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British American Tobacco

444 hedge funds and large institutions have $4.3B invested in British American Tobacco in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 104 increasing their positions, 202 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% less ownership

Funds ownership: 6.94%5.88% (-1.1%)

14% less funds holding

Funds holding: 518444 (-74)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less capital invested

Capital invested by funds: $7.45B → $4.3B (-$3.15B)

49% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 202

50% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 137

75% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $49.1M

Holders
444
Holders Change
-74
Holders Change %
-14.29%
% of All Funds
9.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
69
Increased
104
Reduced
202
Closed
137
Calls
$12.1M
Puts
$49.1M
Net Calls
-$37M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$37M +$914K +23,501 +2%
UBS Group
27
UBS Group
Switzerland
$35M -$253M -6,515,976 -86%
Two Sigma Investments
28
Two Sigma Investments
New York
$32.7M +$40M +1,027,217 New
CCM
29
Causeway Capital Management
California
$29.8M +$3.29M +84,511 +10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$29.5M -$8.55M -219,814 -19%
Boston Partners
31
Boston Partners
Massachusetts
$26M +$31.8M +816,571 New
First Trust Advisors
32
First Trust Advisors
Illinois
$25.6M +$8.46M +217,600 +37%
AG
33
Aperio Group
California
$25.1M -$1.11M -28,636 -4%
AllianceBernstein
34
AllianceBernstein
Tennessee
$24.6M -$21M -539,249 -41%
JP Morgan Chase
35
JP Morgan Chase
New York
$24.2M +$19.5M +502,506 +196%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$24M +$29.3M +753,324 New
SCCM
37
Schafer Cullen Capital Management
New York
$24M -$15.7M -404,006 -35%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$20.5M +$24.8M +637,136 +8,456%
MNG
39
Manning & Napier Group
New York
$20.1M -$18.3M -470,506 -43%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$19M +$11.4M +293,878 +97%
USAA
41
United Services Automobile Association
Texas
$17.8M -$5.76M -148,140 -21%
OMC
42
Old Mission Capital
Illinois
$16.5M +$11.5M +296,440 +134%
Marshall Wace
43
Marshall Wace
United Kingdom
$15.9M -$1.05M -26,930 -5%
WIM
44
Waverton Investment Management
United Kingdom
$13.7M -$383K -9,840 -2%
CA
45
Commerzbank Aktiengesellschaft
Germany
$13.5M
Citadel Advisors
46
Citadel Advisors
Florida
$13.4M +$799K +20,556 +5%
First Manhattan
47
First Manhattan
New York
$12.4M -$15.6M -401,421 -51%
Legal & General Group
48
Legal & General Group
United Kingdom
$10.5M -$5.29M -136,079 -29%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$10.2M -$8.52M -219,131 -41%
Ameriprise
50
Ameriprise
Minnesota
$10.1M -$379K -9,733 -3%

BTI Hedge Fund Activity: Q4 2018 in Review

444 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q4 2018, worth a combined $4.3B — down 42% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of BTI and 69 opened new positions — a net loss of 68 holders — while 202 trimmed existing stakes and 104 added.

The largest buyer was Deutsche Bank, adding an estimated $56.5M. The largest seller was UBS Group, cutting an estimated $253M.

  • 444 institutional investors held British American Tobacco (BTI) as of Q4 2018, down from 518 in Q3 2018.
  • Funds reported $4.3B of British American Tobacco stock for Q4 2018, down 42% quarter-over-quarter.
  • 69 funds opened new British American Tobacco positions in Q4 2018 and 137 closed out, a net change of -68 holders.
  • The largest British American Tobacco buyer in Q4 2018 was Deutsche Bank, an estimated $56.5M added.
  • The largest British American Tobacco seller in Q4 2018 was UBS Group, an estimated $253M sold.

Based on aggregated 13F filings for Q4 2018.