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British American Tobacco

485 hedge funds and large institutions have $5.44B invested in British American Tobacco in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 174 increasing their positions, 132 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

32% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 132

26% more capital invested

Capital invested by funds: $4.3B → $5.44B (+$1.13B)

9% more funds holding

Funds holding: 444485 (+41)

0.21% less ownership

Funds ownership: 5.88%5.67% (-0.21%)

19% less call options, than puts

Call options by funds: $41.1M | Put options by funds: $51.1M

Holders
485
Holders Change
+41
Holders Change %
+9.23%
% of All Funds
10.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
105
Increased
174
Reduced
132
Closed
60
Calls
$41.1M
Puts
$51.1M
Net Calls
-$9.94M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
451
Sound Income Strategies
Florida
$4K +$73 +2 +2%
GSWM
452
Golden State Wealth Management
California
$4K +$3.78K +104 New
NIM
453
NuWave Investment Management
New Jersey
$3K -$516K -14,193 -100%
RA
454
Rational Advisors
New York
$3K -$76.9K -2,114 -97%
KPW
455
Kore Private Wealth
New York
$3K -$1.89K -52 -44%
EWM
456
Executive Wealth Management
Michigan
$3K -$691 -19 -21%
BC
457
Barnett & Company
Tennessee
$3K
DOA
458
D'Orazio & Associates
Virginia
$3K
QAM
459
QCI Asset Management
New York
$3K
BC
460
Bartlett & Co
Ohio
$3K +$2.26K +62 New
OWD
461
Osborn Williams & Donohoe
Ohio
$3K +$2.77K +76 New
BCWM
462
Bartlett & Co Wealth Management
Ohio
$2.59K +$2.26K +62 New
VNA
463
Valley National Advisers
Pennsylvania
$2K -$1.09K -30 -39%
CFA
464
Carroll Financial Associates
North Carolina
$2K
CB
465
Community Bank
New York
$2K
IFAM
466
Institutional & Family Asset Management
Colorado
$2K
RIA
467
RPG Investment Advisory
California
$2K
WCM
468
Whitener Capital Management
North Carolina
$2K
WCM
469
WealthBridge Capital Management
Ohio
$2K +$582 +16 +40%
AssetMark Inc
470
AssetMark Inc
California
$2K +$1.05K +29 +414%
VCM
471
Versant Capital Management
Arizona
$2K +$2.07K +57 New
RFM
472
Royal Fund Management
Florida
$2K +$2.11K +58 New
WPA
473
West Paces Advisors
Georgia
$1K
M
474
MOTCO
Texas
$1K -$4.58K -126 -80%
BWM
475
BerganKDV Wealth Management
Minnesota
$1K

BTI Hedge Fund Activity: Q1 2019 in Review

485 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2019, worth a combined $5.44B — up 26% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BTI positions and 60 closed out — a net gain of 45 holders — while 174 added to existing stakes and 132 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $93.1M. The largest seller was Fidelity Investments, cutting an estimated $205M.

  • 485 institutional investors held British American Tobacco (BTI) as of Q1 2019, up from 444 in Q4 2018.
  • Funds reported $5.44B of British American Tobacco stock for Q1 2019, up 26% quarter-over-quarter.
  • 105 funds opened new British American Tobacco positions in Q1 2019 and 60 closed out, a net change of +45 holders.
  • The largest British American Tobacco buyer in Q1 2019 was Capital Research Global Investors, an estimated $93.1M added.
  • The largest British American Tobacco seller in Q1 2019 was Fidelity Investments, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2019.