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British American Tobacco

572 hedge funds and large institutions have $6.04B invested in British American Tobacco in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 260 increasing their positions, 160 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 160

0.26% more ownership

Funds ownership: 7.57%7.83% (+0.26%)

0% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 70

2% less funds holding

Funds holding: 586572 (-14)

10% less capital invested

Capital invested by funds: $6.7B → $6.04B (-$663M)

38% less call options, than puts

Call options by funds: $89.6M | Put options by funds: $144M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
572
Holders Change
-14
Holders Change %
-2.39%
% of All Funds
9.12%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
70
Increased
260
Reduced
160
Closed
70
Calls
$89.6M
Puts
$144M
Net Calls
-$54.4M
Net Calls Change
-$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
51
Teachers Retirement System of the State of Kentucky
Kentucky
$12.3M -$2.56M -68,000 -16%
ECP
52
Epacria Capital Partners
Colorado
$10.7M +$1.7M +45,144 +17%
WC
53
Winmill & Co
New York
$10.5M
CIBC World Market
54
CIBC World Market
Ontario, Canada
$10.2M +$361K +9,575 +3%
CF
55
Cantor Fitzgerald
New York
$10.2M +$10.9M +290,415 New
Tudor Investment Corp
56
Tudor Investment Corp
Connecticut
$9.97M +$7.63M +202,360 +249%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$8.42M +$1.22M +32,404 +16%
ZB
58
Zions Bancorporation
Utah
$8.21M +$1.34M +35,618 +18%
AssetMark Inc
59
AssetMark Inc
California
$7.95M -$14.2M -377,064 -62%
Ameriprise
60
Ameriprise
Minnesota
$7.84M -$2.87M -76,210 -25%
FCI
61
Financial Counselors Inc
Kansas
$7.62M +$75.9K +2,012 +0.9%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$7.42M +$437K +11,591 +6%
TPCW
63
TD Private Client Wealth
New York
$7.26M +$686K +18,184 +10%
CCM
64
Causeway Capital Management
California
$6.81M +$325K +8,623 +5%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$6.76M +$1.88M +49,845 +35%
MML Investors Services
66
MML Investors Services
Massachusetts
$6.74M -$304K -8,060 -4%
CIBC Asset Management
67
CIBC Asset Management
Ontario, Canada
$6.54M +$1.17M +31,153 +20%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$6.53M -$532K -14,111 -7%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$6.34M -$50.1K -1,328 -0.7%
KFP
70
Keystone Financial Planning
Ohio
$6.28M -$69.7K -1,850 -1%
KGC
71
Kennon-Green & Company
Ohio
$6.14M -$440K -11,661 -6%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$6.09M +$178K +4,725 +3%
OMC
73
Old Mission Capital
Illinois
$6.01M +$6.46M +171,222 New
VFM
74
Viking Fund Management
North Dakota
$5.62M +$1.32M +35,000 +28%
ACM
75
Altrius Capital Management
North Carolina
$5.57M +$798K +21,154 +15%

BTI Hedge Fund Activity: Q1 2023 in Review

572 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2023, worth a combined $6.04B — down 9.9% from $6.7B a quarter earlier.

Fund positioning in BTI was balanced in Q1 2023: 70 funds opened new positions, 70 closed out, 260 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $207M. The largest seller was GQG Partners, cutting an estimated $360M.

  • 572 institutional investors held British American Tobacco (BTI) as of Q1 2023, down from 586 in Q4 2022.
  • Funds reported $6.04B of British American Tobacco stock for Q1 2023, down 9.9% quarter-over-quarter.
  • 70 funds opened new British American Tobacco positions in Q1 2023 and 70 closed out, a net change of 0 holders.
  • The largest British American Tobacco buyer in Q1 2023 was BlackRock, an estimated $207M added.
  • The largest British American Tobacco seller in Q1 2023 was GQG Partners, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2023.