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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
HFS
326
HL Financial Services
Kentucky
$269K +$281K +5,331 New
GCC
327
Guardian Capital (Canada)
Ontario, Canada
$267K -$11.5M -217,485 -98%
Canada Life
328
Canada Life
Manitoba, Canada
$267K -$6.74M -127,987 -96%
MNBTD
329
Moody National Bank Trust Division
Texas
$263K
LB
330
Landmark Bank
Missouri
$263K +$274K +5,200 New
MCM
331
Maryland Capital Management
Maryland
$262K +$274K +5,202 New
SWM
332
Stockman Wealth Management
Montana
$257K +$5.27K +100 +2%
PNC
333
Park National Corp
Ohio
$256K -$40.7K -772 -13%
BCM
334
Birmingham Capital Management
Alabama
$255K
WS
335
Wedbush Securities
California
$251K +$53.8K +1,021 +26%
IA
336
IFG Advisory
Georgia
$245K -$17.1K -325 -6%
OC
337
Oppenheimer & Co
New York
$239K -$635K -12,065 -72%
BRWA
338
B. Riley Wealth Advisors
Florida
$237K -$84.4K -1,602 -26%
MIC
339
Meridian Investment Counsel
California
$228K +$238K +4,512 New
RCM
340
RNC Capital Management
California
$227K -$478K -9,067 -67%
SCM
341
Stevens Capital Management
Pennsylvania
$227K -$15.9K -301 -6%
RFM
342
Royal Fund Management
Florida
$226K -$72.6K -1,378 -23%
AW
343
ACG Wealth
Georgia
$226K -$31.7K -602 -12%
MYAM
344
Meiji Yasuda Asset Management
Japan
$226K
WI
345
Wedgewood Investors
Pennsylvania
$225K
CWA
346
Clarus Wealth Advisors
Arizona
$224K
GWM
347
Geneos Wealth Management
Colorado
$219K -$47.6K -904 -17%
KeyBank National Association
348
KeyBank National Association
Ohio
$214K -$261K -4,951 -54%
CAMG
349
CWA Asset Management Group
Florida
$212K +$18.9K +358 +9%
HAG
350
HighPoint Advisor Group
Illinois
$211K +$210K +3,983 New

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.