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British American Tobacco

485 hedge funds and large institutions have $5.44B invested in British American Tobacco in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 174 increasing their positions, 132 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

32% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 132

26% more capital invested

Capital invested by funds: $4.3B → $5.44B (+$1.13B)

9% more funds holding

Funds holding: 444485 (+41)

0.21% less ownership

Funds ownership: 5.88%5.67% (-0.21%)

19% less call options, than puts

Call options by funds: $41.1M | Put options by funds: $51.1M

Holders
485
Holders Change
+41
Holders Change %
+9.23%
% of All Funds
10.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
105
Increased
174
Reduced
132
Closed
60
Calls
$41.1M
Puts
$51.1M
Net Calls
-$9.94M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$159K +$982 +27 +0.7%
CWA
327
Clarus Wealth Advisors
Arizona
$158K
LC
328
Lindbrook Capital
California
$155K +$73.7K +2,025 +118%
AWM
329
Aevitas Wealth Management
Massachusetts
$146K +$127K +3,500 New
1832 Asset Management
330
1832 Asset Management
Ontario, Canada
$139K +$18.6K +510 +18%
VRM
331
Vectors Research Management
New York
$130K +$114K +3,121 New
BAM
332
Belpointe Asset Management
Nevada
$124K +$108K +2,958 New
AI
333
ArchPoint Investors
Florida
$119K
Zurich Cantonal Bank
334
Zurich Cantonal Bank
Switzerland
$112K
SIM
335
Sonora Investment Management
Arizona
$111K
FAM
336
Formidable Asset Management
Ohio
$106K +$381K +10,473 New
FIB
337
First Interstate Bank
Montana
$105K -$9.75K -268 -10%
FHA
338
First Horizon Advisors
Tennessee
$105K +$10.3K +283 +13%
TCOV
339
Trust Company of Vermont
Vermont
$97K
FANJ
340
Financial Architects (New Jersey)
New Jersey
$96K +$1.49K +41 +2%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$96K +$56.3K +1,548 +172%
PGA
342
Premia Global Advisors
Florida
$95K +$83K +2,282 New
WTB
343
Washington Trust Bank
Washington
$92K +$3.64K +100 +5%
SIAS
344
Shine Investment Advisory Services
Colorado
$89K +$25.2K +693 +48%
BBNA
345
Bremer Bank National Association
Minnesota
$87K +$80.3K +2,207 New
BAM
346
Bruderman Asset Management
New York
$86K -$982 -27 -1%
Schroder Investment Management Group
347
Schroder Investment Management Group
United Kingdom
$86K
NFG
348
Next Financial Group
Texas
$86K +$63.2K +1,736 +546%
NFH
349
NEXT Financial Holdings
Texas
$86K +$74.7K +2,054 New
ACA
350
Atlas Capital Advisors
Wyoming
$82.9K

BTI Hedge Fund Activity: Q1 2019 in Review

485 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2019, worth a combined $5.44B — up 26% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BTI positions and 60 closed out — a net gain of 45 holders — while 174 added to existing stakes and 132 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $93.1M. The largest seller was Fidelity Investments, cutting an estimated $205M.

  • 485 institutional investors held British American Tobacco (BTI) as of Q1 2019, up from 444 in Q4 2018.
  • Funds reported $5.44B of British American Tobacco stock for Q1 2019, up 26% quarter-over-quarter.
  • 105 funds opened new British American Tobacco positions in Q1 2019 and 60 closed out, a net change of +45 holders.
  • The largest British American Tobacco buyer in Q1 2019 was Capital Research Global Investors, an estimated $93.1M added.
  • The largest British American Tobacco seller in Q1 2019 was Fidelity Investments, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2019.