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British American Tobacco

551 hedge funds and large institutions have $4.53B invested in British American Tobacco in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 233 increasing their positions, 166 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 166

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.4% less ownership

Funds ownership: 6.84%6.44% (-0.4%)

4% less funds holding

Funds holding: 572551 (-21)

11% less capital invested

Capital invested by funds: $5.07B → $4.53B (-$547M)

22% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 64

27% less call options, than puts

Call options by funds: $121M | Put options by funds: $167M

Holders
551
Holders Change
-21
Holders Change %
-3.67%
% of All Funds
8.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
233
Reduced
166
Closed
64
Calls
$121M
Puts
$167M
Net Calls
-$45.2M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$36.8M -$2.94M -89,249 -7%
State Street
27
State Street
Massachusetts
$33.4M -$54.2K -1,644 -0.2%
IPAM
28
ICICI Prudential Asset Management
India
$31.2M
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$26.7M -$16.3M -493,235 -37%
Truist Financial
30
Truist Financial
North Carolina
$20.2M -$1.13M -34,232 -5%
Jane Street
31
Jane Street
New York
$19.5M -$82.9M -2,514,692 -80%
EPAM
32
Euro Pacific Asset Management
Puerto Rico
$19.4M +$8.28K +251 +0%
UBS Group
33
UBS Group
Switzerland
$18.3M -$3.35M -101,626 -15%
Osaic Holdings
34
Osaic Holdings
Arizona
$17.8M +$5.41M +164,013 +41%
CCM
35
Causeway Capital Management
California
$17.6M +$7.75M +235,085 +72%
Stifel Financial
36
Stifel Financial
Missouri
$17.4M +$997K +30,238 +6%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$15.1M +$2.05M +62,092 +15%
MG
38
Magnolia Group
Nebraska
$13.1M +$13.7M +416,452 New
IMA
39
Investment Management Associates
Colorado
$12.9M +$90.4K +2,743 +0.7%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$12M -$11.5M -349,452 -48%
CS
41
Credit Suisse
Switzerland
$11.7M -$25.9K -787 -0.2%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$11.6M -$29.2M -884,674 -71%
CGPCS
43
Capital Group Private Client Services
California
$11.6M -$406K -12,323 -3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$11.4M -$447K -13,562 -4%
EIP
45
Epoch Investment Partners
New York
$11.1M -$800K -24,260 -6%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$10.6M +$1.04M +31,507 +10%
TAM
47
Todd Asset Management
Kentucky
$10.1M -$5.18M -157,263 -33%
ECP
48
Epacria Capital Partners
Colorado
$9.71M -$218K -6,600 -2%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$9.06M +$936K +28,379 +11%
GHA
50
GW Henssler & Associates
Georgia
$8.91M +$850K +25,788 +10%

BTI Hedge Fund Activity: Q3 2023 in Review

551 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q3 2023, worth a combined $4.53B — down 11% from $5.07B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of BTI and 50 opened new positions — a net loss of 14 holders — while 166 trimmed existing stakes and 233 added.

The largest buyer was BlackRock, adding an estimated $68.9M. The largest seller was Jane Street, cutting an estimated $82.9M.

  • 551 institutional investors held British American Tobacco (BTI) as of Q3 2023, down from 572 in Q2 2023.
  • Funds reported $4.53B of British American Tobacco stock for Q3 2023, down 11% quarter-over-quarter.
  • 50 funds opened new British American Tobacco positions in Q3 2023 and 64 closed out, a net change of -14 holders.
  • The largest British American Tobacco buyer in Q3 2023 was BlackRock, an estimated $68.9M added.
  • The largest British American Tobacco seller in Q3 2023 was Jane Street, an estimated $82.9M sold.

Based on aggregated 13F filings for Q3 2023.