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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
BC
526
Bartlett & Co
Ohio
$11K
FCFS
527
First Command Financial Services
Texas
$11K
VCM
528
Vigilant Capital Management
Maine
$11K +$11.6K +184 New
BCWM
529
Bartlett & Co Wealth Management
Ohio
$10.8K +$11.6K +185 New
ACA
530
Atlas Capital Advisors
Wyoming
$10.4K +$11.4K +181 New
BWL
531
Bogart Wealth LLC
Virginia
$10K
M
532
MOTCO
Texas
$9K -$5.03K -80 -34%
SIS
533
Sound Income Strategies
Florida
$9K -$3.14K -50 -25%
CWM
534
Catamount Wealth Management
Connecticut
$9K
JA
535
JOYN Advisors
Georgia
$9K +$10.3K +163 New
POIA
536
Pin Oak Investment Advisors
Texas
$8K -$6.73K -107 -43%
GFP
537
Gryphon Financial Partners
Ohio
$8K -$5.03K -80 -36%
JAM
538
Jolley Asset Management
North Carolina
$8K
LF
539
Lee Financial
Texas
$8K +$8.93K +142 New
FMTCOCP
540
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7.9K
DBT
541
Dubuque Bank & Trust
Iowa
$7K
MC
542
Martin Currie
United Kingdom
$7K +$1.07K +17 +16%
GAM
543
Gemmer Asset Management
California
$7K +$7.11K +113 New
CB
544
Community Bank
New York
$6K -$119K -1,893 -95%
AIM
545
Advantage Investment Management
Iowa
$6K -$12.9K -205 -67%
CA
546
Crewe Advisors
Utah
$6K
IP
547
Intellectus Partners
California
$6K
Nisa Investment Advisors
548
Nisa Investment Advisors
Missouri
$6K
SFG
549
SevenBridge Financial Group
Pennsylvania
$6K
MDCM
550
Morgan Dempsey Capital Management
Wisconsin
$5.31K +$1.82K +29 +46%

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.