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British American Tobacco

241 hedge funds and large institutions have $3.71B invested in British American Tobacco in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 53

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

4% more funds holding

Funds holding: 231241 (+10)

0.01% more ownership

Funds ownership: 3.49%3.5% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $3.9B → $3.71B (-$190M)

62% less call options, than puts

Call options by funds: $7.78M | Put options by funds: $20.7M

Holders
241
Holders Change
+10
Holders Change %
+4.33%
% of All Funds
6.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
101
Reduced
53
Closed
14
Calls
$7.78M
Puts
$20.7M
Net Calls
-$13M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
51
Cumberland Partners
Ontario, Canada
$4.2M -$526K -8,900 -11%
UMA
52
USA Mutuals Advisors
Texas
$3.96M
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$3.63M +$177K +3,000 +5%
EIP
54
Epoch Investment Partners
New York
$3.58M +$197K +3,328 +6%
GCAC
55
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.35M +$17.1K +290 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.18M
Federated Hermes
57
Federated Hermes
Pennsylvania
$2.82M +$1.45M +24,474 +96%
Truist Financial
58
Truist Financial
North Carolina
$2.76M +$203K +3,438 +8%
CPIM
59
Columbia Partners Investment Management
Virginia
$2.69M +$209K +3,536 +8%
AI
60
Ariel Investments
Illinois
$2.68M -$1.24M -20,968 -31%
Loomis, Sayles & Company
61
Loomis, Sayles & Company
Massachusetts
$2.65M
CAM
62
Cypress Asset Management
Texas
$2.4M -$75.1K -1,270 -3%
AAM
63
Auxier Asset Management
Oregon
$2.31M
FTI
64
Fiduciary Trust International
Massachusetts
$2.21M
Wellington Management Group
65
Wellington Management Group
Massachusetts
$2.17M
WIS
66
Wright Investors Service
Connecticut
$2.16M -$131K -2,210 -5%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$2.09M +$36.2K +612 +2%
ACM
68
Ativo Capital Management
Illinois
$1.85M +$55.7K +942 +3%
VV
69
Verity & Verity
South Carolina
$1.83M +$4.85K +82 +0.3%
DIA
70
Denver Investment Advisors
Colorado
$1.8M -$177K -3,000 -9%
M&T Bank
71
M&T Bank
New York
$1.73M +$1.8M +30,510 New
GHA
72
GW Henssler & Associates
Georgia
$1.69M +$306K +5,172 +21%
GGPS
73
Gary Goldberg Planning Services
New York
$1.68M +$86.9K +1,470 +5%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.66M +$435K +7,352 +33%
LWCFA
75
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.63M

BTI Hedge Fund Activity: Q3 2014 in Review

241 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q3 2014, worth a combined $3.71B — down 4.9% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BTI positions and 14 closed out — a net gain of 12 holders — while 101 added to existing stakes and 53 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $10.1M. The largest seller was Northern Trust, cutting an estimated $28.8M.

  • 241 institutional investors held British American Tobacco (BTI) as of Q3 2014, up from 231 in Q2 2014.
  • Funds reported $3.71B of British American Tobacco stock for Q3 2014, down 4.9% quarter-over-quarter.
  • 26 funds opened new British American Tobacco positions in Q3 2014 and 14 closed out, a net change of +12 holders.
  • The largest British American Tobacco buyer in Q3 2014 was Guggenheim Capital, an estimated $10.1M added.
  • The largest British American Tobacco seller in Q3 2014 was Northern Trust, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2014.