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British American Tobacco

577 hedge funds and large institutions have $10.7B invested in British American Tobacco in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 173 increasing their positions, 241 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $28.6M | Put options by funds: $16.6M

0.13% less ownership

Funds ownership: 8.24%8.1% (-0.13%)

5% less funds holding

Funds holding: 607577 (-30)

15% less capital invested

Capital invested by funds: $12.6B → $10.7B (-$1.93B)

28% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 241

30% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 83

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
577
Holders Change
-30
Holders Change %
-4.94%
% of All Funds
13.22%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.21%
New
58
Increased
173
Reduced
241
Closed
83
Calls
$28.6M
Puts
$16.6M
Net Calls
+$12M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
326
Chevy Chase Trust
Maryland
$385K +$20.9K +333 +5%
LFG
327
LifePlan Financial Group
Ohio
$384K -$34.6K -551 -8%
DWT
328
Dorsey & Whitney Trust
South Dakota
$382K -$117K -1,858 -22%
CIC
329
Carnegie Investment Counsel
Ohio
$382K +$2.14K +34 +0.5%
CFN
330
Cordasco Financial Network
Florida
$381K -$63 -1 -0%
VFA
331
Valeo Financial Advisors
Indiana
$377K +$30.8K +490 +8%
CT
332
Coastline Trust
Rhode Island
$375K
DVM
333
Dreman Value Management
Florida
$373K -$56.5K -898 -12%
HWA
334
Heritage Way Advisors
Illinois
$371K +$20.4K +325 +5%
WA
335
Wealth Architects
California
$366K
BRWA
336
B. Riley Wealth Advisors
Florida
$365K -$20.9K -333 -5%
Mitsubishi UFJ Trust & Banking
337
Mitsubishi UFJ Trust & Banking
Japan
$364K
QCG
338
Quadrant Capital Group
Ohio
$362K +$39.5K +628 +11%
APA
339
American Portfolios Advisors
New York
$357K +$60.7K +966 +19%
CBOA
340
Commonwealth Bank of Australia
Australia
$356K -$225K -3,571 -37%
MCIA
341
Mountain Capital Investment Advisors
Colorado
$353K -$17.1K -272 -4%
AWM
342
AE Wealth Management
Kansas
$350K -$11.3K -180 -3%
MC
343
Miles Capital
Iowa
$350K +$43.1K +685 +13%
JIC
344
Johnson Investment Counsel
Ohio
$348K -$35.8K -569 -9%
HJA
345
Hugh Johnson Advisors
New York
$345K +$1.51K +24 +0.4%
AFP
346
Ausdal Financial Partners
Iowa
$342K -$15.8K -251 -4%
S
347
SignatureFD
Georgia
$341K +$51.1K +812 +16%
SPC
348
Sigma Planning Corp
Michigan
$339K -$27.4K -435 -7%
UFF
349
USA Financial Formulas
Michigan
$339K +$369K +5,875 New
RFM
350
Royal Fund Management
Florida
$338K -$77.5K -1,233 -17%

BTI Hedge Fund Activity: Q1 2018 in Review

577 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2018, worth a combined $10.7B — down 15% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of BTI and 58 opened new positions — a net loss of 25 holders — while 241 trimmed existing stakes and 173 added.

The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was Goldman Sachs, cutting an estimated $154M.

  • 577 institutional investors held British American Tobacco (BTI) as of Q1 2018, down from 607 in Q4 2017.
  • Funds reported $10.7B of British American Tobacco stock for Q1 2018, down 15% quarter-over-quarter.
  • 58 funds opened new British American Tobacco positions in Q1 2018 and 83 closed out, a net change of -25 holders.
  • The largest British American Tobacco buyer in Q1 2018 was Fidelity Investments, an estimated $167M added.
  • The largest British American Tobacco seller in Q1 2018 was Goldman Sachs, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2018.