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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
TL
551
TrueWealth LLC
Georgia
$5K -$44K -699 -88%
PG
552
Patten Group
Tennessee
$5K -$566 -9 -9%
BC
553
Barnett & Company
Tennessee
$5K
CCM
554
Cribstone Capital Management
Maine
$4K -$6.22K -99 -56%
AWM
555
Avior Wealth Management
Nebraska
$4K -$4.09K -65 -52%
WC
556
Whitnell & Co
Illinois
$4K -$2.7K -43 -40%
FGC
557
Financial Gravity Companies
Texas
$4K -$2.39K -38 -35%
DOA
558
D'Orazio & Associates
Virginia
$4K
FCT
559
Family Capital Trust
Massachusetts
$4K
QAM
560
QCI Asset Management
New York
$4K
FGAM
561
Financial Gravity Asset Management
Texas
$4K +$4.4K +70 New
IBOK
562
Independence Bank of Kentucky
Kentucky
$3K -$291K -4,625 -99%
NCM
563
Nelson Capital Management
California
$3K
VNA
564
Valley National Advisers
Pennsylvania
$3K
WCM
565
Whitener Capital Management
North Carolina
$3K
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.2K +35 +194%
HFM
567
Hartford Financial Management
Connecticut
$2K
MSA
568
Marino Stram & Associates
Massachusetts
$2K
RWA
569
Ropes Wealth Advisors
Massachusetts
$2K +$2.01K +32 New
WPA
570
West Paces Advisors
Georgia
$1.39K -$15.1K -240 -91%
VCM
571
Versant Capital Management
Arizona
$1K -$2.39K -38 -59%
LNB
572
Ledyard National Bank
$1K
WWMSC
573
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$880 +14 New
ACM
574
Aviance Capital Management
Florida
$1K +$1.32K +21 New
SCM
575
Suvretta Capital Management
New York
-$47.4M -708,120 Closed

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.