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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
NWM
426
Northwest Wealth Management
Iowa
$30K
DWM
427
Destination Wealth Management
California
$29K
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$29K +$27.3K +518 +977%
WT
429
Washington Trust
Rhode Island
$29K +$30.8K +585 New
TRCT
430
Tower Research Capital (TRC)
New York
$28K +$28.8K +547 New
WA
431
WP Advisors
California
$28K +$28.9K +548 New
MA
432
MCF Advisors
Kentucky
$26K +$2.48K +47 +10%
VCM
433
Vigilant Capital Management
Maine
$26K +$17.9K +339 +184%
SWA
434
Sutton Wealth Advisors
Florida
$25.4K -$14.5K -275 -35%
SSB
435
Sandy Spring Bank
Maryland
$23K
DAM
436
Delta Asset Management
Tennessee
$22K -$45.1K -857 -66%
AA
437
AlphaMark Advisors
Kentucky
$21K
AOWM
438
Alpha Omega Wealth Management
Virginia
$21K
RWP
439
RWA Wealth Partners
Massachusetts
$21K +$21.5K +408 New
MRCM
440
M&R Capital Management
New Jersey
$20K
CAW
441
Cornerstone Advisors (Washington)
Washington
$20K +$3.16K +60 +18%
LF
442
Lee Financial
Texas
$19K +$12.4K +235 +165%
CFA
443
Carroll Financial Associates
North Carolina
$18K -$11.1K -211 -36%
ML
444
McAdam LLC
Pennsylvania
$18K
PGWM
445
Parisi Gray Wealth Management
New Jersey
$18K
RFA
446
Reilly Financial Advisors
California
$18K +$8.43K +160 +80%
TJHA
447
Thomas J. Herzfeld Advisors
Florida
$17K -$18.7K -356 -52%
GBBWRPM
448
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K
CHP
449
Cable Hill Partners
Oregon
$16K -$3.32K -63 -16%
MWM
450
Mascoma Wealth Management
New Hampshire
$16K

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.