We are live on ! Find out more
BTI icon

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
WF
601
WealthTrust Fairport
Ohio
-$16K -272 Closed
BAM
602
Barrett Asset Management
New York
-$15K -257 Closed
EARNEST Partners
603
EARNEST Partners
Georgia
-$13K -232 Closed
MCWS
604
McKinley Carter Wealth Services
West Virginia
-$12K -213 Closed
SJIM
605
St. Johns Investment Management
Florida
-$12K -208 Closed
KPCM
606
Kings Point Capital Management
New York
-$12K -204 Closed
BFC
607
Bedel Financial Consulting
Indiana
-$12K -200 Closed
BC
608
Bartlett & Co
Ohio
-$11K -185 Closed
BCWM
609
Bartlett & Co Wealth Management
Ohio
-$10.8K -185 Closed
ACA
610
Atlas Capital Advisors
Wyoming
-$10.4K -181 Closed
CWM
611
Catamount Wealth Management
Connecticut
-$9K -148 Closed
MDCM
612
Morgan Dempsey Capital Management
Wisconsin
-$5.31K -92 Closed
CCM
613
Cribstone Capital Management
Maine
-$4K -78 Closed
FCT
614
Family Capital Trust
Massachusetts
-$4K -72 Closed
WCM
615
Whitener Capital Management
North Carolina
-$3K -61 Closed
RWA
616
Ropes Wealth Advisors
Massachusetts
-$2K -32 Closed
VCM
617
Versant Capital Management
Arizona
-$1K -26 Closed
ACM
618
Aviance Capital Management
Florida
-$1K -21 Closed
LNB
619
Ledyard National Bank
-$1K -18 Closed
PFBT
620
Parkside Financial Bank & Trust
Missouri
+$158 +3 New
LWA
621
Lenox Wealth Advisors
New York
+$211 +4 New
AP
622
Atwood & Palmer
Missouri
+$263 +5 New

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.