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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
UBS AM
51
UBS AM
Illinois
$20.3M -$8.79M -166,856 -29%
FFA
52
First Foundation Advisors
California
$20.1M -$1.9M -36,066 -8%
SEI Investments
53
SEI Investments
Pennsylvania
$19M +$5.22M +99,140 +36%
Renaissance Technologies
54
Renaissance Technologies
New York
$15.9M -$1.28M -24,310 -7%
AAMU
55
AEGON Asset Management (UK)
United Kingdom
$15.9M -$14.2M -269,833 -46%
State of New Jersey Common Pension Fund D
56
State of New Jersey Common Pension Fund D
New Jersey
$15.7M
TD Asset Management
57
TD Asset Management
Ontario, Canada
$15.3M -$1.2M -22,782 -7%
Kayne Anderson Rudnick Investment Management
58
Kayne Anderson Rudnick Investment Management
California
$14.8M -$3.37M -63,934 -18%
1832 Asset Management
59
1832 Asset Management
Ontario, Canada
$14.6M +$198K +3,750 +1%
Ameriprise
60
Ameriprise
Minnesota
$13.5M -$308K -5,856 -2%
JP Morgan Chase
61
JP Morgan Chase
New York
$13.3M +$3.03M +57,453 +28%
FTI
62
Fiduciary Trust International
Massachusetts
$12.6M
Neuberger Berman Group
63
Neuberger Berman Group
New York
$12.6M -$363K -6,884 -3%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$11.9M -$14M -265,780 -53%
OMC
65
Old Mission Capital
Illinois
$11.5M +$715K +13,572 +6%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$10.7M +$7.71M +146,403 +221%
WT
67
Whittier Trust
California
$10.4M +$2.19M +41,505 +25%
BCM
68
BlueCrest Capital Management
Jersey
$10.4M +$10.8M +205,428 New
CS
69
Credit Suisse
Switzerland
$9.98M +$8.76M +166,313 +527%
WA
70
Wintergreen Advisers
New Jersey
$9.82M -$2.83M -53,718 -22%
OAM
71
Oppenheimer Asset Management
New York
$9.6M +$180K +3,414 +2%
UMA
72
USA Mutuals Advisors
Texas
$9.44M -$263K -5,000 -3%
CSIA
73
Charles Schwab Investment Advisory
California
$9.13M +$9.53M +180,969 New
PSUF
74
People's United Financial
Connecticut
$8.95M -$283K -5,366 -14%
Fayez Sarofim & Co
75
Fayez Sarofim & Co
Texas
$8.76M

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.