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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
OIA
451
Optimum Investment Advisors
Illinois
$70K +$76.1K +1,210 New
SWP
452
Strategic Wealth Partners
Ohio
$66K -$54.5K -867 -43%
IWM
453
IHT Wealth Management
Illinois
$61K -$6.41K -102 -9%
AWM
454
Aevitas Wealth Management
Massachusetts
$58K
MGIA
455
Moneta Group Investment Advisors
Missouri
$56K
HWM
456
Holloway Wealth Management
Florida
$55K
MFW
457
Mosaic Family Wealth
Missouri
$53K -$3.27K -52 -5%
IDBONY
458
Israel Discount Bank of New York
New York
$53K
EFSCE
459
Enterprise Financial Services Corp (EFSC)
Missouri
$52K +$8.05K +128 +16%
FCMT
460
Founders Capital Management (Texas)
Texas
$50K
VIA
461
Vantage Investment Advisors
Pennsylvania
$49K -$1.89K -30 -3%
1IA
462
1834 Investment Advisors
Wisconsin
$49K +$52.9K +841 New
WC
463
Whitney & Co
New York
$49K +$52.9K +841 New
GWS
464
Glassman Wealth Services
Virginia
$47K
HCM
465
Highlander Capital Management
New Jersey
$46K
CT
466
Clearstead Trust
Maine
$45K -$1.53M -24,400 -97%
SWA
467
Sutton Wealth Advisors
Florida
$44.9K
GRP
468
Global Retirement Partners
California
$43K +$755 +12 +2%
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$42K +$30.7K +489 +210%
CG
470
Cutler Group
California
$42K +$46.3K +736 New
TCM
471
Tradewinds Capital Management
Washington
$41K -$6.48K -103 -13%
TWA
472
TCI Wealth Advisors
Arizona
$41K
SIC
473
Salem Investment Counselors
North Carolina
$40K -$28.7K -457 -39%
HI
474
Hudock Inc
Pennsylvania
$40K
TJHA
475
Thomas J. Herzfeld Advisors
Florida
$40K +$9.81K +156 +29%

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.