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British American Tobacco

250 hedge funds and large institutions have $4.11B invested in British American Tobacco in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $3.71B → $4.11B (+$400M)

4% more funds holding

Funds holding: 241250 (+9)

0.03% more ownership

Funds ownership: 3.5%3.53% (+0.03%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

78% less call options, than puts

Call options by funds: $1.65M | Put options by funds: $7.46M

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
6.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
102
Reduced
64
Closed
19
Calls
$1.65M
Puts
$7.46M
Net Calls
-$5.8M
Net Calls Change
+$7.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
51
Cumberland Partners
Ontario, Canada
$5.18M +$1.22M +21,750 +29%
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$5.15M +$5.37M +95,552 New
VAM
53
Vontobel Asset Management
New York
$4.98M
Federated Hermes
54
Federated Hermes
Pennsylvania
$4.31M +$1.69M +30,014 +60%
RFC
55
Regions Financial Corp
Alabama
$4.17M -$321K -5,718 -7%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$4.11M +$671K +11,940 +19%
UMA
57
USA Mutuals Advisors
Texas
$4.04M +$281K +5,000 +7%
AI
58
Ariel Investments
Illinois
$3.72M +$1.22M +21,628 +46%
GCAC
59
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.49M +$69.1K +1,230 +2%
Jane Street
60
Jane Street
New York
$3.47M +$3.35M +59,648 +1,243%
EIP
61
Epoch Investment Partners
New York
$3.32M -$97K -1,726 -3%
VKH
62
Virtu KCG Holdings
New York
$3.04M +$1.87M +33,236 +143%
Grantham, Mayo, Van Otterloo & Co (GMO)
63
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.98M -$52.6K -936 -2%
IPC
64
Independent Portfolio Consultants
Florida
$2.84M +$1.75M +31,140 +144%
Truist Financial
65
Truist Financial
North Carolina
$2.82M +$196K +3,484 +7%
WIS
66
Wright Investors Service
Connecticut
$2.81M +$779K +13,868 +36%
EAM
67
EULAV Asset Management
Florida
$2.8M -$2.43M -43,200 -45%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$2.6M +$1.37M +24,314 +102%
CPIM
69
Columbia Partners Investment Management
Virginia
$2.53M -$45K -800 -2%
AllianceBernstein
70
AllianceBernstein
Tennessee
$2.5M +$951K +16,918 +58%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$2.22M +$1.29M +22,996 +127%
AAM
72
Auxier Asset Management
Oregon
$2.2M
Ameriprise
73
Ameriprise
Minnesota
$2.17M +$1.34M +23,808 +146%
FTI
74
Fiduciary Trust International
Massachusetts
$2.11M
CAM
75
Capstone Asset Management
Texas
$2.01M +$691K +12,290 +49%

BTI Hedge Fund Activity: Q4 2014 in Review

250 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q4 2014, worth a combined $4.11B — up 11% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BTI positions and 19 closed out — a net gain of 11 holders — while 102 added to existing stakes and 64 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $93.8M. The largest seller was Fidelity Investments, cutting an estimated $98.9M.

  • 250 institutional investors held British American Tobacco (BTI) as of Q4 2014, up from 241 in Q3 2014.
  • Funds reported $4.11B of British American Tobacco stock for Q4 2014, up 11% quarter-over-quarter.
  • 30 funds opened new British American Tobacco positions in Q4 2014 and 19 closed out, a net change of +11 holders.
  • The largest British American Tobacco buyer in Q4 2014 was Bank of New York Mellon, an estimated $93.8M added.
  • The largest British American Tobacco seller in Q4 2014 was Fidelity Investments, an estimated $98.9M sold.

Based on aggregated 13F filings for Q4 2014.