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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
EDRH
351
Edmond de Rothschild Holding
Switzerland
$211K +$220K +4,180 New
IGGA
352
Iron Gate Global Advisors
Utah
$210K
SFG
353
StrategIQ Financial Group
Indiana
$210K +$53 +1 +0%
FANJ
354
Financial Architects (New Jersey)
New Jersey
$197K -$5.79K -110 -3%
PCP
355
Proficio Capital Partners
Massachusetts
$194K -$27.5K -522 -12%
HA
356
Hays Advisory
Tennessee
$192K -$5.06K -96 -2%
AF
357
Advisornet Financial
Minnesota
$187K +$1.42K +27 +0.7%
TCOV
358
Trust Company of Vermont
Vermont
$184K -$9.9K -188 -5%
FIA
359
FNY Investment Advisers
New York
$182K +$191K +3,624 New
LFG
360
LifePlan Financial Group
Ohio
$181K -$162K -3,078 -46%
MPPLM
361
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$173K -$105K -1,996 -37%
PCG
362
Private Capital Group
Connecticut
$172K -$1.11K -21 -0.6%
AssetMark Inc
363
AssetMark Inc
California
$157K +$50.7K +962 +45%
QCG
364
Quadrant Capital Group
Ohio
$155K -$161K -3,066 -47%
SCM
365
Silvant Capital Management
Georgia
$152K
NIM
366
NuWave Investment Management
New Jersey
$143K +$150K +2,845 New
FIB
367
First Interstate Bank
Montana
$141K -$10.5K -199 -7%
MYIA
368
Mount Yale Investment Advisors
Colorado
$138K +$8.69K +165 +6%
CS
369
Credential Securities
$137K -$583K -11,077 -80%
Zurich Cantonal Bank
370
Zurich Cantonal Bank
Switzerland
$136K
SIM
371
Sonora Investment Management
Arizona
$135K
ST
372
Smithfield Trust
Pennsylvania
$134K
AC
373
Avestar Capital
New York
$133K +$8.06K +153 +6%
FHA
374
First Horizon Advisors
Tennessee
$132K -$26.8K -509 -16%
FHA
375
Flagship Harbor Advisors
Massachusetts
$130K +$136K +2,578 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.