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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
BIAS
576
Beacon Investment Advisory Services
New Jersey
-$230K -3,993 Closed
CC
577
Courier Capital
New York
-$222K -3,853 Closed
SC
578
SouthState Corp
Florida
-$216K -3,748 Closed
CA
579
Calton & Associates
Florida
-$214K -3,702 Closed
NHC
580
Nicholas Hoffman & Company
Georgia
-$209K -3,619 Closed
YMRC
581
Yorktown Management & Research Company
Virginia
-$208K -3,600 Closed
IIC
582
Integrated Investment Consultants
Michigan
-$205K -3,551 Closed
EWF
583
Epstein & White Financial
California
-$215K -3,271 Closed
PWM
584
Perigon Wealth Management
California
-$163K -2,789 Closed
APP
585
Avantax Planning Partners
Iowa
-$129K -2,397 Closed
PCIA
586
Prime Capital Investment Advisors
Kansas
-$121K -2,104 Closed
DSN
587
D. Scott Neal
Kentucky
-$98K -1,701 Closed
KF
588
Krilogy Financial
Missouri
-$97K -1,690 Closed
IWM
589
IHT Wealth Management
Illinois
-$61K -1,070 Closed
MGIA
590
Moneta Group Investment Advisors
Missouri
-$56K -964 Closed
FCMT
591
Founders Capital Management (Texas)
Texas
-$50K -867 Closed
CT
592
Clearstead Trust
Maine
-$45K -775 Closed
SIC
593
Salem Investment Counselors
North Carolina
-$40K -700 Closed
FCAG
594
First Capital Advisors Group
New Jersey
-$22K -387 Closed
YWP
595
YorkBridge Wealth Partners
New York
-$22K -372 Closed
CCM
596
Covington Capital Management
California
-$21K -371 Closed
HL
597
Harding Loevner
New Jersey
-$21K -365 Closed
Barrow, Hanley, Mewhinney & Strauss
598
Barrow, Hanley, Mewhinney & Strauss
Texas
-$20K -347 Closed
VCM
599
Virtue Capital Management
Tennessee
-$16K -312 Closed
CIP
600
Convergence Investment Partners
Florida
-$17K -294 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.