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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
DOA
501
D'Orazio & Associates
Virginia
$3K
IBOK
502
Independence Bank of Kentucky
Kentucky
$3K
QAM
503
QCI Asset Management
New York
$3K
TAIM
504
TD Ameritrade Investment Management
Nebraska
$3K +$3.32K +63 New
CFD
505
Creative Financial Designs
Indiana
$2K -$9.38K -178 -79%
HFM
506
Hartford Financial Management
Connecticut
$2K
MSA
507
Marino Stram & Associates
Massachusetts
$2K
NCM
508
Nelson Capital Management
California
$2K
VNA
509
Valley National Advisers
Pennsylvania
$2K
WPA
510
West Paces Advisors
Georgia
$1.21K
WWMSC
511
Wagner Wealth Management (South Carolina)
South Carolina
$1K
BWM
512
BerganKDV Wealth Management
Minnesota
$1K +$1.05K +20 New
IAS
513
INR Advisory Services
Pennsylvania
$1K +$1.37K +26 New
NA
514
NewEdge Advisors
Louisiana
$360 -$6.38M -121,224 -94%
HCM
515
Highline Capital Management
New York
-$82.1M -1,422,500 Closed
VAM
516
Vontobel Asset Management
New York
-$62.5M -1,084,040 Closed
AC
517
Asturias Capital
New York
-$44.9M -778,178 Closed
PAMP
518
Polar Asset Management Partners
Ontario, Canada
-$34.1M -590,700 Closed
JCI
519
Jet Capital Investors
New York
-$28.8M -500,000 Closed
TCIM
520
TIAA CREF Investment Management
New York
-$21.7M -376,570 Closed
DP
521
DSAM Partners
United Kingdom
-$13.4M -232,960 Closed
AR
522
Advisory Research
Illinois
-$11.5M -200,191 Closed
TBC
523
Three Bays Capital
Massachusetts
-$9.52M -165,000 Closed
Capital Fund Management (CFM)
524
Capital Fund Management (CFM)
France
-$6.72M -127,590 Closed
VRS
525
Virginia Retirement Systems
Virginia
-$5.95M -103,187 Closed

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.