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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
DWT
326
Dorsey & Whitney Trust
South Dakota
$364K -$24.2K -641 -6%
Schroder Investment Management Group
327
Schroder Investment Management Group
United Kingdom
$362K
CPC
328
Congress Park Capital
New York
$360K +$2.83K +75 +0.7%
PWP
329
Phillips Wealth Planners
Mississippi
$360K +$368K +9,755 New
FCAG
330
First Capital Advisors Group
New Jersey
$358K
SIA
331
SkyView Investment Advisors
New Jersey
$358K
RWM
332
Ritholtz Wealth Management
New York
$357K -$99.5K -2,639 -21%
EM
333
Excalibur Management
Massachusetts
$357K +$11.8K +314 +3%
ECM
334
Evergreen Capital Management
Washington
$356K -$106K -2,820 -22%
KCFA
335
Key Client Fiduciary Advisors
New Jersey
$353K +$86.2K +2,286 +29%
MS
336
Madden Securities
Texas
$352K +$18.9K +500 +5%
SWM
337
Stockman Wealth Management
Montana
$351K -$15.1K -400 -4%
XSC
338
X-Square Capital
Puerto Rico
$350K -$127K -3,368 -25%
WCAMG
339
Woodard & Company Asset Management Group
North Carolina
$350K
LWCFA
340
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$349K
RCM
341
Requisite Capital Management
Texas
$348K
FAIM
342
Financial Advocates Investment Management
Washington
$341K +$264 +7 +0.1%
AFP
343
Ausdal Financial Partners
Iowa
$341K +$1.66K +44 +0.5%
HSA
344
HBK Sorce Advisory
Pennsylvania
$331K +$21.8K +577 +7%
IWP
345
Icon Wealth Partners
Texas
$328K +$352K +9,344 New
SVWAG
346
Sound View Wealth Advisors Group
Georgia
$326K -$28.7K -760 -8%
GT
347
Greenleaf Trust
Michigan
$324K -$518K -13,738 -60%
VC
348
Veracity Capital
Georgia
$321K +$345K +9,144 New
FWM
349
Finer Wealth Management
Massachusetts
$318K
RCM
350
RNC Capital Management
California
$316K +$5.66K +150 +2%

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.