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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
JWM
451
Janiczek Wealth Management
Colorado
$16K +$16.9K +320 New
JFGIW
452
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K
MSFP
453
Mark Sheptoff Financial Planning
Connecticut
$15K
RIA
454
RPG Investment Advisory
California
$13K -$9.85K -187 -43%
AF
455
Allworth Financial
California
$13K -$53 -1 -0.4%
CHC
456
City Holding Co
West Virginia
$13K
OC
457
Oakworth Capital
Alabama
$13K
WIM
458
Westside Investment Management
California
$12.9K -$4.05K -77 -23%
CPA
459
Clear Perspective Advisors
Illinois
$12K -$14.3K -272 -54%
PMFA
460
Plante Moran Financial Advisors
Michigan
$12K -$5.74K -109 -31%
LWM
461
Lenox Wealth Management
Ohio
$11K -$7.11K -135 -39%
BFEC
462
Benjamin F. Edwards & Company
Missouri
$11K -$3.9K -74 -26%
SFG
463
SevenBridge Financial Group
Pennsylvania
$11K +$5.53K +105 +100%
RPG
464
Risk Paradigm Group
Texas
$10.4K -$96.3K -1,828 -90%
RFWA
465
RPg Family Wealth Advisory
Massachusetts
$10.4K +$10.8K +206 New
CAC
466
Certified Advisory Corp
Florida
$10K -$5.69K -108 -35%
LA
467
Legacy Advisors
Pennsylvania
$10K -$1.79K -34 -14%
FCB
468
First Command Bank
Texas
$10K
FCFS
469
First Command Financial Services
Texas
$10K
MMG
470
Monetary Management Group
Missouri
$10K
BWL
471
Bogart Wealth LLC
Virginia
$8K
SIS
472
Sound Income Strategies
Florida
$8K
Nisa Investment Advisors
473
Nisa Investment Advisors
Missouri
$8K +$1.58K +30 +34%
GAM
474
Gemmer Asset Management
California
$8K +$2.21K +42 +37%
CA
475
Centerpoint Advisors
Massachusetts
$8K +$8.22K +156 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.