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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
FMTCOCP
476
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
GFP
477
Gryphon Financial Partners
Ohio
$7K
JAM
478
Jolley Asset Management
North Carolina
$7K
POIA
479
Pin Oak Investment Advisors
Texas
$7K
MC
480
Martin Currie
United Kingdom
$7K +$948 +18 +15%
WC
481
Whitnell & Co
Illinois
$7K +$3.79K +72 +111%
RA
482
Rational Advisors
New York
$7K +$7.53K +143 New
DBT
483
Dubuque Bank & Trust
Iowa
$6K
IP
484
Intellectus Partners
California
$6K
SMFS
485
Squar Milner Financial Services
California
$6K +$5.79K +110 New
BL
486
Balentine LLC
Georgia
$6K +$5.9K +112 New
CAL
487
Capital Advisors Ltd
Ohio
$6K +$6.11K +116 New
BCA
488
Bay Colony Advisors
Massachusetts
$6K +$6.64K +126 New
AIM
489
Advantage Investment Management
Iowa
$5K
CB
490
Community Bank
New York
$5K
CA
491
Crewe Advisors
Utah
$5K
PG
492
Patten Group
Tennessee
$5K
TL
493
TrueWealth LLC
Georgia
$5K
WEC
494
Winslow Evans & Crocker
Massachusetts
$4K -$10.7K -204 -75%
BC
495
Barnett & Company
Tennessee
$4K
IAS
496
IMA Advisory Services
Colorado
$4K +$4.53K +86 New
PFGIA
497
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$23.4K -444 -90%
JA
498
JOYN Advisors
Georgia
$3K -$5.69K -108 -66%
FGAM
499
Financial Gravity Asset Management
Texas
$3K -$316 -6 -9%
AWM
500
Avior Wealth Management
Nebraska
$3K

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.