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British American Tobacco

577 hedge funds and large institutions have $10.7B invested in British American Tobacco in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 173 increasing their positions, 241 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $28.6M | Put options by funds: $16.6M

0.13% less ownership

Funds ownership: 8.24%8.1% (-0.13%)

5% less funds holding

Funds holding: 607577 (-30)

15% less capital invested

Capital invested by funds: $12.6B → $10.7B (-$1.93B)

28% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 241

30% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 83

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
577
Holders Change
-30
Holders Change %
-4.94%
% of All Funds
13.22%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.21%
New
58
Increased
173
Reduced
241
Closed
83
Calls
$28.6M
Puts
$16.6M
Net Calls
+$12M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Lenox Wealth Management
Ohio
$19K +$20.4K +325 +1,711%
GBBWRPM
502
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K +$21.3K +338 New
CAC
503
Certified Advisory Corp
Florida
$18K -$10.6K -168 -35%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K
MWM
505
Mascoma Wealth Management
New Hampshire
$18K
CIP
506
Convergence Investment Partners
Florida
$17K +$18.5K +294 New
MSFP
507
Mark Sheptoff Financial Planning
Connecticut
$17K +$18.9K +300 New
BFEC
508
Benjamin F. Edwards & Company
Missouri
$16K
VCM
509
Virtue Capital Management
Tennessee
$16K +$2.58K +41 +15%
WF
510
WealthTrust Fairport
Ohio
$16K +$17.1K +272 New
WEC
511
Winslow Evans & Crocker
Massachusetts
$15.6K -$4.28K -68 -20%
AF
512
Allworth Financial
California
$15K -$63 -1 -0.4%
CHC
513
City Holding Co
West Virginia
$15K
BAM
514
Barrett Asset Management
New York
$15K +$16.2K +257 New
OC
515
Oakworth Capital
Alabama
$14K
LA
516
Legacy Advisors
Pennsylvania
$14K +$2.14K +34 +17%
EARNEST Partners
517
EARNEST Partners
Georgia
$13K
CFD
518
Creative Financial Designs
Indiana
$13K +$11.2K +178 +387%
KPCM
519
Kings Point Capital Management
New York
$12K -$163K -2,600 -93%
MMG
520
Monetary Management Group
Missouri
$12K
RFA
521
Reilly Financial Advisors
California
$12K
BFC
522
Bedel Financial Consulting
Indiana
$12K +$12.6K +200 New
SJIM
523
St. Johns Investment Management
Florida
$12K +$13.1K +208 New
MCWS
524
McKinley Carter Wealth Services
West Virginia
$12K +$13.4K +213 New
FCB
525
First Command Bank
Texas
$11.5K

BTI Hedge Fund Activity: Q1 2018 in Review

577 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2018, worth a combined $10.7B — down 15% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of BTI and 58 opened new positions — a net loss of 25 holders — while 241 trimmed existing stakes and 173 added.

The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was Goldman Sachs, cutting an estimated $154M.

  • 577 institutional investors held British American Tobacco (BTI) as of Q1 2018, down from 607 in Q4 2017.
  • Funds reported $10.7B of British American Tobacco stock for Q1 2018, down 15% quarter-over-quarter.
  • 58 funds opened new British American Tobacco positions in Q1 2018 and 83 closed out, a net change of -25 holders.
  • The largest British American Tobacco buyer in Q1 2018 was Fidelity Investments, an estimated $167M added.
  • The largest British American Tobacco seller in Q1 2018 was Goldman Sachs, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2018.