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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
IWP
501
IAG Wealth Partners
Wisconsin
$9.24K +$198 +6 +2%
Jones Financial Companies
502
Jones Financial Companies
Missouri
$8.83K +$7.19K +218 +346%
DJSG
503
D.J. St. Germain
Massachusetts
$8.64K +$9.07K +275 New
CTB
504
Country Trust Bank
Illinois
$8.17K +$8.57K +260 New
PFBT
505
Parkside Financial Bank & Trust
Missouri
$7.22K +$1.35K +41 +22%
WAS
506
Winch Advisory Services
Wisconsin
$7K +$165 +5 +2%
GKIM
507
GW&K Investment Management
Massachusetts
$7K +$824 +25 +13%
PA
508
PSI Advisors
Florida
$6.85K +$165 +5 +2%
RFG
509
RFP Financial Group
Georgia
$6.75K
CNBTD
510
Citizens National Bank Trust Department
Mississippi
$6.47K
HGERS
511
Householder Group Estate & Retirement Specialist
Arizona
$6.44K +$6.76K +205 New
CAM
512
Chesapeake Asset Management
New York
$6.28K -$8.24K -250 -56%
IPW
513
Impact Partnership Wealth
Georgia
$6.19K
TC
514
Truvestments Capital
Florida
$5.75K
MIM
515
Macroview Investment Management
Maryland
$5.65K +$5.93K +180 New
PO
516
Private Ocean
California
$5.12K
FMP
517
Financial Management Professionals
Texas
$5K +$5.24K +159 New
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.98K
SS
519
Sunbelt Securities
Texas
$4.87K +$4.98K +151 +3,775%
JFA
520
JNBA Financial Advisors
Minnesota
$4.71K +$4.95K +150 New
TJHA
521
Thomas J. Herzfeld Advisors
Florida
$4.18K
IHWM
522
Iron Horse Wealth Management
Iowa
$4.12K +$4.32K +131 New
CWC
523
Carolinas Wealth Consulting
North Carolina
$4.08K +$659 +20 +18%
GJIA
524
Glass Jacobson Investment Advisors
Maryland
$4.02K -$36.4K -1,103 -90%
WWP
525
WR Wealth Planners
Missouri
$3.61K

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.