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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$1.95M -$46K -818 -2%
ACM
77
Ativo Capital Management
Illinois
$1.86M +$95.7K +1,702 +5%
VV
78
Verity & Verity
South Carolina
$1.75M +$8.88K +158 +0.5%
DIA
79
Denver Investment Advisors
Colorado
$1.71M
GHA
80
GW Henssler & Associates
Georgia
$1.71M +$96.5K +1,718 +6%
Geode Capital Management
81
Geode Capital Management
Massachusetts
$1.65M +$189K +3,358 +12%
M&T Bank
82
M&T Bank
New York
$1.61M -$34.3K -610 -2%
GGPS
83
Gary Goldberg Planning Services
New York
$1.58M -$26.9K -478 -2%
LWCFA
84
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.55M
Kayne Anderson Rudnick Investment Management
85
Kayne Anderson Rudnick Investment Management
California
$1.55M +$67.3K +1,198 +4%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$1.52M +$85.8K +1,526 +6%
KCMRT
87
Kemper Corp Master Retirement Trust
Illinois
$1.51M
GRQ
88
Gardner Russo & Quinn
Pennsylvania
$1.49M -$16.2K -288 -1%
FCH
89
Freestone Capital Holdings
Washington
$1.49M -$24.8K -442 -2%
TAM
90
Todd Asset Management
Kentucky
$1.48M -$5.39K -96 -0.3%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$1.47M
SB
92
Suntrust Banks
Georgia
$1.46M +$37.8K +672 +3%
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$1.44M +$1.05M +18,714 +234%
LPL Financial
94
LPL Financial
California
$1.4M +$73.8K +1,314 +5%
Citadel Advisors
95
Citadel Advisors
Florida
$1.38M +$1.15M +20,374 +393%
OMC
96
Old Mission Capital
Illinois
$1.37M +$1.42M +25,338 New
ANI
97
American National Insurance
Texas
$1.32M
Deutsche Bank
98
Deutsche Bank
Germany
$1.28M -$67.2K -1,196 -5%
TYCC
99
Texas Yale Capital Corp
Florida
$1.24M +$514K +9,138 +66%
HI
100
HBK Investments
Texas
$1.15M +$978K +17,400 +435%

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.