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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
OIA
401
Optimum Investment Advisors
Illinois
$61K
BAM
402
Bruderman Asset Management
New York
$59K -$25.5K -485 -29%
OSNBOA
403
Old Second National Bank of Aurora
Illinois
$57K -$6.32K -120 -10%
HR
404
Howe & Rusling
New York
$56K -$4.69K -89 -7%
FPFS
405
First Personal Financial Services
North Carolina
$53K -$172K -3,263 -76%
LFA
406
Legacy Financial Advisors
Kentucky
$51K +$26.3K +500 +105%
IDBONY
407
Israel Discount Bank of New York
New York
$50K +$3.95K +75 +8%
HWM
408
Holloway Wealth Management
Florida
$49K
GRP
409
Global Retirement Partners
California
$44K +$6.32K +120 +16%
AWM
410
Aevitas Wealth Management
Massachusetts
$43K -$7.69K -146 -15%
VIA
411
Vantage Investment Advisors
Pennsylvania
$43K
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$3.37K -64 -7%
1IA
413
1834 Investment Advisors
Wisconsin
$42K
WC
414
Whitney & Co
New York
$42K
GWS
415
Glassman Wealth Services
Virginia
$41K
HCM
416
Highlander Capital Management
New Jersey
$41K
MFW
417
Mosaic Family Wealth
Missouri
$39K -$7.69K -146 -16%
SWP
418
Strategic Wealth Partners
Ohio
$36K -$22.7K -431 -38%
TWA
419
TCI Wealth Advisors
Arizona
$36K
TCM
420
Tradewinds Capital Management
Washington
$36K
M
421
MOTCO
Texas
$36K +$29.4K +559 +354%
HI
422
Hudock Inc
Pennsylvania
$35K
SFSIG
423
San Francisco Sentry Investment Group
California
$33K -$36.6K -695 -52%
CAGAS
424
Capital Advisory Group Advisory Services
Minnesota
$33K +$527 +10 +2%
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$30K -$6.48K -123 -17%

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.