed out, 260 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $207M. The largest seller was GQG Partners, cutting an estimated $360M.

  • 572 institutional investors held British American Tobacco (BTI) as of Q1 2023, down from 586 in Q4 2022.
  • Funds reported $6.04B of British American Tobacco stock for Q1 2023, down 9.9% quarter-over-quarter.
  • 70 funds opened new British American Tobacco positions in Q1 2023 and 70 closed out, a net change of 0 holders.
  • The largest British American Tobacco buyer in Q1 2023 was BlackRock, an estimated $207M added.
  • The largest British American Tobacco seller in Q1 2023 was GQG Partners, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2023.