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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
CC
401
Courier Capital
New York
$222K -$3.65K -58 -1%
SC
402
SouthState Corp
Florida
$216K -$46.5K -740 -16%
EWF
403
Epstein & White Financial
California
$215K -$4.46K -71 -2%
CA
404
Calton & Associates
Florida
$214K -$84.6K -1,346 -27%
AF
405
Advisornet Financial
Minnesota
$212K +$31.4K +500 +16%
NHC
406
Nicholas Hoffman & Company
Georgia
$209K
YMRC
407
Yorktown Management & Research Company
Virginia
$208K
IIC
408
Integrated Investment Consultants
Michigan
$205K +$223K +3,551 New
PCG
409
Private Capital Group
Connecticut
$201K -$10.4K -165 -5%
STA
410
Summit Trail Advisors
New York
$200K +$4.46K +71 +1%
CTC
411
Central Trust Company
Missouri
$190K +$120K +1,915 +138%
FHA
412
First Horizon Advisors
Tennessee
$182K +$45.3K +721 +30%
SCM
413
Silvant Capital Management
Georgia
$174K +$187K +2,977 New
FIB
414
First Interstate Bank
Montana
$172K
PWM
415
Perigon Wealth Management
California
$163K +$88.5K +1,407 +102%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$162K +$176K +2,805 New
Zurich Cantonal Bank
417
Zurich Cantonal Bank
Switzerland
$155K -$112K -1,786 -40%
SIM
418
Sonora Investment Management
Arizona
$154K
ST
419
Smithfield Trust
Pennsylvania
$153K
LIA
420
LS Investment Advisors
Michigan
$148K -$2.96K -47 -2%
MYIA
421
Mount Yale Investment Advisors
Colorado
$148K +$161K +2,567 New
AC
422
Avestar Capital
New York
$142K -$32.2K -512 -17%
ASN
423
Advisory Services Network
Georgia
$135K -$50.6K -805 -26%
APP
424
Avantax Planning Partners
Iowa
$129K -$41.3K -656 -21%
SWM
425
SeaCrest Wealth Management
New York
$128K -$3.4K -54 -2%

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.